Complimentary Document Review

Let us help you with your personal trust administration needs.

We will take time to thoroughly understand the important details of your family and 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 and Investment Management Services provides a fundamental role in the preservation and enhancement of assets. By establishing a trust relationship, you may ensure that your assets are managed tomorrow the way you manage them today, for your personal benefit or the benefit of your heirs.

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?
  • Will your estate plans from your home state function properly in Florida?

Schedule Your Appointment Today

We are ready to help plan for you and your family's financial future.

Meet the Team

Get to know the local team of smiling faces managing your Crews Bank & Trust account.

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