Skip to content

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.

Fraud Alert: We will never text, email, or call you to ask for your PIN or password.

Get Started 863-222-7005

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?
Call To Action
DSC05931 copy

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
PBP07935 copy 2

Meet with one of our specialists today for a document review.

Contact Us

Blog

On Our Minds

Blue map of the united states showing return on investment of homes
Chart of the Day

Chart of the Day: Real Estate Over Five Year Spans

July 25, 2024

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975.

Read More
young black couple sitting on a couch with an open laptop and reviewing some documents as their financial advisor looks on
Chart of the Day

Building a Diversified Investment Portfolio: Balancing Risk and Reward

July 24, 2024

Investing can be complex, but one principle that stands the test of time is diversification. Diversification involves spreading your investments...

Read More
Line graph showing Renter Burden vs. Homeowner Burden changes from 2015 through 2024
Chart of the Day

Chart of the Day: Imbalance of Rent vs. Buy

July 23, 2024

Today’s Chart is from Zillow showing that typically the share of income spent on housing costs for homeowners, such as mortgage, taxes, and...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.