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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

Image of a house with each component's (roof, stove, flooring, etc.) broken down by its life expectancy.
Chart of the Day

Chart of the Day: How Long Will It Last?

October 14, 2025

Today’s Chart of the Day is from the National Association of Home Builders showing the life expectancy of parts and systems in your home.

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Bar graph illustrating the projected success of retirees' money lasting through their retirement years based on withdrawal percentages.
Chart of the Day

Chart of the Day: 4.0% to 5.5% Rule

October 9, 2025

Today’s Chart of the Day is from an article called “Why the 5% Rule is the New 4%” by Nick Maggiulli and includes a chart from Bill Benger’s new book...

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Attractive young black mom looking at her phone, sitting in car with puppy and son in background at baseball practice.
Online Banking Mobile Banking Banking

Why Choose Online Banking? Our Top 10 Reasons

October 8, 2025

Mary’s days are busy from the moment she wakes up until well into the evening, juggling her three kids in school, sports and dance classes, a...

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