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Schedule a Free 30-Minute Document Review

Take advantage of our complimentary sessions to review your financial and estate planning documents. Our experts will help you identify gaps, update key details, and give you peace of mind knowing your plans are on track.

Schedule Your Review

Why Schedule a Document Review?

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Identify gaps in your current estate planning documents by reviewing your will, trust, power of attorney, living will or health care surrogate
documents.

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Plan for the future. We will discuss your plans for the future and help you identify investment, tax and estate planning opportunities.

 

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Ensure accuracy of your documents so that they reflect any recent life changes like marriage, divorce, or the birth of children.

Meet Your Local Wealth and Estate Planning Experts

Christine Hause

Christine Hause

Vice President, Senior Wealth Strategist

Kerry Hunter

Kerry Hunter

Wealth Strategist

With years of experience guiding clients through complex financial and estate planning, Christine and Kerry bring expert insights from a Trust Officer's perspective and provide a personalized approach to each document review. Their deep understanding of wealth management ensures that your assets are properly protected and your documents are in alignment with your goals.

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

Book Your Free Review

What to Expect in Your Free 30-Minute Session

  • Personalized Review: We’ll walk through your key financial documents, identifying any areas that may need adjustments or updates.
  • Professional Guidance: Our trust experts will provide tailored recommendations based on your unique situation and financial goals.
  • Clear Next Steps: After the review, you’ll leave with a clearer understanding of your current document standing and any potential updates or adjustments needed.

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?
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Document Reviews Include Assessments of:

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Trust Agreements

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Wills

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Investment Portfolios

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Power of Attorney Documents

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Estate Planning Documents

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Retirement Plans

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Beneficiary Designations

Is a Document Review Right for You?

Now’s an ideal time to get your documents in order if any of the following applies to you:

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You haven’t reviewed your trust, will, or estate planning documents in over a year.

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You don't have an estate plan yet, and you want to determine what your next steps would be in creating one.

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You’ve recently experienced significant life changes, such as marriage, divorce, or new additions to the family.

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You want to ensure your assets are properly protected and your beneficiaries are clearly designated.

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Your trust or will was created in another state, and you want to ensure it complies with local laws.

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You’re planning for retirement or considering updates to your estate plans.

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Document Review Days

Please select your preferred date and location, one of our Crews Team members will reach out to schedule a time.

If you are unable to attend any of these dates, or if none are listed at this time we would be happy to schedule a review on a date of your choice.  Please Call Trust Client Services Associate Linda Ferrara at 941.624.1943.

 Monday, March 10

  • Gulf Cove branch
     12651 S. McCall Rd., Port Charlotte
    With Kerry Hunter 

 Wednesday, March 12

  • Venice branch
    207 S. Tamiami Trail, Venice
    With Kerry Hunter 

Thrusday, March 13

  • Venice branch
    207 S. Tamiami Trail, Venice
    With Kerry Hunter 

 

 Wednesday, April 9

  • Venice branch
    207 S. Tamiami Trail, Venice
    With Kerry Hunter 

 Thursday, April 10

  • Punta Gorda branch
    2331 Tamiami Trail, Punta Gorda
    With Christine Hause

Thursday, March 27

  • North Port branch
    4300 Aidan Lane, North Port
    With Christine Hause

 Wednesday, April 9

  • Murdock branch
    1100 Tamiami Trail, Port Charlotte
    With Christine Hause

Wednesday, April 16

  • Gulf Cove branch
     12651 S. McCall Rd., Port Charlotte
    With Kerry Hunter 

Schedule your document review session today to gain peace of mind and protect your assets for the future.

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