Estate Services

First Savings Bank's Trust Department can serve as full executor, administrator or agent for individual executor or administrator to settle an estate. We can serve with any co-fiduciary/trustee in executor capacity as well.
     We can perform all the complete details of estate settlement including...

  • Payment of all debts and obligations and collecting and safeguarding all estate assets.

  • Maintaining all income flows, asset management and liquidations or transfers of estate holdings.

  • Proper accounting and appraising for all estate tax purposes of all property/assets, retirement benefits and any other assets of the deceased.

  • State and federal income, inheritance and gift tax calculation, reporting and filing.

  • First and final Pennsylvania accounting.

  • Safekeeping of all final distributions, securities and assets.

  • Prompt distribution of estate to beneficiaries.

Remember, that as a corporate executor we are not subject to death or incapacity, and maximization of income and safety in management will be stressed.
     If any special services would be required in estate settlement, appropriate additional fees may be charged. Any management, liquidations or sales of business interest, taxes, litigation, foreign assets or beneficiaries, and any unusual service involving real estate will be charged additional fees.
     Our current fee schedule is available upon request.

For additional information, contact Dean Souder in our Trust Department at 215-257-3418.

Email Dean