Conservatorship Solutions
Conservatorship safeguards assets, ensuring responsible management to maintain financial stability and security for individuals under its protection.
Navigating Conservatorship Together
At First Western Trust, a conservatorship is about partnership, trust, and understanding. With the utmost care and professionalism, we step in to manage and protect assets for those who cannot do so themselves, whether due to incapacity or youth. It’s a responsibility we take to heart, ensuring financial stability and security for the most vulnerable. Our approach simplifies the complex, weaving together asset management with compassion and respect for each family’s unique situation.1
Full Conservatorship
Limited Conservatorship
Conservatorship Bonds
Full Conservatorship Bank Account
Gain peace of mind knowing that your loved one’s assets are expertly managed and protected under strict legal guidelines, ensuring their financial security and well-being amidst challenging circumstances.1
- Comprehensive Oversight — Enjoy the assurance of thorough oversight, as all financial matters are diligently managed and supervised to safeguard the interests of your loved one.
- Legal Compliance — Rest assured that all actions taken with the assets held in the account adhere strictly to legal requirements, providing a solid foundation for the protection and management of your loved one’s finances.
- Professional Management — Benefit from the expertise of professionals tasked with managing the account, ensuring optimal financial decisions are made in the best interest of your loved one’s well-being and future.
- Customized Support — Receive personalized assistance tailored to the unique needs of your loved one, ensuring that their financial affairs are managed with care and attention to detail, providing peace of mind for you and your family.
Limited Conservatorship Bank Account
Rest assured, knowing that specific financial matters are handled with precision and care, providing targeted support and protection for your loved one’s assets while maintaining their autonomy and independence to the fullest extent possible.1
- Specific Financial Handling — Ensure precise financial management, offering targeted support and protection for your loved one’s assets while preserving their autonomy.
- Individualized Attention — Receive personalized assistance tailored to your loved one’s financial needs, ensuring meticulous management and attention to detail.
- Autonomy Preservation — Maintain your loved one’s independence with a limited conservatorship bank account, allowing control over certain financial decisions while receiving necessary support.
- Tailored Support — Benefit from specialized assistance addressing specific financial challenges, ensuring your loved one’s financial well-being is carefully maintained and protected.
Conservatorship Bond Services
Conservatorship bonds provide a financial guarantee backed by professional surety companies, ensuring that the appointed conservator fulfills their fiduciary responsibilities with diligence and honesty.1
- Fiduciary Duties Assurance — Conservatorship bonds ensure court-appointed representatives uphold their fiduciary duties under continuous court oversight, providing assurance of responsible asset management.
- Asset Protection Guarantee — These bonds serve as a guarantee, ensuring the protection of estate assets and safeguarding the financial interests of vulnerable individuals and their estates.
- Professional Surety — Benefit from the involvement of professional surety companies tasked with guaranteeing the conservator’s performance, providing additional security and peace of mind.
- Legal Compliance — Rest assured that all actions taken with estate assets adhere strictly to legal requirements, minimizing the risk of financial mismanagement or malfeasance.
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Ready to learn more? Let’s have a conversation.
Explore how our conservatorship services can safeguard your assets, ensuring responsible management and protection for those under your care.
Trust and Investment services are Not a deposit, Not guaranteed by the Bank, May Lose Value.