Community Bank & Trust of Florida has been providing comprehensive trust services to people in Ocala, all of Marion County and Sumter County for years. Trusts are a flexible way to protect your assets and the best interests of your family. Community Bank & Trust of Florida can serve as trustee or fiduciary in the following ways:
Personal trusts (revocable and irrevocable)
Charitable remainder trusts
Individual Retirement Accounts (IRAs)
Irrevocable life insurance trusts
Special needs trusts
Personal representative of your estate
Successor appointments for trusts or estates
Guardianships
As part of our responsibilities, we provide full accounting and record keeping services, regular performance reviews, monthly statements and frequent client contact to maintain the level of service you deserve.
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