Trust and Estate Services

Protecting Your Assets for Future Generations

At Penn Community Bank, your personal trust account is managed according to your customized document and to your specific personal and/or family needs.

We know how hard you have worked to build wealth. Our Personal Trust services are designed to help you manage, protect and distribute assets in the manner you intended. We’re proud to have a proven track record of providing outstanding trust administration and support for a variety of unique needs. We offer a worldly view on a local level…offering a wide menu of trust-related services.

We can assist you with:

  • Acting in a fiduciary capacity as trustee, co-trustee, or directed trustee

  • Funded and unfunded estate plans

  • Acting as a Executor or as an agent for Executor when called upon

  • A wide variety of trust services, including revocable, irrevocable, charitable, and special needs trusts

How may we help you? Call the Trust Department at Penn Community Bank today at 215-788-1234.
Contact us to find products and solutions to meet your financial goals.

 

Investment advisory services are offered through Penn Investment Advisors, Inc. (PIA), a Registered Investment Advisor.  PIA is a wholly-owned subsidiary of Penn Community Bank (Bank). PIA does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by PIA are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.

No client or prospective client should assume that any information presented and/or made available via this website serves as the receipt of, or a substitute for, personalized individual advice from PIA, which only can be provided through a formal advisory relationship.

Please see the “Contact Us” section for information on contacting PIA.