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Complimentary Document Review

We understand trust is earned.

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


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.


Meet with one of our specialists today.

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On Our Minds

bar chart shows better age to start saving at in green

Chart of the Day: Invest Early, Save Often

November 28, 2023

There are three big factors that influence investments one has by retirement: how much, what investments, and how long. Today’s Chart of the Day from...

woman at computer

Why You Should Opt for Online Bank Statements

November 27, 2023

In the digital age, more and more people are choosing to receive their bank statements online. Here are some compelling reasons why you should...

blue bar chart dating back to 2003

Chart of the Day: Missing Best 20 Days

November 22, 2023

Today’s Chart of the Day from JP Morgan shows the returns of the stock market if you missed a certain amount of “best days” dating back 20 years.