Account Acceptance and Termination


Account Acceptance and Termination analyzes the relationship between risk management and trust account acceptance. This course describes what to look for in trust documents and a prior fiduciary administration review. This course also explains how to identify the information that is needed for a final client evaluation. This course shows how to identify common reasons for trust account termination, and describes account termination procedures and leading practices.


Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.


Learning Objectives: 
After completing this course, students will be able to:

  • Describe the account acceptance process
  • Describe account termination considerations