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Estate Services

Help your heirs by protecting your assets.

Our Trust team is here to guide you through the necessary steps for securing your present and your future. Our team meets the highest legal obligation as true fiduciaries by acting in our clients’ best interests at all times.

Estate Services

Crews Bank & Trust professionals will help you address important issues such as:

  • Who will inherit my assets?
  • How can I minimize tax impacts?
  • What will happen to in-state and out-of-state properties?
  • Who will care for me if I become incapacitated?
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We take the time to thoroughly understand the important details of your financial position.

We will discuss your plans for the future and help you identify investment, tax and estate planning opportunities. With this critical information in mind, we will draw upon our experts to create a plan to address your financial objectives, now and in the future. Our estate services include:

  • Professional, impartial personal representative for your estate
  • Interim safekeeping of estate assets: collect and protect your assets pending settlement
  • Managing the probate process
  • Identifying any creditors, validate and pay claims
  • Providing detailed monthly statements to your beneficiaries
  • Beneficiary payment and acknowledgement
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Meet with one of our specialists today for a document review.

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On Our Minds

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”...

existing homes in green, and new homes in purple. The two lines meek at $416k

Chart of the Day: Existing Equal to New

September 26, 2023

Today’s Chart of the Day from The Kobeissi Letter, @KobeissiLetter on X, shows that the prices of new homes are falling and are now the same price as...

Choose Local: 10 Benefits of Community Banks

Choose Local: 10 Benefits of Community Banks

September 21, 2023

Community banks are threaded into the local economy of many towns in the country. By serving the local residents and businesses with necessary...