Are You Prepared?
Get expert advice to help ensure and protect your financial legacy at our free educational seminars.
 
Charlotte State Bank & Trust will never call you to ask you to verify or provide your full account number, username, password, debit card number, PIN or Social Security number. If you receive a call requesting this information, even if the caller ID looks like it is coming from the bank, immediately hang up, and call us at 888-624-5454.
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

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Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
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