- Immediately upon receiving guardianship of a person’s Estate take a copy of the 72 Hour Order or the 30-Day Order to the client’s financial institution and request all accounts be frozen to not allow any debits.
- Request a Temporary Statement of all accounts. This is to verify the balance in the accounts the day the guardianship is granted.
- Request a copy of the signature card to verify all individuals on the account. Note-if it is a joint account the bank may not allow the account to be frozen.
- Upon receipt of additional orders continuing the guardianship, provide copy of order to the financial institution.
- If the account is a joint account and the client receives SSI/SSA income, contact SSA and request the SSI/SSA be suspended until the income is redirected to the placement or a temporary guardianship account.
Freezing Financial Accounts
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