Skip to content

Learn about our Refer-a-Friend Program. Terms and conditions apply.

Hurricane season is unpredictable. Your finances shouldn’t be. A Home Equity Line of Credit (HELOC) gives you access to funds when you need them most.

Get Started 863-222-7005

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?
Call To Action
DSC05931 copy

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
PBP07935 copy 2

Meet with one of our specialists today for a document review.

Contact Us

Blog

On Our Minds

investment in the market is shown in blue and cash is shown in red
Chart of the Day

Chart of the Day: Not Risking is the Highest Risk

May 15, 2025

Today’s Chart of the Day from @petermallouk on X and shows the value of a dollar invested in the S&P 500 vs. sitting in cash for the last 30 years.

Read More
aerial view of house with hurricane damage - blue tarps and missing shingles on roof and tree blown down onto fence.
Banking

Home Equity Line of Credit: An Unexpected Safety Net for Storm Season

May 14, 2025

Hurricane season in Southwest and Central Florida can be unpredictable and we’ve certainly had our share of storms recently. The sight of snapped off...

Read More
chart dated from 1960 to 2020 with market peaks in green and lows in red
Chart of the Day

Chart of the Day: Corrections are Loud, Recoveries are Quiet

May 13, 2025

Today’s Chart of the Day is provided by my colleague and fellow Portfolio Manager Angie Parsons. The chart, prepared by YCharts, shows the “Bull...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.