person with a pin in hand signing papers


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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* Non-deposit investment products are not FDIC-insured, are not guaranteed by the bank and may go down in value.