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You’ve worked too hard to let your wealth slip between your fingers.

Whether you’re looking to manage your assets today or want to safeguard them for tomorrow, AmeriServ can help plan your wealth safely and smartly.

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With us, your most important assets and investments are in experienced hands.

Let’s Make a Plan

Trust for life.

Revocable Trust

As grantor of this trust, you control the assets in which you can transfer to the trust over a lifetime.

Irrevocable Trust

By creating an irrevocable trust, you may protect your assets from creditors and spendthrift beneficiaries by safeguarding your assets with an experienced AmeriServ trustee.

Special Needs Trust

A special needs trust can preserve governmental benefits and protect the assets of a beneficiary with a disability.

Tax Preparation

Whether it’s a fiduciary tax return for an irrevocable trust, a grantor tax letter for a revocable trust or a 1099 for an agency account, your tax information will be completed by an experienced tax professional.