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Learn how you can achieve your financial goals for yourself and your loved ones at a free seminar. Visit our seminars page to view dates, topics and locations.

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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

grid shows 1st in light blue, 2nd in black, and 3rd in dark blue

Chart of the Day: Winners Don't Win Forever

July 11, 2024

Today’s Chart of the Day is from Counterpoint Global with data from FactSet. It shows the top three largest US companies from 1950 to 2023. AT&T...

Young couple laughing and holding a Sold real estate sign

Buying Your First Home: What to Expect

July 10, 2024

Buying your first home is both exciting and intimidating. It's likely the largest amount of money you've ever spent, and you want to ensure you know...

Line graph illustrating the number of hours a worked per worker since 1974 for select economies - some of the lines represent the US in white, France red, and Germany blue.

Chart of the Day: US Work Ethic

July 9, 2024

Today’s Chart of the Day is from the Financial Times and shows the number of annual hours worked, per worker, for select economies since 1974.