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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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On Our Minds

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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...