Trust Estate Planning Associate For CarterWill Search

CarterWill Search is seeking a

Trust & Estate Planning Associate

to join a

Pennsylvania-based Taxation & Wealth Planning practice

in

Blue Bell or Philadelphia . This role offers the opportunity to work with

high-net-worth individuals and sophisticated estates

, focusing on estate planning, tax planning, and related wealth management matters.

About the Role The ideal candidate will have

2–5 years of relevant experience

, with responsibilities including:

Conducting

legal research and analysis

in estate and tax matters

Drafting and reviewing

estate planning documents

Preparing or reviewing

tax returns

and providing guidance on family-owned business planning and life insurance structures

Collaborating with senior attorneys to develop

comprehensive wealth planning strategies

Familiarity with

Pennsylvania estate and tax laws

is essential, and an

LLM in Taxation

is a strong plus.

Qualifications

2–5 years of experience

in trusts, estates, and tax planning

JD from an

ABA-accredited law school

Active

Pennsylvania Bar admission

Strong

analytical and drafting skills

, with attention to detail

Familiarity with

family business planning, insurance, and complex estates

Excellent

academic credentials and writing ability

This position provides a

collaborative and professional work environment

, opportunities for

career advancement

, and the chance to work on

sophisticated, high-value estate planning matters .

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