Trust & Fiduciary Services
- Estate Planning
- Estate Settlement
- Testamentary Trust
- Charitable Trust
- Special Needs Trust
- Endowment Trust
- Custody Service
- Power of Attorney
Estate Planning
We assist individuals and families clarify their estate plans and understand alternatives. Our advisors work with your attorney, reviewing documents and following up to ensure that the estate plan is on schedule and on target.
Estate Settlement
Individuals and families who name Phoenixville Federal as executor of their will find that their wishes are expedited in a prudent manner.
Testamentary Trust
Phoenixville Federal can serve as a trustee when a trust is established in the client’s will. We are uniquely qualified to manage virtually any asset type in a prudent manner.
Charitable Trust
Depending on how you want your assets to serve you and your family, we can assist with a Charitable Remainder Trust or a Charitable Lead Trust.
Special Needs Trust
Phoenixville Federal acts as an independent corporate fiduciary for Special Needs Trust clients.
Endowment Trust
Phoenixville Federal can act as trustee if you choose to give to a specific charity in perpetuity.
Custody Service
We specialize in protecting your assets if you decide to retain decision-making authority over your investments but don’t want to be burdened by details or safekeeping concerns.
Power of Attorney
Serving as Power of Attorney, Phoenixville Federal will be responsible for managing all assets in a prudent manner. You can feel confident knowing that our caring administrators are looking out for the best interest of your loved ones.
