Steven Lees,
J.D., C.F.S.C.

Our friend and colleague, Steven Lees, passed in mid April, 2024. He was an independent solicitor for Moondance Investment Advisors.

Steve always had good cheer and a smile to share with those who knew him.

Steve worked as a Trust Officer and Vice President with The First National Bank & Trust Company in Newtown, PA before his retirement. He also worked as an attorney at Lees & Lees Associates, specializing in estate planning, probate, domestic relations, bank and business law.


  • Temple University School of Law.
  • Philip Heckerling Institute* Advanced estate planning certification 


  • Past "Master" Quakertown Lodge #512.
  • Past President Bucks County Estate Planning Council.
  • Married to Kathy Lees.
  • Hiked the Presidential Range Traverse in New Hampshire utilizing the Appalachian Mountain Club’s high mountain huts.