Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a series of estate-planning and investment seminars designed to help you learn "how to" ensure and protect your financial legacy.

Estate services

Manage your assets in perpetuity.

Help your heirs by protecting your assets. Our trust professionals will thoroughly learn the important details of your financial position so that they can guide you through the necessary steps for securing your present and your future. Our team meets the highest legal obligation as true fiduciaries by acting in our clients’ best interests at all times.

Estate Administration Services include:

  • A professional, impartial personal representative for your estate
  • Interim safekeeping of estate assets; collecting and protecting your assets pending settlement
  • Managing the probate process
  • Identifying any creditors; validating and paying claims
  • Providing detailed monthly statements to your beneficiaries
  • Beneficiary payment and acknowledgment