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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

Bar graph showing the growth of a hypothetical investment of $5,000 at various times of the year vs holding the same amount in a cash-only portfolio, from 1990-2025.
Chart of the Day

Chart of the Day: Cash is Rarely King

August 6, 2026

Today’s Chart of the Day from Fidelity’s "2026 Cash is Rarely King" presentation explores the outcomes of investing $5,000 at different points...

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Middle-aged woman with glasses and long brown hair, crouching down to be eye-level with two young children in school uniforms preparing to get on a school bus.
Savings

Saving for College: A Practical Guide for Families

August 5, 2026

College can be one of the biggest investments a family makes, but saving for college does not have to feel overwhelming. Whether your child is in...

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Chart of the Day: Summer Travel Demand

Chart of the Day: Summer Travel Demand

August 4, 2026

Today’s Chart of the Day from Data Appeal Mabrian and featured in the GTP's (Greek Travel Pages) Headlines article "Athens Leads Southern Europe in...

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