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 member's death - both on the deposit side and the loan side, as well as unique issues when doing business with the decedent's estate. This webinar does not provide details of any particular state's laws, but rather focuses on the best practices and on federal laws and regulations.
Who Should Attend
New account representatives, personal bankers, customer service representatives, lenders and loan operations personnel.