Preserving what matters most

Caring and continuity are the hallmarks of our approach to trust and estate management. We understand this is about more than assets for you. You want to safeguard what matters most—providing for the future generations and causes most important to you.

Key Tenets

As your executor, trustee, or guardian, we help navigate complex responsibilities, relieving loved ones of the burden of administration

Our trust team is comprised of long-tenured professionals who demonstrate credibility and compassion. Our enviable consistency of staff allows for the level of stability, continuity, and personalized service that is essential for long-term or multi-generational trusts.

We serve a critical role in facilitating the interaction of family members with their advisors, CPAs, attorneys, and health care providers, ensuring cooperation, conserving financial resources, and coordinating quick resolution of outstanding matters, in addition to educating the next generation on wealth management.

Family money matters can be complicated by complex assets, tax law changes, and differing opinions or emotions—especially during difficult times. We work with you to design a plan with the goal of minimizing uncertainty. We ensure legal and regulatory compliance, evaluate tax mitigation options, and provide easy, efficient execution of your wishes.*

Going above and beyond is our standard level of service. Creating or administering a trust or estate is a very personal, unique, and often dynamic process. Therefore, accessibility and compassion are our top priorities. As trustees, we’ve been a resource to beneficiaries evaluating long-term care facilities, purchasing new homes, and been one of the first phone calls during their most impactful life events.

4 generations

When you start a relationship with Haverford Trust, you may well have a relationship for a lifetime and beyond. Some of our trusts were established with the great-grandparents of current trust beneficiaries.

Providing a full range of trust services

Whether your legacy benefits a specific charity, provides educational or health care resources for loved ones, ensures the future of your business or real estate ownership, or satisfies other wishes, Haverford can help design and administer a plan to protect your assets through it all.

Living Trusts

The Living Trust is designed to evolve with your needs and responsibilities. It defines how finances will be managed during your lifetime and in case of a long illness or incapacitation. It also allows assets to be passed to heirs without going through probate.

Charitable Trusts

A Charitable Remainder Trust (CRT) is established with your highly-appreciated assets in the name a charity or charities as the ultimate beneficiary.

Irrevocable Trusts

An Irrevocable Trust ensures that your wishes are carried out during your lifetime and after to protect those you care most about.

Special Needs Trusts

Special Needs Trusts are specifically designed to help the beneficiary preserve government assistance while providing additional funds to supplement the beneficiary’s needs.

Estate Administration

For an inexperienced executor, the responsibility can be a severe burden, and for your estate, inexperience can pose real risks. Serving as the executor of your estate, Haverford offers valuable capabilities and the advantages of great experience.

If you’d like to learn more about how we support our trust clients, click the button below.

Who we serve

Our sophisticated solutions help clients looking to plan for, delay, or control inheritance of wealth to ensure their philanthropic goals are addressed and loved ones provided for.

We recognize the profound responsibility that comes with managing and protecting our clients’ legacies, and we approach each relationship with the utmost care, compassion, and professionalism. With Haverford as your partner, you can live in the moment while knowing you’ve already thought ahead.

What we do

Our services* can include administrative and personalized support:

  • Managing assets
  • Administering and ensuring compliance with trust agreements
  • Overseeing all payments and distributions from principal
  • Supervising preparation of fiduciary tax returns and payment of taxes
  • Preparing court accountings
  • Communicating with family members
  • Providing detailed asset statements and meeting regularly with beneficiaries
  • Assisting with financial affairs
  • Paying bills in case of incapacitation
  • Managing and executing annual gift-giving programs
  • Serving as guardian of the estate

* Haverford does not provide legal or tax advice.

Get In Touch

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Begin a conversation today so that we may learn more about your investment priorities and life goals.