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.
Complimentary Document Review

Ministering to your trust needs.

Charlotte State Bank & Trust offers complimentary document reviews so that you can learn what you need to do to prepare yourself and your family for your financial futures. Our professionals will help you address important issues such as:

  • Are your assets properly titled and inventoried?
  • How can you avoid probate?
  • Have your beneficiaries been properly designated on all your assets?
  • Are your will, trust, durable power of attorney, and health care documents up-to-date?
  • Is your will or trust fully funded?
  • Will your estate plans from your home state function properly in Florida?

Schedule Your Appointment Today

We are ready to help you plan for your future and your family’s future.