Agenda

Sep 23, 2026
11:00 am - 12:30 pm EST

Your accountholder has passed away. Now what? During this program we will cover next steps to take, mistakes to avoid, and lessons we have all learned when money passes to its new legal owners after death. We will look at ownership type by type and learn what happens after death on a UTMA, Representative Payee, or Trust account just to name a few. Learn key issues on checks and when we know an accountholder is deceased.

Topics

KEY WEBINAR TAKEAWAYS:

• Review of all account ownership and rights at death
• Issues on WROS and POD/ITFs that may be different in each state
• Setting up estate accounts and small estate affidavits
• Business accounts and rights after death
• Fiduciary accounts after death
• Powers of attorney after death

Speaker(s)

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.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

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.

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