-
Trust & Estate Planning Attorney / Counsel
- Robert Half Legal (Doylestown, PA)
-
Description
A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base.
Responsibilities:
• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.
• Develop estate plans that align with clients' personal and financial objectives.
• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.
• Partner with financial advisors to deliver integrated and effective planning solutions.
• Communicate with clients and their representatives to address legal inquiries and provide guidance.
• Draft and review legal documents with precision and attention to detail.
• Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency.
Requirements • Minimum of 5 years' experience specializing in trust and estate law.
• Proven expertise in legal research and document preparation related to estate planning.
• Exceptional organizational and analytical skills with a keen eye for detail.
• Excellent verbal and written communication abilities.
• Demonstrated ability to work independently and collaborate within a team.
• Juris Doctor (JD) or Paralegal Certification required.
• Strong knowledge of estate law and estate planning processes.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
• 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
-
Recent Jobs
-
Trust & Estate Planning Attorney / Counsel
- Robert Half Legal (Doylestown, PA)