Trust & Fiduciary Services
Individuals and families that name Phoenixville Federal Bank and Trust as executor or trustee of their estate can feel confident knowing that our caring professionals are looking out for the best interest of their loved ones. We have the knowledge and experience to handle complex duties that arise from estate plans. Our services are provided locally, not by an out-of-state office. You can also count on the same team of professionals year after year.
- Estate Settlement
- Agent for Trustee
- Revocable and Irrevocable Trust
- Charitable Trust
- Special Needs Trust
- Power of Attorney
Individuals and families who name Phoenixville Federal as executor of their will find that their wishes are expedited in a prudent manner.
If you have been named as trustee, you can retain Phoenixville Federal to act as your "Agent". Since professional trustees such as Phoenixville Federal have significant experience and expertise in trust administration, it may be advantageous for an individual to hire us to help mitigate risks by handling administrative tasks and account monitoring.
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.
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.
A Special Needs Trust is designed to manage resources for an individual while maintaining their ability to receive government benefits. Phoenixville Federal acts as an independent corporate fiduciary for Special Needs Trusts and works closely with other professionals to properly administer the trust.
Serving as Power of Attorney (financial only), 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.