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Proper Account Ownership and Styling

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I have a husband and daughter who have been appointed conservator for his wife (mom). According to the court documents the annual accounting to the court is waived. Can I open the account as joint for the husband and wife showing he and the daughter as conservators?

Account styling is a State law issue and if you have questions as to the styling that would be required in this specific situation, you should provide the court documents to your legal counsel for advice.

First published on 02/25/2024

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