Estate Planning of Delaware Valley, Inc. was founded on a simple premise: To assist affluent clients and individual families, private and public corporations, and executives with their life insurance and estate planning objectives over time.

Our mission requires constant innovation. We design and deliver customized insurance solutions to affluent clients with the highest quality strategic plan and supporting products to help manage their financial future, and the next generation’s financial future.

Our team at EPDV has over 200 years of combined experience in providing insurance solutions to families and businesses. Prior to becoming, EPDV, we operated under Transamerica who’s first life insurance company was founded in 1906. We effectively listen to each customer to determine their needs before recommending any solution. Whether we are planning for the estate tax or looking at the various life insurance solutions, our goal is to treat your family like our own.