Most Popular Operations Content
Revocable and irrevocable trusts and EINs
01/26/2025
I have two questions about accounts for trusts. Does the account title of a revocable trust need to change when the trust becomes irrevocable? If a customer had an EIN for a revocable trust prior to her death, can that EIN continue to be used now, since the trust became irrevocable after her death, or must the new trustee(s) apply for a new EIN?
Adding authorized signers to estate accounts
01/26/2025
Can an attorney-in-fact or agent for the executor of an estate be listed on the estate account as a signer if they weren't appointed by the court to specifically be on the estate account? The executor wanted to put their agent on the estate account, but I feel this could get messy because I feel the agent isn't legally bound by the will to carry out the duties of the executor.
Benefits of two-way document exchange with account holders
01/26/2025
Why enable a two-way electronic exchange of documents with account holders?
Terms and Conditions for Online Banking
01/19/2025
We need to update our online banking terms and conditions. Is there anywhere that we can get one that is created already or a place where we can find a template?
Benefits of OCR for document management
01/19/2025
How can OCR technology improve document management?