Skip to content

GUARDIANSHIPS AT FIRST STATE BANK

Appoint First State Bank as Guardian of Your Assets

Our Guardianship Services
First State Bank’s staff is fully authorized to act as guardian of assets. Our Trust Department will initiate a plan to manage the assets in the best interest of the protected person. Typically, our Guardian services include the following:

  • FIGURING CASH FLOW NEEDS AS WELL AS LIVING EXPENSES
  • SUBMITTING PAYMENT FOR ONGOING EXPENSES (E.G., BILLS)
  • PREPARING INCOME TAX DOCUMENTS AND FILING RETURNS
  • OVERSEEING MEDICAL INSURANCE CLAIMS AND DISBURSEMENTS
  • CAREFULLY MANAGING ASSETS AND INVESTMENTS
  • INCLUDING FAMILY MEMBERS IN DECISION MAKING

At First State Bank, we know appointing a guardian of your assets is an important decision. To learn more about our personalized Guardianship services, we encourage you to give us a call or stop by to visit with one of our qualified professionals.

Filter Locations by County:

All
Collin
Cooke
Denton
Grayson
McLennan
Montague
Wise
View Map of All Locations