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The Boca Grande branch will return to regular hours on Thursday, Nov. 21. 

All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.

Registration for free estate planning seminars is now open.

Get Started 863-222-7005

Trust Services

Fulfill your life’s goals today and tomorrow.

Trust and Wealth Management Services provide a fundamental role in the preservation and enhancement of your assets. 

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By establishing a trust relationship, you can ensure today that your assets are managed well tomorrow, for your own benefit and the benefit of your heirs.

Crews Bank & Trust's professionals will help you answer important questions such as:

  • Who will inherit your assets?
  • Who will care for you in the event you become incapacitated?
Our trust and wealth management experts will help you meet your financial objectives by identifying investment and estate planning opportunities suitable to you. 

Let us help you with your personal Trust needs. Attend an educational seminar or schedule a complimentary review of your current documents and investment portfolio.

Trust and Wealth Services

 

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Seminars

We offer free seminars designed to give you an experienced Trust Officer’s perspective on Estate Planning and Asset Management.

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Estate Services

Estate planning lets you make sure your loved ones are provided for in the best possible way.

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Trust Administration

Our knowledgeable staff will help you find the right trustee for your revocable or irrevocable trust or your IRA.

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Complementary Document Review

Whether you want to discuss your will, trust, Power of Attorney or other documents, our team is here to help.

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Blog

On Our Minds

Happy, smiling, middle-aged Hispanic couple sitting on front stairs of a home.
Buying a home

Ten Tips for Refinancing Your Mortgage

November 20, 2024

Refinancing a mortgage can be a smart financial move when done right. It offers the potential for lower interest rates, better loan terms, and even...

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Line graph illustrating the percentage of manufacturing jobs as compared to all jobs in the US from 1948 to 2023.
Chart of the Day

Chart of the Day: Manufacturing Decline

November 19, 2024

Today’s Chart of the Day comes from GlobalData and shows the percentage of manufacturing jobs in the US, from 1948 to 2023.

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defined contributions in blue, defined benefits in green
Chart of the Day

Chart of the Day: More 401(k)'s Than Ever

November 14, 2024

Today’s Chart of the Day comes from Torsten Slok who is the Chief Economist with Apollo. It shows the increase of defined contributions (401K’s and...

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