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

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Blog

On Our Minds

Bar graph showing the S&P 500's performance by decade, dating back to the 1930's
Chart of the Day

Chart of the Day: S&P By Decade

July 30, 2026

Today's Chart of the Day from Charlie Bilello’s blog, "The Week in Charts," from June 24, 2026, examines the S&P 500's performance by decade, with...

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Stacked bar graph comparing Elon Musk's new worth of $1T to the combined market values of Dell, McDonald's, PepsiCo, Reliance and Uber.
Chart of the Day

Chart of the Day: Elon Musk is Bigger

July 28, 2026

Today’s Chart of the Day comes from indmoneyapp on Instagram and compares Elon Musk’s ~ $1 trillion net worth to the market values of five well known...

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Map of the US with each state highlighted based on its combined state and average sales tax rate, with gray representing no tax, and ranging from yellow (lowest) to dark purple (highest.)
Chart of the Day

Chart of the Day: How High Sales Tax by State?

July 23, 2026

Today’s Chart of the Day from the Tax Foundation’s "2026 Sales Tax Rates | Sales Taxes by State" highlights combined state and local sales tax rates...

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