When a Safe Deposit Customer Dies: What Can You Do?
Your customer passed away yesterday and the family is grieving. Yet, in the midst of remembering and honoring a life, many questions arise. Join us to learn the basic steps to follow when granting access to a safe deposit box of a deceased renter.
After the death of a safe deposit renter, the bank must use care to insure that proper procedures are followed and the appropriate person is the only one granted access to the box.
Because laws vary in each state it is sometimes difficult to determine what needs to be done to obtain access. You must be familiar with your state laws and follow them when granting access to a decedents safe deposit box. Many questions arise as to who may have access, when may they have access, what items may be removed from a box, how does joint ownership affect the box? Join us to learn the basic steps to follow when granting access to a safe deposit box of a deceased renter.
- How is the box titled?
- What is the date of death?
- What is the state and county of residence?
- Is there a will?
- Probate or no probate?
- Who is qualified to have access?
- What documents are needed to grant access?
This informative session is designed for safe deposit attendants, vault attendants, customer service employees, branch managers, supervisors, tellers, compliance and training representatives.
Joyce McLin, was Executive Director of American Safe Deposit for 22 years. She is now a safe deposit consultant working with banking associations and financial institutions across the country. Joyce has15 years experience as a bank training director, security officer, marketing specialist, HR director and safe deposit manager. Thirty six (36) years of experience with safe deposit contributes to McLin being called the EXPERT in safe deposit. She has contributed many articles and interviews regarding safe deposit policies, procedures and security.
Member price: $265.00 | Non member price $530.00
Member price: $280.00 | Non member price $560.00
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