United Bank & Trust

Conservatorship Services

Holding Hands

Experienced financial management when it matters most

When an individual is no longer able to manage their financial affairs, a conservatorship provides the oversight needed to protect assets and fulfill ongoing financial responsibilities. United Bank & Trust serves as a professional, court-appointed conservator, providing responsible financial management with care, integrity, and accountability.

Connect with a Trust Officer


When Conservatorship Services may be right

Conservatorship services may be beneficial when:

  • A loved one is unable to manage their financial affairs independently
  • A court-appointed conservator is needed
  • An experienced, impartial fiduciary is preferred
  • Ongoing financial oversight and asset management are required

Professional financial oversight you can trust

As a court-appointed conservator, United Bank & Trust manages financial affairs in accordance with court requirements while always acting in the individual's best interest. Our experienced Trust team provides consistent administration, accurate recordkeeping, and coordination with attorneys, courts, and other professionals throughout the process.


Conservatorship Services include

Our Trust team can assist with:

  • Managing assets, income, and financial obligations
  • Paying bills and handling day-to-day financial responsibilities
  • Maintaining court-required records and reporting
  • Coordinating with attorneys, courts, and other trusted advisors
  • Providing ongoing financial oversight and fiduciary management

The Conservatorship Process

Meet with a Trust Officer to discuss your situation, responsibilities, and whether conservatorship services are appropriate.

If appointed by the court, United Bank & Trust begins serving as conservator and assumes financial management responsibilities.

We manage assets, oversee financial obligations, maintain accurate records, and act in accordance with court requirements.

Our team provides continued financial oversight, reporting, and communication with the court and other professionals throughout the conservatorship.

When circumstances change or the conservatorship concludes, we help ensure a smooth and orderly transition.

Questions about Conservatorship Services?

If you're unsure whether a conservatorship is needed or have questions about the process, our experienced Trust team is here to help. We'll listen to your situation, explain your options, and provide guidance every step of the way.

Connect with a Trust Officer

 


Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by United Bank & Trust, and may be subject to investment risk, including possible loss of the principal amount invested.

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