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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.

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On Our Minds

Bar graph showing the S&P 500's performance by decade, dating back to the 1930's
Chart of the Day

Chart of the Day: S&P By Decade

July 30, 2026

Today's Chart of the Day from Charlie Bilello’s blog, "The Week in Charts," from June 24, 2026, examines the S&P 500's performance by decade, with...

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Stacked bar graph comparing Elon Musk's new worth of $1T to the combined market values of Dell, McDonald's, PepsiCo, Reliance and Uber.
Chart of the Day

Chart of the Day: Elon Musk is Bigger

July 28, 2026

Today’s Chart of the Day comes from indmoneyapp on Instagram and compares Elon Musk’s ~ $1 trillion net worth to the market values of five well known...

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Map of the US with each state highlighted based on its combined state and average sales tax rate, with gray representing no tax, and ranging from yellow (lowest) to dark purple (highest.)
Chart of the Day

Chart of the Day: How High Sales Tax by State?

July 23, 2026

Today’s Chart of the Day from the Tax Foundation’s "2026 Sales Tax Rates | Sales Taxes by State" highlights combined state and local sales tax rates...

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