Trust Administration
Personalized professional attention
characterizes Pennsylvania’s Trust’s estate, trust, tax and related services. Our seasoned decision-makers, whether acting as trustee, executor, guardian or advisor, work to bring about clients’ long-term goals.
We learn about our clients’ financial circumstances and find imaginative, flexible and individualized solutions. We are committed to maintaining a high staff-to-client ratio to ensure prompt, reliable and technically correct handling of our clients’ affairs.
Simply appointing an executor for an estate is no guarantee of smooth sailing. Recently, for example, the sudden death of an executor, who was to continue as trustee, precipitated a crisis. The estate was found in disarray, no successor had been named, and the disbursement of funds had been delayed. After a court proceeding, Pennsylvania Trust was appointed as trustee.
Through painstaking reconstruction of the estate from brokerage statements and miscellaneous and often incomplete documents, we were able to prepare an accounting, construct specific trusts for a daughter and grandchildren, and arrange for distributions for tuition payments. Thus, the original intent of the will was preserved and the heirs received their rightful legacy.