Trust & Wealth Management
Conservatorships are court appointed relationships. The bank manages the funds for an individual who is usually a minor or a disabled person. The bank will invest the funds, collect income, pay expenses, and file income tax returns for the conservatee. All transactions are approved annually by the probate court.
In most cases, the bank's fee is less than the insurance bond a family member would have to pay to be appointed conservator. We invite you to contact us to come in and discuss the advantages of Southwest National Bank serving as conservator for you or someone you know.
Please Note: These products are not FDIC insured, are not deposits, obligations of or guaranteed by Southwest National Bank and involve investment risk including possible loss of principal amount invested.