Help needed!

We received a certified court order appointing temporary conservatorship for one of our customers. All they are wanting is to receive his statements to their address. My question is this: the customer in question has a joint signer on his accounts (his wife). Since the conservatorship is for him only and not for her, would that prevent us from fulfilling the request as that would violate her right to financial privacy?

Consult your legal counsel. Application of such an order is a state law issue.

Having run a corporate guardianship agency, it isn't an issue.

In case anyone else has this question in the future, I did run it by legal counsel, and this was the response: The Conservator steps into the shoes of Person A for purposes of managing his financial affairs including joint accounts with a spouse. The Conservator has the same rights on the joint account as Person A had so you can provide information to the Conservator and allow the Conservator to access the joint account just like the customer could.