Four Documents Every Adult Needs

Matthew Thornton, CFA®

Bryn Mawr Trust

June 3, 2025

< 1 min read

Planning Perspectives is your guide to navigating the complexities of wealth management with ease.

This week, we discuss the four key pillars of an estate plan.

Matthew Thornton, CFA®

Bryn Mawr Trust

Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.

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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

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Four Documents Every Adult Needs

Begin your journey

Have questions?

Recent Articles

The Costly Blindspot Business Owners Ignore

The Importance of Updating Your Estate Planning Documents

Should You Invest in Alternatives?

Recent Insights

Disclosures