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Trust Administration

We’re here to help however we can.

Trust management involves making decisions in the present while trusting someone to carry them out in the future.

Crews Trust and Wealth team members

Our trust administrators work alongside you as you make your present decisions, and they ensure that your wishes will be followed. 

Our trust administration services include:
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management
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Through our premium trust attention, we’ll:
  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
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Blog

On Our Minds

Bar chart showing the percentage of 8,600 U.S. respondents between the ages of 18-65 who use or own financial products.
Chart of the Day

Chart of the Day: Americans Trust Savings Account

September 10, 2026

Today’s Chart of the Day from Statista's, Americans Trust the Savings Account, shows that Americans overwhelmingly favor savings accounts, with 45%...

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Chart of the Day: Annual Fees
Chart of the Day

Chart of the Day: Annual Fees

September 8, 2026

Today's Chart of the Day, featured in The Wall Street Journal article Exclusive | Robinhood Revamps $695 Platinum Card After Customers Take Issue...

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Chart of the Day: Estate Plan Ownership
Chart of the Day

Chart of the Day: Estate Plan Ownership

September 3, 2026

Today’s Chart of the Day comes Trust & Will's 2026 Estate Planning Report: Key Findings and Trends and breaks down estate planning participation...

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