Sallen Law, LLC Our Process

The Planning Process

Estate Planning Attorney in Merion Station

Planning for the future through wills, trust, and probate issues, among other things, can quickly feel overwhelming. At Sallen Law, our estate planning attorney in Merion Station is experienced in these matters and can help you simplify the process so that everything is clear and straightforward. We have narrowed down the estate planning process to six steps, making it easier to organize your thoughts and address all the important issues that need to be addressed in your estate.

The Six Step Estate Planning Process:

  • Step One: Initial meeting and interview – Before anything else, we need to learn more about you, your family, and your estate planning goals. During this meeting, we can provide you with a quote for the flat fee for our suggested estate plan.
  • Step Two: Drafting documents – Once we’ve learned more about you, we can begin drafting important documents that will help accomplish your goals for your estate plan.
  • Step Three: Reviewing documents – After we have drafted your initial documents, we will send them to you for review. We will be sure to go through the documents with you and explain all the articles and sections in detail.
  • Step Four: Signing documents – Certain documents in your estate plan may need to be notarized. We will work with you to determine a date for signing and notarizing important papers.
  • Step Five: Making changes – As time goes by, you will likely need to make changes to your estate plan to address life changes: i.e. new children, financial changes, marital changes, etc. We offer free phone consultations for estate planning updates and a Client Maintenance Program that makes it easier to update documents as needed.
  • Step Six: Estate administration – Finally, you will need to determine an administrator for your estate. This is normally handled by the attorney that helped you plan the estate, but we can help you designate another qualified individual if you desire.

Estate Planning can be a confusing process. Let Sallen Law take a full estate planning assessment and accomplish those goals for you and your family. When we approach a plan for a new client, we always work to take a more holistic approach, working alongside financial advisors, accountants, and other professionals to provide you with a complete plan that addresses needs in all aspects of your life.

Complete the estate planning questionnaire below and call us at 215-992-9662 to schedule a consultation with our office, located in Montgomery County, PA. Sallen Law has a unique estate planning process which is tailored to each client's unique needs.

Start planning for your family’s financial future today! Call (215) 809-3900 to arrange a free phone consultation with our team in Philadelphia County.

Entrust Sallen Law With Your Estate Planning Matters

We Know Your Best Interests & We Will Protect Them!
  1. Attorney Sallen spends individual time with every client to understand the unique needs of clients and their families.
  2. Sallen Law believes in putting clients first. It shows in the manner in which we handle estate planning matters.
  3. As a female-run law firm, we are devoted to advocating for diversity and inclusivity in the legal profession.
  4. Free case evaluations are offered to residents throughout Montgomery County and Philadelphia.
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