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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

Chart of the Day: Women and Investing
Chart of the Day

Chart of the Day: Women and Investing

September 17, 2026

Today’s Chart of the Day from SoFi, Women and Investing: The 2026 Outlook, Strategies & Trend, breaks down the investment tendencies between men and...

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grandmother hugging a young girl who just gave her a bouquet of flowers while several young adults watch in the background.
Estate Planning

Is a Family Member the Best Trustee for Your Florida Trust?

September 16, 2026

Estate planning services can help Florida families do more than transfer assets. A thoughtful plan can reduce uncertainty, preserve relationships,...

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Bar graph comparing median job tenure by worker type and age; government workers have the longest tenure, reaching 15 years among ages 45 to 54.
Chart of the Day

Chart of the Day: Job Tenure

September 15, 2026

Today’s Chart of the Day, Retirement in America, from NIRS highlights how job tenure varies across age groups and employment sectors. Younger workers...

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