Bala Cynwyd Estate Planning Attorney
Plan for the Unexpected
Drafting an estate plan can be an overwhelming and difficult task, even before taking Pennsylvania state laws into account. At Sallen Law, our Bala Cynwyd estate planning lawyer has simplified the process to empower our clients. We offer customizable estate plans comprised of understandable legal documents that comply with state laws. Your estate plan guarantees that your property and assets will be distributed per your wishes upon your passing.
Contact Sallen Law at (215) 992-9662 to schedule a free consultation.
The Six Step Process
At Sallen Law, our goal is to take the confusion out of the estate planning process. We provide customizable and personalized estate plans to match the specific needs and objectives of our clients. We have simplified the process into six straightforward steps to ensure your estate is exactly what you need it to be.
The Six Step Estate Planning Process:
- Initial meeting and interview: Your first consultation is dedicated to getting to know you and your estate planning objectives.
- Drafting documents: The second step is to begin drafting documents based on your estate planning goals.
- Reviewing documents: When the drafting process is complete, you’ll be sent the documents to review. We will explain each document thoroughly and address any questions or concerns you may have.
- Signing documents: Some legal documents in your estate plan require signatures and notarization. We will work with you to make sure everything is properly completed.
- Making changes: Your estate documents will periodically need to be updated to account for life changes and circumstances. We’ve created a Client Maintenance Program to help clients who are ready to update their plan.
- Estate administration: You will determine an estate administrator.
Don’t Leave the Future to Chance
You don’t want to be unprepared for the unexpected. By creating an estate plan, you protect not only your medical choices and finances, but also your family from the perils of probate court.
Contact our Bala Cynwyd estate planning lawyer at (215) 992-9662 to begin the estate planning process.
A Thoughtful & Compassionate Approach to Personalized Planning
Client Testimonials
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“Rebecca is a highly knowledgeable attorney who took the time to explain the process to me.”Rafael - Philadelphia, PA
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“During a pandemic, you realize that there's no time like the present to plan your estate.”Heather - Philadelphia, PA
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“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”Amy D. - Philadelphia, PA
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“We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”Ivy - Lafayette Hill, PA
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“Rebecca made an uncomfortable subject...a much more comfortable experience than we had anticipated.”Frank
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“Not only does Ms. Sallen have an excellent knowledge of estate planning, she also listens to her clients' needs and provides them with sound and honest advice.”Rob
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“Rebecca is a fantastic attorney with strong credentials and a passion for helping her clients.”Louis
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It was a happy bit of happenstance that I clicked on Rebecca Sallen's website while searching for a lawyer to help get my advanced directives in order. I was encouraged by the progressive support Rebecca was showing on her website in regard to minority groups, which led me to formally reach out to her. Rebecca was very patient with me and my wife when it came to explaining our options and extremely flexible with the hours when we could meet via Zoom. I have three young children under the age of 12, and it was great she allowed us to have meetings later in the day or weekends when it was conducive to her scheduling. Although I do not have an extensive history of interacting with lawyers, I have spent quite some time working with other people in different professions and walks of life. I can say I feel lucky to have found someone as knowledgeable, trustworthy and empathetic as Rebecca Sallen to help manage my most personal affairs.Ezekiel T.
