Skip to content

Learn about our Refer-a-Friend Program. Terms and conditions apply.

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.

DSC07535

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
Learn More XX
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
Learn More XX
DSC07414

Meet with one of our specialists today for a document review.

Contact Us

Blog

On Our Minds

best days in blue and worst days in orange on chart spanning from 1980 to 2024
Chart of the Day

Chart of the Day: Darkest Before the Light

April 10, 2025

Today’s Chart of the Day is a classic one provided by Vanguard and was recently updated to reflect 2024 performance. It highlights the best and worst...

Read More
sepia toned image of Bank of Wauchula, dated 1929
Community Bank

Crews Bank & Trust - We Are Your Hometown Bank

April 9, 2025

We opened our first branch in Wauchula in 1929 and never looked back. Now, as Crews Bank & Trust, we have been a cornerstone of Central and Southwest...

Read More
Bar graph illustrating the median square-foot growth in home sizes from 1920-2020
Chart of the Day

Chart of the Day - The Opposite of Shrinkflation

April 8, 2025

Today’s Chart of the Day is from theHUSTLE with data from the US Census Bureau showing that the median square footage of houses in the US has...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.