Trust Administration | Crews Bank & Trust

Planning for the future is difficult. Let our trust administration experts help.

Planning for the future requires forethought, making long-term decisions today and trusting someone to carry them out for you.

Our Trust experts 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, our experts will create a plan to address your financial objectives, now and in the future.

Trust Administration Services Include:

Revocable Living Trusts
Irrevocable Trusts
Charitable Remainder Trusts
Grantor Retained Trusts
IRA and Roth IRA Management
Public or Private Foundation Management
Guardianship Management

Through our Premium Trust Attention, we’ll:

Coordinate estimated tax payments working with your tax accountant or preparer
Process bills (unlimited) and medical claims
Facilitate caregiver services, including transportation
Manage your checkbook and any real estate held in trust
Arrange home repairs and capital improvements
Organize medical and prescription services
Make personal visits

Trust Administration Services Product Sheet

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