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Crews Bank & Trust will never contact you to request sensitive personal information, such as your online banking credentials, Social Security number or PIN. If you have questions or something doesn’t feel right, contact us directly at 888-406-2220.

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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

Chart of the Day: All Time Record ETF Flows
Chart of the Day

Chart of the Day: All Time Record ETF Flows

October 15, 2026

Today’s Chart of the Day from Fidelity's All-time record for ETF flows shows which sectors are seeing an increase or decrease in investor capital...

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7 Family Conflicts That Disrupt Estate Settlement
Estate Planning

7 Family Conflicts That Disrupt Estate Settlement

October 14, 2026

Estate settlement is rarely just a financial process. It often unfolds during a time of grief, stress, and uncertainty, when long-standing family...

Read More
Chart of the Day: S&P 500 Net Profit
Chart of the Day

Chart of the Day: S&P 500 Net Profit

October 13, 2026

Today’s Chart of the Day from Charlie Bilello's Blog, The State of the Markets (August 2026), highlights a sharp rise in S&P 500 profit margins after...

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