What To Do When a Customer Dies Webinar

Ironically, when a financial institution learns a deposit or loan customer has died, confusion and dread seem to be the normal reaction. We’ll walk you through the complicated process of dealing with a customer’s death – both on the deposit side and the loan side, as well as unique issues when doing business with the decedent’s estate.

Topics of Discussion:

  • What documents are required upon the death of an individual?
  • What actions should your financial institution take on deposit accounts owned by the decedent?
  • How should your financial institution deal with the decedent’s estate?
  • What should your financial institution do if there isn’t an estate?
  • How should your financial institution handle “death” as a default on a loan?
  • How will the new mortgage servicing rules impact mortgage loans where the borrower has died?
  • What does every lender need to know about doing business with the borrower’s estate?
  • What steps can your financial institution take to protect its collateral after the borrower has died?
  • How should your financial institution handle issues of guarantors, setoff and insurance once the borrower has died?
  • How does the death of a key person affect the borrowings of Corporations, Partnerships, Limited Liability Companies, Trusts and other legal entities?

Who Should Attend?

New account representatives, personal bankers, customer service representatives, lenders and loan operations personnel.

Continuing Education (CE) Credits Info

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Terri Thomas
Terri Thomas

Terri D. Thomas, JD is the Director of the Kansas Bankers Association Legal Department, which specializes in providing compliance and legal assistance to Kansas banks. Terri has worked with financial... read more.

Course Title Credits Start Date Start Time Delivery Type Delivery Option Instructor / Location Price
What To Do When a Customer Dies 0.25 02/24/2022 Any Webinar Live, On-Demand, CD-ROM Terri Thomas $395.00 Register Now
What To Do When a Customer Dies 0.25 02/24/2022 Any Webinar Live and On-Demand Terri Thomas $365.00 Register Now
What To Do When a Customer Dies 0.25 02/24/2022 Any Webinar CD-ROM Video Recording Terri Thomas $345.00 Register Now
What To Do When a Customer Dies 0.25 02/24/2022 Any Webinar Six Month On-Demand Recording Terri Thomas $295.00 Register Now
What To Do When a Customer Dies Webinar 0.25 02/24/2022 11:00am Webinar Live Webinar Terri Thomas $265.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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