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?