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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

Map of the United States with each state colored in shades of green (dark green is highest to light green being lowest) for wealth moving into a state and shades of pink (dark being greatest loss to light pink being least amount) for wealth moving out of a state) based on post-Covid numbers.
Chart of the Day

Chart of the Day: Post-Pandemic Wealth Migration

May 19, 2026

Today’s Chart of the Day, sourced from the article "New Map Shows Extent of Post-Pandemic Wealth Migration", found on Realtor.com, gives a snapshot...

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Bar graph spanning from 1980 to 2026, showing the number of stock market pullbacks the stock market experiences each year.
Chart of the Day

Chart of the Day: Stock Market Pullback

May 14, 2026

Today’s Chart of the Day, 10 Charts To Address Concerns On 2026 Geopolitical Conflict, comes from Kitces.com and reminds investors that market...

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Bar graph comparing the S&P 500, MSCI World and Gold returns.
Chart of the Day

Chart of the Day: Investing in Gold

May 12, 2026

Today's Chart of the Day from the New York Post article "Bullish or Bearish on Bullion? How to think about gold investing in 2024" shows the...

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