State Bank & Trust Co

Conservatorship Services

When someone is no longer able to manage financial matters independently, a conservatorship may be necessary to help protect assets and provide financial oversight. These situations often involve important responsibilities during times of transition and uncertainty.

Conservatorship services provide structure, accountability, and experienced guidance to help ensure financial decisions are handled carefully and appropriately.

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When Conservatorship Services May Be Helpful

  • A loved one is unable to manage financial affairs independently 
  • A conservatorship has been established or may be needed 
  • Looking for a neutral party to serve in a court-appointed role 
  • Wanting help managing financial responsibilities consistently and responsibly

Built Around Long-Term Oversight

State Bank & Trust Co. may serve as conservator, helping manage financial affairs under court supervision while acting in the best interest of the individual involved.

Having a neutral and experienced conservator can help provide consistency, maintain accurate records, and ensure court requirements and financial responsibilities are handled appropriately over time.


What Working with SBT Looks Like

Conservatorship services may include assistance with:

  • Managing assets and financial obligations under court direction 
  • Maintaining required records, reporting, and documentation 
  • Coordinating with attorneys, courts, and other professionals 
  • Providing ongoing financial oversight and accountability throughout the process

The Conservatorship Process

Talk through your situation, timeline, and the responsibilities involved

Work alongside attorneys and trusted advisors to help keep the process organized and moving forward

Management and Oversight

Help manage assets, payments, and financial responsibilities in accordance with court requirements

Maintain records and provide required reporting and updates throughout the process

Support changes to or completion of the conservatorship when appropriate

Not sure where to begin or what responsibilities may be involved?

A conversation with our team can help answer questions and guide you through the next steps with clarity and care.

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

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