Conservatorship Services
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Guidance and oversight when financial decisions need extra support
When someone is no longer able to manage financial matters on their own, a conservatorship may be required. This situation often comes during a time of change or uncertainty and can involve court oversight and ongoing responsibility.
Conservatorship services provide structure, accountability, and steady guidance to help protect assets and ensure financial decisions are handled appropriately.
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This may be helpful if you
- A loved one is unable to manage financial affairs independently
- A conservatorship has been established or may be required
- You are seeking a neutral party to serve in a court-appointed role
- You want help ensuring financial responsibilities are handled properly and consistently
Serving as conservator
Boone Bank & Trust Co. may be named to serve as conservator. This role involves managing financial affairs under court supervision and acting in the best interest of the individual.
Having a neutral and experienced conservator can help ensure decisions are made responsibly, records are maintained accurately, and court requirements are met.
What conservatorship services include
Conservatorship services may include help with:
- Managing assets and financial obligations under court direction
- Maintaining required records and reporting
- Coordinating with attorneys, courts, and other professionals
- Providing ongoing oversight and accountability
Not sure where to begin or what your role involves?
A conversation can help clarify next steps and provide direction for your situation.
Connect with a Trust Officer