Trust & Estate Planning Attorney / Counsel

Join a prestigious, well-established independent wealth advisory firm through Robert Half's exclusive career opportunities. We are seeking a talented Trust & Estate Planning Attorney to join our growing team in Doylestown, Pennsylvania. This role offers the chance to work with high-net-worth professionals nationwide, delivering comprehensive financial planning and wealth management solutions. With a collaborative culture and deep expertise, our client firm is at the forefront of the industry, and Robert Half is proud to connect top legal talent like you with this rewarding position.

About the Role

As a Trust & Estate Planning Attorney, you will play a pivotal role in crafting sophisticated estate strategies that protect and grow our clients' legacies. Located in the heart of Doylestown, PA, this full-time position combines legal precision with financial acumen, partnering closely with advisors to provide holistic wealth management. Ideal for attorneys passionate about trusts, wills, probate, and tax-efficient planning, this role demands expertise in navigating complex regulations while delivering personalized client service. Robert Half specializes in placing professionals in high-impact roles like this, ensuring your skills shine in a supportive, growth-oriented environment.

Key Responsibilities

Your day-to-day will involve a dynamic mix of legal analysis, client interaction, and strategic collaboration:

• Analyze and interpret complex estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives, ensuring full compliance with Pennsylvania and federal legal standards.
• Develop tailored estate plans that seamlessly align with clients' unique personal goals, family dynamics, and long-term financial objectives.
• Conduct in-depth legal research on trusts, estates, fiduciary duties, and related areas such as generation-skipping transfers and charitable planning to inform robust client strategies.
• Collaborate with financial advisors, CPAs, and other professionals to integrate legal solutions into comprehensive wealth management plans.
• Engage directly with high-net-worth clients, their families, and representatives to address inquiries, explain complex concepts in accessible terms, and provide proactive guidance.
• Draft, review, and revise legal documents with meticulous attention to detail, minimizing risks and maximizing tax efficiency.
• Efficiently manage a diverse caseload of multiple matters, prioritizing deadlines while upholding the highest standards of accuracy and client satisfaction.

This role is perfect for attorneys seeking to leverage their expertise in a client-focused setting beyond traditional law firm practice.

Required Qualifications

To excel in this position, candidates should possess:

• A Juris Doctor (JD) from an accredited law school and an active license to practice law in Pennsylvania (admission to PA Bar required).
• At least 3-5 years of direct experience in trust and estate planning, ideally within a wealth management, family office, or boutique law firm context.
• Proven track record working with high-net-worth individuals, understanding their unique needs around asset protection, succession planning, and philanthropy.
• Strong proficiency in legal research tools (e.g., Westlaw, LexisNexis) and knowledge of relevant tax codes including estate, gift, and GST taxes.
• Exceptional communication skills, with the ability to distill complex legal matters for non-lawyers.
• Analytical mindset, organizational prowess, and the capacity to thrive in a fast-paced, multi-tasking environment.
• Familiarity with financial planning concepts is a plus, as is experience in collaborative interdisciplinary teams.

Robert Half prioritizes candidates who demonstrate integrity, empathy, and a commitment to excellence in estate planning careers.

Why Join Us?

This opportunity through Robert Half offers more than just a job—it's a career-defining move. Enjoy a competitive salary starting at $115,000, with substantial bonuses tied to performance and client growth. Our client provides a robust benefits package including comprehensive health coverage, 401(k) with matching, generous PTO, and CLE reimbursement. Work in a modern Doylestown office with flexible hybrid options, surrounded by a collaborative team serving a prestigious nationwide clientele. Advance your career in trust and estate law while contributing to meaningful client legacies. Robert Half's expertise in legal placements ensures a seamless transition. Apply today for this exclusive Trust & Estate Planning Attorney role in Doylestown, PA—spaces are limited!

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