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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

Line graph illustrating a timeline of market growth and innovation eras.

Chart of the Day: The Stock Market and Tech Innovations

June 4, 2026

Today's Chart of the Day from Kitces.com, "10 Charts To Address Concerns On 2026 Geopolitical Conflict," presents an interesting timeline of market...

Bar graph showing the largest companies globally and where two highly anticipated IPO candidates for 2026 are expected to place amongst the established giants.

Chart of the Day: IPO Class of 2026

June 2, 2026

Today’s Chart of the Day from arvy's "The IPO Class of 2026" offers a snapshot of two highly anticipated IPO candidates for 2026, comparing their...

Map of the US highlighting in green states where Tenancy by Entirely is available, as of 2024.

Chart of the Day: Tenancy by Entirety

May 28, 2026

Today’s Chart of the Day from World Population Review highlights which U.S. states recognize Tenancy by the Entirety (TBE) as a form of asset titling.