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All of our locations will be closed on Monday, September 7, in celebration of Labor Day. Remember, you can bank anytime, anywhere with online and mobile banking.

Our new Fort Myers branch is open! Visit us at The Parks Shops at Andrea Lane, 14261 S Tamiami Trail Unit 5.

Get Started 863-222-7005

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.

Request an appointment

Blog

On Our Minds

Chart of the Day: Estate Plan Ownership
Chart of the Day

Chart of the Day: Estate Plan Ownership

September 3, 2026

Today’s Chart of the Day comes Trust & Will's 2026 Estate Planning Report: Key Findings and Trends and breaks down estate planning participation...

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Chart of the Day: Wider Winners Circle

Chart of the Day: Wider Winners Circle

September 1, 2026

Today’s Chart of the Day created in YCharts with data from Morningstar compares the performance of the S&P 500 with small-cap, mid-cap, and...

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Chart of the Day: NIL College Compensation
Chart of the Day

Chart of the Day: NIL College Compensation

August 27, 2026

With the return of college football, Saturdays across the country are loud and rowdy yet again. Today’s Chart of the Day from Crystal Capital...

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