Trust and Estate Services

Secure Your Legacy with a Trusted Fiduciary Partner

At Philadelphia Trust Company, we specialize in personalized trust and estate services that help clients preserve wealth, minimize tax burdens, and create lasting legacies. Whether you’re planning your estate, need a trustee, or require fiduciary support, we offer the expertise, discretion, and care you deserve.

Our clients include high-net-worth individuals, families, and business owners who trust us to navigate the complexities of wealth transfer with clarity and professionalism.

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Our Trust and Estate Solutions

We offer comprehensive services tailored to your specific goals and family dynamics:

Trust Administration

As an experienced corporate trustee, we manage revocable, irrevocable, charitable, and special needs trusts with diligence and impartiality. Our role is to ensure your intentions are faithfully executed while protecting beneficiaries’ interests and complying with all fiduciary duties.

Estate Settlement

We handle the full estate settlement process—from probate support and asset valuation to tax coordination and final distribution – with compassion, clarity, and discretion. We act as executor or co-executor for estates exceeding $1,000,000, helping families navigate a challenging time with confidence.

Fiduciary Services

Our fiduciary professionals include attorneys, CPAs, and trust officers who provide expert oversight and administration. We serve as independent fiduciaries, free from the conflicts of interest often present in large institutions.

Philanthropic Planning

We help clients create charitable trusts and foundations that reflect their values while optimizing tax benefits. Whether you’re interested in planned giving or creating a generational legacy, we build structures that align with your goals.

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Transparent and Competitive Fee Structure

The Philadelphia Trust Company is committed to transparency and value. Here’s how we structure our fees:

An annual fee is charged for services and deducted quarterly from the client’s account. Each quarter, 25% of the annual fee is applied to the market value of the account, as determined by the custodian at the end of the previous quarter.

When we act as a trustee, our fee includes all administrative and investment services, excluding the costs of trading securities, preparation of fiduciary income tax returns, and formal accountings.

For estates exceeding $1,000,000, we may charge:

  • 1% of the value of non-probate assets
  • 2% on real estate transactions involving a broker
  • 5% on real estate transactions without a broker

Our approach ensures you receive high-quality service with a clear understanding of what you’re paying for – no surprises, just integrity.

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Plan Your Legacy With The Philadelphia Trust Company

As an independent private bank and trust company headquartered in Philadelphia, Pennsylvania, we offer a level of independence, confidentiality, and continuity that sets us apart.

  • Tailored Solutions – We customize every estate and trust strategy around your personal and financial goals.
  • Experienced Team – Our fiduciaries bring decades of legal, tax, and investment expertise to every relationship.
  • Client-First Approach – We focus exclusively on your needs, with no pressure to cross-sell or fit you into a standard product.

We often act as both trustee and investment manager to ensure a seamless, unified approach to managing your wealth and legacy.

Secure Your Legacy Today

Planning for the future doesn’t have to be overwhelming.

Our team is here to guide you every step of the way – from initial planning through long-term administration.

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Speak with a trust and estate expert