Nov 19, 2025
Can checks still be negotiated after an accountholder dies?
Who can access the deposit accounts? What changes can be made? What about taxes, Social Security, IRAs, POAs, and dealing with the family? If you don’t have all the answers, this is the webinar for you.
November 19, 2025
11:00am - 12:30pm EST
At the most difficult time in someone’s life, you have to use extraordinary skills to accomplish many detailed tasks when an accountholder dies. Did the person own a business? Are there any outstanding checks? How were the accountholder’s funds owned? Did the accountholder have specialized accounts like IRAs? This program will explain what to look for and how to handle many accounts, documents, and situations after death.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Deborah L. Crawford
Gettechnical Inc.
Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.
WHO SHOULD ATTEND?
This informative session is designed for new accounts staff, branch managers, branch operations personnel, compliance professionals, trainers, and management.
TAKE-AWAY TOOLKIT
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Live Webinar - $255
On-Demand Webinar - $255
Live + On-Demand - $375
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.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank