Questions about estate planning or managing assets?  Attend a free seminar in Englewood or Venice. 

With the safety of our employees and customers our top priority, we are closely monitoring the track of Hurricane Ian. At this time, all locations are open regular hours. As the track of the storm becomes more defined, please check back for changes in business service hours.

Manage Tomorrow Like You Would Today

ENSURE THAT YOUR ASSETS WILL BE MANAGED BY OTHERS AS YOU WOULD MANAGE THEM YOURSELF. 

You’ve worked hard to achieve your financial goals, investing carefully and spending wisely. Wouldn’t you want others to do the same with your assets?

Establishing a trust relationship ensures that your assets will be managed as you would like, for your personal benefit and the benefit of your heirs. Preserve and enhance your assets through Englewood Bank & Trust's Personal Trust Management Services.

Seminars

Get an experienced trust officer’s perspective on estate planning and asset management. Attend a free seminar.

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Estate Services

Provide for your loved ones in the best possible way through proper estate planning.

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TRUST SERVICES

Trust Administration

Our knowledgeable staff will help you find the right trustee for your revocable or irrevocable trust or IRA.

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Document Reviews

Discuss your will, trust, power of attorney, or other documents with our trust services team.

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On Our Minds

09/26/22

45% to 59% Overvalue of Real Estate?

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09/20/22

With Bonds All Things Are Equal

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09/16/22

Percentages On-Time

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