Trusts & Estates
The decision to establish a trust or settle an estate is a unique moment in life. It is a moment for caring about the financial future of those who will survive us. It is an investment in continuity, sometimes for multiple generations. Caring and continuity — they also describe the Haverford approach to trusts and estates.
The Haverford Trust Company seeks to relieve families of the burden of administering an estate or trust while communicating clearly and sensitively with each member. We consider ourselves part of your team and work closely with your attorneys, CPAs, financial planners and healthcare providers to achieve the goals you set. We facilitate family members’ interaction with these advisors so as to encourage cooperation and make possible a quick resolution of outstanding issues. Whether we function as executor, trustee or in some other role, our highest priorities are confidentiality, objectivity, responsiveness — and protecting the value of the estate or trust. One management fee covers both trust administration and investment management. Haverford provides personalized service uniquely suited for relationships of $1 million or more.
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
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