WHO SHOULD ATTEND? 

Financial institution employees involved with opening new accounts, deposit or loan documentation, and operations will find this webinar very useful.

WHAT YOU WILL LEARN 

• Relationships among the customer, the attorney-in-fact, and the financial institution

• Durable vs. non-durable Power of Attorney

• Determining if a Power of Attorney is general or limited

• Steps to protect your institution when accepting and relying on a Power of Attorney

• Language to look for in the Power of Attorney document when completing a transaction for the attorney-in-fact

• Power of Attorney revocation guidance

• Attorney-in-fact representations that can be relied upon by the financial institution

• Handling out-of-state Powers of Attorney