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1

50 W. Lancaster Ave., Ardmore, PA 19003 610-896-6435

ATM Safe Deposit Boxes Coin Machine  Bank Branch

2

5000 Pennell Road, Aston, PA 19014 610-364-7800

ATM Safe Deposit Boxes  Bank Branch

3

135 City Ave., Bala Cynwyd, PA 19004 610-664-6293

ATM Safe Deposit Boxes  Bank Branch

4

599 Skippack Pike, Blue Bell, PA 19422 215-646-9102

ATM Safe Deposit Boxes Coin Machine  Bank Branch

5

3218 Edgmont Ave., Brookhaven, PA 19015 610-876-6293

ATM Safe Deposit Boxes Coin Machine  Bank Branch

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Bryn Mawr, PA 19010 610-581-4910
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Trusts & Estates

Fulfilling Lifetime Goals and Shaping Legacies

With over a century of managing trusts and estates, Bryn Mawr Trust has long been a leader in wealth transfer strategies. Our deep and proven expertise has helped generations of clients not only achieve their lifetime goals, but shape their legacy as well.

From planning to oversight, a personal Wealth Advisory Team works with you to find the best solutions for your specific life situation, always in conjunction with your goals. Whether it’s the settlement of an estate or setting up a tax-advantaged trust, we construct a strategy using a big-picture approach, yet we are sticklers for the details.

Trust Oversight and Administration

Bryn Mawr Trust can serve as trustee or agent of the trustee for Irrevocable and Revocable Trusts, Tax-Planning Trusts, and Special Needs Trusts. With the highest ethical standards as well as objective perspective, we ensure the proper administration of trusts in accordance with the grantors’ instructions.

Estate Planning and Settlement

In addition to planning and settlement, our comprehensive estate services include review of wills and trusts and assessment of tax consequences.

Designated Special Needs Trust Unit

This special unit is headed up by a team of professionals with expertise in the practical, personal, financial, medical, and legal issues of special needs individuals and their families.