Estate Planning

Regardless of the size of your estate, it’s important how your money is handled. With proper estate planning, you can minimize tax burdens on your heirs and ensure that your long-term plans are carried out. Estate Planning is an important process. It can also be complicated. As a result, it’s important to work with professionals you can trust. Our Money Management Group doesn’t just look at the size of your account, and we don’t take a cookie cutter approach to estate planning. We listen to your needs, and help you meet them. We’ll coordinate with your attorney, life insurance carrier, and accountants to ensure that your wishes are carried out as you specify.

Benefits of Estate Planning with ENB’s Money Management Group

  •  Low minimum balance requirements to set up accounts
  •  Flexible planning options
  •  Customized programs based on your needs
  •  Available for businesses or individuals

Benefits of Naming ENB’s Money Management Group as Your Executor

The Money Management Group at Ephrata National Bank can also serve as the executor of your estate. As your executor, we can:

  •  Settle your estate quickly and accurately
  •  Probate wills
  •  Safeguard assets
  •  File tax returns
  •  Pay claims
  •  Collect debts
  •  Distribute assets
  •  Assemble, inventory and appraise assets
  •  Handle estate bookkeeping
  •  Provide reports to court and/or heirs
  •  Use our expertise and impartiality to carry out your wishes

To learn more about estate planning with ENB, contact us at (717) 733-6576 or (877) 773-6605. You can also e-mail us by completing this form:

*Indicates required fields.


Investment Disclosure

Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested.