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South State Banking locations and Customer Care will be closed on Thursday, November 23 in observance of the Thanksgiving Day holiday and will reopen on Friday, November 24.

Financial & Estate Planning


You’ve worked hard to create the life you desire. Now you want to protect that lifestyle and also leave an enduring legacy for your family and the community after your passing.  Our purpose is to help you optimize your wealth for your lifetime and to shape how your wealth will affect generations to come.

Working with you and your advisors, we develop tailored financial, estate, and tax planning solutions to address personal, family, and philanthropic goals. We define the personal and family dynamics that influence estate planning decisions.

These solutions become the roadmap that guide our discussions and decisions related to your investment portfolio, your insurance portfolio, trust services, and your banking needs.

Our planning services include a web-based wealth management solution that offers a single aggregated view of your entire financial portfolio – regardless of where the accounts reside – as well as the ability for you to monitor online all facets of your planning. 

Find a Wealth Advisor

Learn More About South State Bank

Since 1934, we’ve remained true to our values of relationship banking and commitment to our customers. We’re proud to have grown from serving the needs of one small community to helping businesses and individuals throughout the region. We value personal relationships over financial transactions and are actively involved in the communities we serve. Most importantly, we treat our customers and employees like family. That’s the South State Way.

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