Skip to content

Be financially ready for hurricane season. Access funds when you need them with a Home Equity Line of Credit (HELOC). Loans subject to credit approval. NMLS #406389 

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?
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

Bar graph spanning from 1980 to 2026, showing the number of stock market pullbacks the stock market experiences each year.

Chart of the Day: Stock Market Pullback

May 14, 2026

Today’s Chart of the Day, 10 Charts To Address Concerns On 2026 Geopolitical Conflict, comes from Kitces.com and reminds investors that market...

Bar graph comparing the S&P 500, MSCI World and Gold returns.

Chart of the Day: Investing in Gold

May 12, 2026

Today's Chart of the Day from the New York Post article "Bullish or Bearish on Bullion? How to think about gold investing in 2024" shows the...

Bar graph showing worldwide semiconductor revenue through 2025 and forecasted for 2026-27 to grow beyond the $1 trillion mark.

Chart of the Day: Global Semiconductor Demand

May 7, 2026

Today’s Chart of the Day is from the article "How the AI Boom Has Transformed the Chip Industry into a Market Monster" in the Wall Street Journal and...