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All of our locations will be closed on Monday, September 7, in celebration of Labor Day. Remember, you can bank anytime, anywhere with online and mobile banking.

Our new Fort Myers branch is open! Visit us at The Parks Shops at Andrea Lane, 14261 S Tamiami Trail Unit 5.

Get Started 863-222-7005

Estate Services

Help your heirs by protecting your assets.

Our Trust team is here to guide you through the necessary steps for securing your present and your future. Our team meets the highest legal obligation as true fiduciaries by acting in our clients’ best interests at all times.

Multi-generational family posing for a photo

Crews Bank & Trust professionals will help you address important issues such as:

  • Who will inherit my assets?
  • How can I minimize tax impacts?
  • What will happen to in-state and out-of-state properties?
  • Who will care for me if I become incapacitated?
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Trust Team members Christine-Alyson-Lory-Greg

We take the time to thoroughly understand the important details of your financial position.

We will discuss your plans for the future and help you identify investment, tax and estate planning opportunities. With this critical information in mind, we will draw upon our experts to create a plan to address your financial objectives, now and in the future. Our estate services include:

  • Professional, impartial personal representative for your estate
  • Interim safekeeping of estate assets: collect and protect your assets pending settlement
  • Managing the probate process
  • Identifying any creditors, validate and pay claims
  • Providing detailed monthly statements to your beneficiaries
  • Beneficiary payment and acknowledgement
Christine reviewing documents at desk

 

 

 

Meet with one of our specialists today to review your estate-planning documents.

Request a one-on-one appointment.

Blog

On Our Minds

Chart of the Day: Estate Plan Ownership
Chart of the Day

Chart of the Day: Estate Plan Ownership

September 3, 2026

Today’s Chart of the Day comes Trust & Will's 2026 Estate Planning Report: Key Findings and Trends and breaks down estate planning participation...

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Chart of the Day: Wider Winners Circle

Chart of the Day: Wider Winners Circle

September 1, 2026

Today’s Chart of the Day created in YCharts with data from Morningstar compares the performance of the S&P 500 with small-cap, mid-cap, and...

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Chart of the Day: NIL College Compensation
Chart of the Day

Chart of the Day: NIL College Compensation

August 27, 2026

With the return of college football, Saturdays across the country are loud and rowdy yet again. Today’s Chart of the Day from Crystal Capital...

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