Oct 19, 2026
Handle borrower death with confidence, compassion, and compliance.
Learn the procedures that protect your institution while supporting families during a difficult time. This webinar will provide the practical guidance financial institution employees need to navigate borrower death, manage legal and operational responsibilities, and comply with mortgage servicing and estate requirements.
Oct 19, 2026
11:00 am - 12:30 pm EST
The death of a borrower presents financial institutions with a unique set of legal, operational, and accountholder service challenges. From determining who has authority to act on behalf of the deceased to handling loan payments, collateral, probate issues, and communications with family members, institutions must balance compassion with compliance with applicable law. This practical webinar will explain the proper procedures and processes that your institution should follow when a borrower dies owing a loan or other obligation to your institution, including the special procedures under the mortgage servicing rules regarding home loans.
KEY WEBINAR TAKEAWAYS:
Shelli Clarkston, JD, LLM
Spencer Fane LLP
Shelli Clarkston is an attorney with Spencer Fane LLP where she provides financial institutions with proactive legal counsel on regulatory and compliance matters. She received her law degrees from the University of Missouri – Kansas City and her undergraduate degree from the University of Nebraska – Lincoln. In addition, she has a master’s degree from Doane University.
Before joining Spencer Fane, Shelli was the Risk and Compliance Officer for a financial services technology platform with one of the world’s largest technology companies. She oversaw the platform’s regulatory compliance and handled all risk-related matters. She also has experience as general counsel for a community bank, where she managed all legal, regulatory, compliance, and corporate matters.
WHO SHOULD ATTEND?
Live Webinar - $279
On-Demand Webinar - $279
Live + On-Demand - $379
Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.
**100% surcharge applied to non-members.
| Susan Clark | Silvia Regalado | |
| Professional Development Coordinator | Professional Development Coordinator | |
| o: 317-387-9380 | o: 317-387-9380 | |
| d: 317-333-7169 | d: 317-333-7170 | |
| sclark@indiana.bank | sregalado@indiana.bank |