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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

Infographic on overconfidence bias showing that 65% of Americans believe they have above-average intelligence and 73% believe they are above-average drivers.
Chart of the Day

Chart of the Day: Overconfidence Bias

September 24, 2026

Today’s Chart of the Day from Schwab Asset Management's blog, Overconfidence bias, highlights a well-known concept in behavioral finance:...

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Family standing in front of new home
Buying a home

Florida Home Buying: Mortgage Tips for Buying a Home with Confidence

September 23, 2026

Searching for a home in Florida often starts with a simple question: How much house can I afford? From mortgage preapproval and loan options to...

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Chart of the Day: The Average Millionaire
Chart of the Day

Chart of the Day: The Average Millionaire

September 22, 2026

Today’s Chart of the Day pulls data from several sources to show what it really takes to become the average millionaire.

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