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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

bar chart compares US to UK, Germany and France

Chart of the Day: Hot Desking

November 30, 2023

Today’s Chart of the Day comes from AlphaWise in a Bloomberg article about the rise of “Hot Desking.” This is when work areas, such as desks, are not...

Large imports shown in various shades of red

Chart of the Day: Biggest Imports to the US

November 29, 2023

Today’s Chart of the Day is a chart from howmuch.net shared by ritholz.com showing the biggest imports into the US per country.

bar chart shows better age to start saving at in green

Chart of the Day: Invest Early, Save Often

November 28, 2023

There are three big factors that influence investments one has by retirement: how much, what investments, and how long. Today’s Chart of the Day from...