Inside Investment Services
Estate Planning & Administration | Custodial/Guardianship Services | Agency Services | Asset & Investment Management Services | Retirement Services

Custodial/Guardianship Services

Trust Department personnel are honored to assist those individuals for whom the court has deemed necessary a guardianship account or a management trust.  As Guardian-of-the-Estate we provide financial management, bill paying, record keeping, and safekeeping services as well as a wide variety of other services as individual needs arise.  All guardianship accounts are governed by the court documents that establish them.  The officers and administrators of the Trust Department work with the court, counsel, and Guardian-of-the-Person to help insure that financial needs of the child/incapacitated adult are fully addressed.  In doing so, we strive to provide the family and Guardian-of-the-Person peace of mind and confidence in knowing that the financial affairs of their loved ones are in capable hands.