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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

Line graph illustrating the average increase in life expectancy, from 1900 to 2023.
Chart of the Day

Chart of the Day: Life is Longer

December 11, 2025

Today’s Chart of the Day is from Our World in Data showing that the global average life expectancy went from 32 years in 1900 to 73 years as of 2023.

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concerned professional middle-aged man looking at his credit card, holding a phone.
Security and Fraud Prevention

Stay Safe This Season: 15 Holiday Scams to Avoid

December 10, 2025

The holiday season is a time for celebration, generosity, and connecting with loved ones. Unfortunately, it’s also a time when scammers ramp up their...

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Bar graph showing how much, by age, one would have to save per month in order to be a millionaire at age 65.
Chart of the Day

Chart of the Day: How Much to Save

December 9, 2025

Today’s Chart of the Day from @PeterMallouk is a good one to share with the friends and family who are still working and saving.

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