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Estate Planning

Creating an estate plan can seem overwhelming. Let one of our experienced advisors work with you to create a customized, sophisticated estate plan that will preserve your wealth and define your legacy.

Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

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