Estate planning in Philadelphia? PA inheritance tax kicks in immediately — plan around it.

Top 10 Estate Planning Lawyers in Philadelphia

Pennsylvania has a unique state inheritance tax (4.5% to spouse-line heirs, 12% to siblings, 15% to non-relatives) — applies regardless of estate size. The federal estate tax exemption ($13.61M) applies as well. Philadelphia probate runs through the Register of Wills at City Hall. The right plan minimizes both PA inheritance tax and federal estate tax.

These 10 Philadelphia firms cover wills, revocable trusts, dynasty trusts, probate, and business-succession planning.

How we picked these 10: We reviewed published verdicts and settlements, peer rankings (Best Lawyers, Super Lawyers, Chambers and Partners, Avvo), client review patterns, and bar association recognition. Firms that appeared consistently across independent sources made the list. We do not accept payment for placement, and we do not write sponsored reviews. More on our methodology →

1

Heckscher, Teillon, Terrill & Sager

📍 Philadelphia + West Conshohocken Founded 1962 Mid-size

Practice focus: Trusts, estates, fiduciary, tax

60+ years. One of the most respected trusts and estates firms in PA.

Fee structure
Hourly
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2

Schnader Harrison Segal & Lewis (Trusts & Estates)

📍 Philadelphia Founded 1935 Mid-size

Practice focus: Estate planning, fiduciary

Long-established Philadelphia firm with deep trusts and estates bench.

Fee structure
Hourly
Free consultation
Initial $
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3

Pozzuolo Rodden, P.C.

📍 Philadelphia Founded 1985 Boutique

Practice focus: Estate planning, business succession

Long-established Philadelphia firm with strong T&E and business succession bench.

Fee structure
Hourly
Free consultation
Initial $
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4

Dilworth Paxson LLP (Trusts & Estates)

📍 Philadelphia Founded 1933 Mid-size

Practice focus: Estate planning, trust administration

Long-established Philadelphia firm with major T&E practice.

Fee structure
Hourly
Free consultation
Initial $
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5

Cozen O'Connor (Trusts & Estates)

📍 Philadelphia Founded 1970 BigLaw

Practice focus: Estate planning, business succession

Philadelphia-headquartered AmLaw 200 firm with major T&E bench.

Fee structure
Hourly
Free consultation
Initial $
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6

Saul Ewing LLP (Personal Wealth)

📍 Philadelphia Founded 1921 Mid-size

Practice focus: Estate planning, fiduciary

Established Philadelphia firm with strong personal wealth bench.

Fee structure
Hourly
Free consultation
Initial $
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7

Pepper Hamilton (Troutman Pepper) Personal Planning

📍 Philadelphia Founded 1890 BigLaw

Practice focus: High-net-worth estate, business succession

AmLaw 100 firm with deep T&E practice.

Fee structure
Hourly
Free consultation
Initial $
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8

Stradley Ronon Stevens & Young

📍 Philadelphia Founded 1926 Mid-size

Practice focus: Estate planning, fiduciary

Established Philadelphia firm with strong T&E bench.

Fee structure
Hourly
Free consultation
Initial $
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9

Klehr Harrison Harvey Branzburg

📍 Philadelphia Founded 1955 Mid-size

Practice focus: Estate planning, business succession

Established Philadelphia firm with strong T&E and tax bench.

Fee structure
Hourly
Free consultation
Initial $
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10

Duane Morris LLP (Trusts & Estates)

📍 Philadelphia Founded 1904 BigLaw

Practice focus: High-net-worth estate, fiduciary

Philadelphia-headquartered AmLaw 200 firm with major T&E bench.

Fee structure
Hourly
Free consultation
Initial $
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What to expect from estate planning in Philadelphia

Initial consult, draft package (will, durable POA, healthcare directive, possibly RLT). Signed and notarized in 4-6 weeks. Probate (if needed) — 6-12 months in Philadelphia Register of Wills.

What does an estate planning lawyer in Philadelphia cost?

Simple will package: $500-$1,500 flat. Revocable trust package: $2,500-$5,500. Complex (dynasty trust, GST planning): $7,500+.

Red flags to watch for when picking a estate planning lawyer in Philadelphia

The legal directory you find on Google has thousands of Philadelphia estate planning firms. Most are competent. A few are problematic. The patterns to avoid:

Guaranteed outcomes. No ethical attorney can guarantee a result. If a firm promises a specific recovery, dismissal, or visa approval, walk away.

The disappearing partner. You meet a senior partner at intake, then never speak to them again. The case is handled by an unsupervised junior or a paralegal. Ask in writing who will be your day-to-day attorney.

Pressure to sign immediately. Reputable firms give you the retainer in writing, time to read it, and the option to take it home. High-pressure intake is almost always a sign of a volume mill, not a craftsperson's practice.

No verifiable track record. The firm should be able to point to verdicts, settlements, peer rankings, or bar association recognition. "We've helped thousands of clients" is marketing copy. Specific numbers, named cases, and third-party rankings are evidence.

Vague fee terms. "Don't worry about cost" is a red flag. Every legitimate Philadelphia lawyer will give you a written engagement letter with the fee structure, what's covered, what triggers extra charges, and what happens if you fire them.

10 questions to ask in your free consultation

Most Philadelphia firms on this list offer a free initial consultation. Use it. Bring a list of questions and write down the answers. Compare across at least two firms before you sign.

  1. Who, specifically, will handle my case day-to-day? Get a name. Get an email.
  2. How many cases like mine have you handled in the last three years? You want a number, not a brochure line.
  3. What is your fee, and what does it cover? Get the answer in writing before you sign.
  4. What case expenses am I responsible for, and when? Out-of-pocket costs surprise people. Ask now.
  5. What is the realistic range of outcomes for a case like mine? A good lawyer will give you a range. A bad one will promise the high end.
  6. How long will it take? Honest estimate, with the assumptions stated.
  7. Who else might be involved? Experts? Co-counsel? Larger cases routinely involve outside experts. Know who's on the team.
  8. How and how often will I hear from you? Email-only? Calls? Monthly updates? Set the expectation now.
  9. What happens if I want to change lawyers later? Rules allow it; the fee is sorted between firms. Make sure you understand the mechanics.
  10. What's the worst-case outcome for my case? A lawyer who refuses to discuss downside risk is selling you something.

What's specific about a estate planning case in Philadelphia

Philadelphia is its own market. The procedure, the courts, and the strategy are city- and state-specific in ways that matter to your outcome.

Local courthouses matter. Philadelphia Court of Common Pleas at City Hall and the U.S. District Court for the Eastern District of Pennsylvania have judges, calendars, and procedures that shape how cases move. A firm that knows the local courthouse has an advantage.

Filing deadlines are strict. Notice of Claim windows for cases against the City or County, Statute of Limitations periods, and pre-suit certification requirements vary by case type and are unforgiving. A missed deadline often means a lost case — full stop.

Local procedure rules matter. Each court has its own forms, motion practice, and judge preferences. The right Philadelphia firm will know not just the law, but the unwritten rules of the courthouse you'll be in.

Local plaintiffs/defendants do well in front of local juries. Verdict patterns vary by venue, and a trial-capable firm uses venue strategically.

Frequently asked questions

Do I need a will in Pennsylvania?

Yes if you have any assets, minor children, or specific bequests.

PA inheritance tax?

Yes — 4.5% spouse-line, 12% siblings, 15% other. Applies regardless of estate size.

Trust or just a will?

Will is enough for most. Trust avoids probate, manages incapacity, helpful for inheritance-tax planning.

How often update?

Every 3-5 years or after life events.

Federal estate tax?

Only on estates over $13.61M (2024).

One last thing. Choosing a lawyer is personal. Read the reviews. Call two or three firms before you sign. Ask each one: How many cases like mine have you taken to verdict in the last three years? The answer tells you everything. — The LawFirmSquare team