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Legacy Planning

Ensure the future security of your loved ones

We understand how important it is to define your individual legacy, and we’re committed to helping you feel confident about the future. Your advisor will start with an open conversation about your wishes and plans, and engage our Trust Services group through our parent company bank, Univest Bank and Trust Co., to discuss and identify strategies that will leverage your wealth so the money you’ve saved over a lifetime is ready to support your family and empower future generations.
Legacy planning services are offered through Univest Bank and Trust Co.