Skip to content

Small business? Turn your phone into an on-the-go card reader with Tap2Local.  

Take the first step toward securing your legacy. Attend a complimentary estate-planning seminar.
Investment products are not insured by the FDIC, are not deposits, and may lose value.

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 from 5/1928 to present illustrating the number of days the S&P 500 has shown positive index + negative breadth or vice versa.
Chart of the Day

Chart of the Day: The Costanza Market

July 16, 2026

Today's Chart of the Day is from Jason Goepfert on X: "It has been a Costanza market* to a historic degree. Never before has the S&P 500 index gone...

Read More
woman and child at a farmers market using a credit card to tap and pay on a vendor's phone.
Business Online Banking Mobile Banking

Streamline Your Small Business Payments with Tap2Local

July 15, 2026

Picture this: It’s a busy Saturday morning at your weekend market booth. A customer falls in love with your handmade products, picks out three items,...

Read More
Bar-graph illustrating, by generation, the percentage of how each handles their finances from all monies in a joint account, a combination of joint and separate accounts or totally separate.
Chart of the Day

Chart of the Day: Couples and Money

July 14, 2026

Today's Chart of the Day from Fidelity’s "2026 Couples and Money Study" highlights some key findings on how couples manage their money.

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.