Powers of Attorney, Guardianships, Estate, & Decedent Account

  • Jessica Lamoreux
  • Level: Advanced
  • 11/16/2026
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This webinar will look at the rights and responsibilities of different customer representatives such as guardians, trustees, and attorneys-in-fact. We will provide a general, non-state specific overview of typical restrictions on these representatives’ authority, guidance to banks on the requirements and risks associated with these relationships, and answers to frequently asked questions about these accounts.
  • Video time: X hours