Get expert advice for Estate Planning and Investment Management by attending an educational webinar.

Due to the increase in COVID-19 cases in our area, lobby access is by appointment only.

COVID-19 Resources               PPP Applications                PPP Forgiveness

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.