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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 growth of a hypothetical investment of $5,000 at various times of the year vs holding the same amount in a cash-only portfolio, from 1990-2025.
Chart of the Day

Chart of the Day: Cash is Rarely King

August 6, 2026

Today’s Chart of the Day from Fidelity’s "2026 Cash is Rarely King" presentation explores the outcomes of investing $5,000 at different points...

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Middle-aged woman with glasses and long brown hair, crouching down to be eye-level with two young children in school uniforms preparing to get on a school bus.
Savings

Saving for College: A Practical Guide for Families

August 5, 2026

College can be one of the biggest investments a family makes, but saving for college does not have to feel overwhelming. Whether your child is in...

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Chart of the Day: Summer Travel Demand

Chart of the Day: Summer Travel Demand

August 4, 2026

Today’s Chart of the Day from Data Appeal Mabrian and featured in the GTP's (Greek Travel Pages) Headlines article "Athens Leads Southern Europe in...

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