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.

Trust Administration

Plan for tomorrow together.

Preparing for the future requires forethought, making long-term decisions today, and trusting someone to carry them out for you. Our trust administration experts can help.

Trust Administration Services include:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management

 

 

Through Our Premium Trust Attention, We’ll:

  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits