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10 Common Errors on Fiduciary Accounts Webinar


What can these caregivers and fiduciaries do? What supporting paperwork must each bring? During this program, we will review the set-up, documentation, and legal issues involved in these high- risk accounts. You will learn how to style these accounts and get the signature card perfect every time. Join us as we cover the 10 common errors you can avoid!

What You’ll Learn

  • Different types of power of attorney documents
  • What an attorney-in-fact can and can’t do
  • When do POAs cease
  • Guardianships—court-ordered accounts and documentation
  • Estate Accounts: Letters of Testamentary and Letters of Administration
  • Answers to common questions on how to set up and handle accounts at death
  • Executors, Guardians, Power of attorney, and other caregivers—authority, liability, and paperwork
  • Social Security representative payee and veteran accounts
  • Government benefit accounts signature card set up
  • CIP requirements on all fiduciary accounts

Who Should Attend
This informative session will be useful for new account representatives, customer service representatives, member service representatives, branch administration, branch operations, branch managers, personal bankers, compliance, BSA, and anyone who opens new accounts.