Bank of Tampa Internal Page - guardianship-services

Guardianship Services

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For more information on Guardianship Administration Services, please contact Beth Horner, SVP, Trust Director

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. 

Our Services

  • 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.

Disclosures

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