Trust & Fiduciary Services
- Estate Settlement
- Revocable and Irrevocable Trust
- Charitable Trust
- Special Needs Trust
- Power of Attorney
Estate Settlement
Individuals and families who name Phoenixville Federal as executor of their will find that their wishes are expedited in a prudent manner.
Revocable and Irrevocable 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.
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.
