Skip to content
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

A family of four unpacks a moving truck and carries boxes into their new home.

Moving to Florida

September 29, 2023

If you or your family are moving to Florida, we’d like to welcome you to our state. Whether you’re relocating for work, buying a new home with your...

Chart of the Day: Liquidity of the Big Three ETF Companies

Chart of the Day: Liquidity of the Big Three ETF Companies

September 28, 2023

Today’s Chart of the Day from Bloomberg’s Eric Balchunas shows that the “big three” of providers of Exchange Traded Funds (aka ETFs), which are...

Chart of the Day: Mega-Cap Tech for the Win

Chart of the Day: Mega-Cap Tech for the Win

September 27, 2023

Today’s Chart of the Day shared by @KobeissiLetter on X, formerly known as Twitter, shows that seven companies, often called “The Magnificent Seven”...