The Wealth Management Offices are under construction for a few months.
Please use the lobby of our Newtown Branch to meet with our Wealth Advisors.

Estate Administration illustration

Estate Administration

The Estate Administration unit has the experience and expertise required for the prompt and efficient settlement of estates both large and small. Our staff of professionals can effectively handle the many duties required of an executor. Some of these duties include:

  • Assembly and protection of assets
  • Payment of debts and expenses
  • Preparation and filing of income and death tax forms
  • Distribution of assets according to the provisions of the will
Call us at 215.968.4872 or contact a member of our team to discuss your needs.

Our experienced staff is always available to handle estate matters in a fair and impartial manner. Family members are relieved of the burden of dealing with financial issues during a difficult period.

We welcome the opportunity to discuss these services with you. Please call us at 215.968.4872 and schedule an appointment today.

 

This product is not FDIC insured, nor bank guaranteed and may lose value.