Judy Stein, The Haverford Trust Company

Judith B. Stein, Esq.

Trust Counsel

Ms. Judith Stein joined Haverford in 2019. She has over 35 years of experience as a Wealth Management attorney in both private practice and financial services institutions providing legal support to the Wealth Management business. As Trust Counsel, Judy provides legal advice for all areas of fiduciary administration and the development of new fiduciary relationships.

Contact Information

484.253.6276

Certifications & Education

J.D., Suffolk University School of Law

B.S., Northwestern University

Previous Experience

Senior Managing Counsel/Managing Director
BNY Mellon

Chief Fiduciary Officer, Wealth Advisory Services
Wilmington Trust Company

Senior Counsel, Legal Department
Wilmington Trust Company

Private law practice

Affiliations & Memberships

Member, former Chair, Probate and Trust Law Section
Philadelphia Bar Association

Member
Philadelphia Estate Planning Council