BANKING INSURANCE INVESTMENTS who we are OPEN ACCOUNT LOGIN TRUST AND ESTATE SERVICES personal investments The future of your hard-earned success is what you make of it, starting with today. A well-crafted estate planning strategy designed to meet your present and future goals will allow you to preserve your wealth while maintaining your current lifestyle, and create a lasting legacy for generations to come. Since 1928, our committed trust services team (Opens in a new Window) (Opens in a new Window) has helped administer client-specific strategies utilizing custom financial, trust and estate planning solutions that align with our clients’ priorities. Living Trusts Testamentary Trusts Special Needs Trusts Guardianships Charitable Trusts Directed Trusteeships Estate Administration Current with all of the latest laws and regulations, we have the ability to serve in various capacities in order to meet our clients needs. Whether as corporate trustee, guardian, or executor, our team of experts are specifically trained to efficiently accomplish client goals in a legally responsible manner. contact us Your Name (required) Your Email (required) Your Phone (required) Best time to reach best time to reach you AM PM SUBMIT CONTACT REQUEST MEET THE TEAM (OPENS IN A NEW WINDOW) (OPENS IN A NEW WINDOW) CONNECT WITH US Get financial, retirement, mortgage and insurance tips! Visit My Univest Blog. (Opens in a new Window) (Opens in a new Window) SAFE AND SECURE Tips for protecting you and your business. ASSISTANCE We are here to help: 877.723.5571 Accessibility | Privacy | Terms of Use Copyright © Univest 2021 ABA Routing Number: 031913438 NMLS# 415882 Member FDIC Equal Housing, Opportunity, and SBA Preferred Lender Locate Us Contact Us Investor Relations (Opens in a new Window) (Opens in a new Window) Newsroom Security Center Careers (opens a dialog) (opens a dialog) (opens a dialog) (opens a dialog)