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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

Data points on top 20 cities put together in a table. Florida cities highlighted in yellow: Fort Myers, South Bradenton, Altamonte Springs, Winter Park, Sarasota, Casselberry, Bradenton

Chart of the Day: Florida Top 7 out of 20

May 23, 2024

Today’s Chart of the Day was shared by my colleague Christine Davis, Director of Commercial Banking Services at Crews Bank & Trust.

Frustrated retirement-aged woman struggling to figure out her estate plans

What is a Corporate Trustee and Why on Earth Do I Need One?

May 22, 2024

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have...

Multi-colored line chart showing annual cancer death rates by country, from 1950 to today. Chart shows how cancer death rates have decrease from 150 to 100 per 100,000 people over this time period.

Chart of the Day: Declining Cancer Death Rates

May 21, 2024

Today’s Chart of the Day from Our World in Data shows the death rate from cancer per 100,000 people going back to 1950.