Skip to content

Turn your smartphone or smartwatch into a secure payment tool by adding your Crews Bank & Trust debit card to your mobile wallet. It's a safe, simple way to pay with Apple Pay™, Samsung Pay, or Google Pay. Learn more. 

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.

trust-and-investment

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?
Call To Action
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

Line graph illustrating, by decade, the net worth across major wealth tiers.
Chart of the Day

Chart of the Day: U.S. Households' Net Worth

April 23, 2026

Today’s Chart of the Day from the article "They're Rich but Not Famous - and They're Suddenly Everywhere," in the Wall Street Journal highlights...

Read More
Chart showing the percentage rate of personal savings in the U.S., starting in 1981 through 2025, using shades of green to show highest percentage and reds to show the lowest.
Chart of the Day

Chart of the Day: U.S. Personal Savings Rates

April 21, 2026

Today’s Chart of the Day from CharlieBilello gives us data for over 60 years of U.S. personal savings rates.

Read More
Horizontal bar graph showing cyberattack complaints and losses reported by age group.
Chart of the Day

Chart of the Day: Adults Over 60 Report the Most

April 14, 2026

Today's Chart of the Day from USAFacts highlights cybercrime trends across different age groups.

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.