Next Steps to Take if Your Depositor Has Died

The League of Southeastern Credit Unions & Affiliates (LSCU) invites you to attend a Your Depositor Has Died: Actions to Take, Mistakes to Avoid webinar on December 1, 2021 from 3:00 p.m. – 4:30 p.m., ET. This 90-minute webinar will take you on a journey through all types of deposit accounts and explain how to handle them at death.

After this webinar you’ll be able to:

  • Review scenarios before you receive Letters Testamentary
  • Find and use small estate affidavits
  • Know how to pay out POD/ITF accounts
  • Follow flowcharts for basic accounts, business accounts, and fiduciary accounts
  • Have conversations with family members after death

MEET THE PRESENTER

Deborah 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.

Register Today!

Written by
Lizeth George
View all articles

About Us

The League of Southeastern Credit Unions & Affiliates represents 302 credit unions in Alabama, Florida and Georgia, with a combined total of $175 billion in assets and more than 11.6 million members. LSCU & Affiliates provides legislative and regulatory advocacy; education and training; cooperative initiatives (including financial education outreach); public messaging; information services; and business solutions.

LSCU Mission Statement

To create an environment that enables credit unions to grow and succeed.

LSCU Vision Statement

To be the trusted advocate and preferred source of information for credit unions.

If you need to reach us, e-mail communications@lscu.coop

Social Channels

Follow us on all major social media platforms.