Court-ordered guardianships protect the estates of those who are unable to handle their own financial responsibilities, typically children or disabled adults. A financial guardian is responsible for managing all assets in a prudent manner. Regions Morgan Keegan Trust handles all financial responsibilities.
We will:
- Pay all bills and ongoing expenses
- Determine overall cash flow requirements and living expenses
- Establish a monthly budget
- Coordinate medical insurance filings and expenditures for medical equipment
- Prepare and plan state and federal income tax returns
- Invest and manage all assets, including real estate
- Prepare and provide accountings to court per state law
- Attend Probate Court hearings
We take pride in administering guardianships to ensure the financial needs of our clients are met until they reach legal age or, in the case of special children and disabled adults, for the rest of their lives.
Regions Morgan Keegan Trust's professional staff recognizes both the legal and moral responsibilities of guardianship. We combine an unmatched reputation for stability and integrity with the highest ethical standards.
For more information, please call us at 1-877-757-7424 OR click here to let us know a little about your wealth management needs and a Trust expert will contact you.
Regions Morgan Keegan Trust Overview Brochure
Trust services are provided through Regions Morgan Keegan Trust, a trade name for the Trust Division of Regions Bank.
