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.
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?
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
Blog
On Our Minds
Chart of the Day: Lobbying
November 7, 2024
Today’s Chart of the Day is from Open Secrets and shows the amount of money spent in lobbying our federal government in 2023. We have all heard about...
Your Banking Toolbox: Online Banking Tools for Small Businesses
November 6, 2024
Running a small business requires the right set of tools to manage finances efficiently and securely. Crews Bank & Trust offers a well-stocked...