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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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Blog

On Our Minds

Blue bar chart showing the odds of gains in the stock market over various time frames.
Chart of the Day

Chart of the Day: Odds of Gains

June 26, 2025

Today’s Chart of the Day is from Ritholtz Wealth Management and shows the odds of having a gain while holding stocks represented by the S&P 500.

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Line chart showing the percentage of industrial jobs vs total employment for several countries from 1801 to 2019.
Chart of the Day

Chart of the Day: Greater Wealth More Services

June 24, 2025

Today’s Chart of the Day was provided by my colleague and fellow Portfolio Manager Angie Parsons from an article in the Economist.

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Donut chart showing percentage of when retirees exited the workplace
Chart of the Day

Chart of the Day: 58% Retire Sooner than Planned

June 19, 2025

Today’s Chart of the Day is from Yahoo Finance showing when retirees exited the workforce.

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