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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

map of the United States divided by county, Florida's mega region is shown in light purple

Chart of the Day: Florida's 6%

June 20, 2024

Today’s Chart of the Day with data from the US Census Bureau compiled by Michael Arouet shows that 52% of the US population lives in seven “Mega...

Picture of happy older hispanic woman spending time with her two young grandsons

Plan Ahead: Prepare for Your Future with Estate Planning

June 19, 2024

Many of us were taught from a young age that it’s not polite to talk about money or ask about beneficiaries. These topics can be awkward and...

Map of the world in gray with green areas illustrating that 50% of the world's GDP (Gross Domestic Product) comes from areas that only make up 3.6% of the total world's land mass.

Chart of the Day: Half of World GDP

June 13, 2024

Today’s Chart of the Day from Epic Maps, @Locati0ns on X, shows that 50% of the world’s Gross Domestic Product (aka GDP, which is a measure of all...