Through a guardianship, the bank's trust department can provide services for a person deemed fully or partially incapable of providing these necessities for himself or herself. If appointed to serve in this role, the bank's basic duties would include:
- Meet with the ward's guardian of the person to obtain family and financial information
- Arrange for the ward to be examined by a physician
- Receive and organize the ward's legal documents
- Collect and take possession of the ward's assets
- Open bank accounts for the ward and invest his or her assets as allowed by statute
- File periodic inventories and appraisements as required by statute
- Prepare estimates of the ward's living expenses and disburse accordingly
- File the ward's income tax returns
Close the account upon the death of the ward.
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Trust Services or Farmland Management
* Non-deposit investment products are not FDIC-insured, are not guaranteed by the bank and may go down in value.