Estate planning or asset management questions? Attend a free educational seminar to learn how to ensure and protect you financial legacy. 

In celebration of  Independence Day, all of our locations will be closed on Monday, July 4. 

Make Sure You Are Ready

CHECK YOUR DOCUMENTS.

Englewood Bank & Trust offers complimentary document reviews to help you prepare yourself and your family for your financial futures. Our professionals will help you answer important questions 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.

Meet the Team

Get to know the local team managing your Englewood Bank & Trust account.

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