For more information, please contact 813-998-2720.
We work closely with your attorney to review your estate plan to make sure that it is comprehensive and includes all necessary documents with the goal of avoiding guardianship. However, if the need does arise for the Court to determine that an individual lacks capacity and requires someone else to handle their financial affairs, The Bank of Tampa can be named as Guardian of the Property.
Utilizing a corporate Guardian has numerous benefits: permanence, experience, impartiality and sensitivity to family dynamics.
Dedicated local Trust Officer assigned to each account
Experienced Investment Management customized for the ward’s needs
Payment of bills and expenses as allowed by the Court
Timely preparation and filing of fiduciary income tax returns
Efficient distribution of assets pursuant to the Court’s direction
Annual budgeting for appropriate expenditures
Preparation of accountings for the ward and the Court
Our professional fiduciary team is able to deal with the painstaking requirements of a Guardianship, which is under continuous monitoring by the Court. At a time when the ward has lost his/her independence to make decisions on their own, we are empathetic and compassionate in helping them through a very difficult time.
We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|