Skip to content
Follow us on Instagram @crews_bank.
Get Started 863-222-7005

Trust Services

Fulfill your life’s goals today and tomorrow.

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

DSC08413-1

By establishing a trust relationship, you can ensure today that your assets are managed well tomorrow, for your own benefit and the benefit of your heirs.

Crews Bank & Trust's professionals will help you answer important questions such as:

  • Who will inherit your assets?
  • Who will care for you in the event you become incapacitated?
Our trust and wealth management experts will help you meet your financial objectives by identifying investment and estate planning opportunities suitable to you. 

Let us help you with your personal Trust needs. Attend an educational seminar or schedule a complimentary review of your current documents and investment portfolio.

Trust and Investment Wealth Services

 

Artboard 22 copy 14@2x-1

Seminars

We offer free seminars designed to give you an experienced Trust Officer’s perspective on Estate Planning and Asset Management.

Artboard 5 copy@2x-1

Estate Services

Estate planning lets you make sure your loved ones are provided for in the best possible way.

Artboard 6 copy@2x-1

Trust Administration

Our knowledgeable staff will help you find the right trustee for your revocable or irrevocable trust or your IRA.

Artboard 7 copy@2x-1

Complementary Document Review

Whether you want to discuss your will, trust, Power of Attorney or other documents, our team is here to help.

Blog

On Our Minds

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...

S&P 500 shown in red, dollar shown in blue

Chart of the Day: Inflation vs. Stocks

April 11, 2024

Today’s Chart of the Day comes from Charlie Bilello with information from YCharts. Over the last 30 years, inflation reduced the value of a dollar by...

young girl giving money to a teller

When is the Right Time to Start Talking to Your Children about Money?

April 10, 2024

When should parents talk to their children about money and how does one go about it? Just as you wouldn't throw a child into a swimming pool without...