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Complimentary Document Review

We understand trust is earned.

Trust and Wealth Management Services provides a fundamental role in the preservation and enhancement of assets.

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Schedule a free, 30-minute one-on-one appointment to review your estate planning documents or Investment Portfolio. 

Crews Bank & Trust's professionals will help you address important issues such as:

  • Are your assets properly titled and inventoried?
  • How can you avoid probate?
  • Have your beneficiaries been properly designated on all your assets?
  • Are your will, trust, durable power of attorney, and health care documents up-to-date?
  • Is your will or trust fully funded?
  • Are your investments properly diversified to give you the retirement you desire?
  • Will your estate plans from your home state function properly in Florida?

Schedule Your Appointment Today

Discuss your will, trust, investment portfolio, or other estate planning documents with our team.

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Meet with one of our specialists today.

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Blog

On Our Minds

US map with county lines, pink means negative change and dark green is positive, most of Florida is dark green

Chart of the Day: Population Shift

April 18, 2024

Today’s Chart of the Day is from Meghan Malas with data from the US Census Bureau.

Young man looking at his computer and talking to his banker about being scammed.

Stay Sharp: Tips to Avoid Being Scammed

April 17, 2024

In an act of desperation, Terry* frantically picked up the phone and called his Personal Banker at Crews Bank & Trust. Minutes before, when he logged...

graph is a grey

Chart of the Day: Life Satisfaction Over Time

April 16, 2024

Today’s Chart of the Day is from an article discussed in "A Wealth of Common Sense" by Ben Carlson with data from a research paper by David...