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Bala Cynwd Estate Planning Attorney Planning For Your Future

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:

  1. Initial meeting and interview: Your first consultation is dedicated to getting to know you and your estate planning objectives.
  2. Drafting documents: The second step is to begin drafting documents based on your estate planning goals.
  3. 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.
  4. 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.
  5. 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.
  6. 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.

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A Thoughtful & Compassionate Approach to Personalized Planning

Client Testimonials
    “Responsive to all my questions.”
    “They are very professional and provide very good value for the services performed.”
    Linda B. - New York, NY
    “Rebecca is very attentive to all your needs, questions, and wishes.”

    My mom and I are very grateful to Rebecca Sallen for helping us and guiding us through our Estate and Will planning. She is very patient, professional, and friendly. Rebecca is very attentive to all your needs, questions, and wishes. She is a genuinely nice person with a great sense of humor. Thank you, Rebecca, for all your time and expertise!

    Arina S.
    “It was a happy bit of happenstance that I clicked on Rebecca Sallen's website....”
    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.
    “We were so pleased with her thoroughness, clarity, and professionalism.”

    I would recommend Rebecca to anyone! We were so pleased with her thoroughness, clarity, and professionalism. It was a pleasure to work with her.

    Julia S.
    “Patient with my difficulties.”
    “It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”
    Amy D. - Philadelphia, PA
    “Truly cares about me & my family deeply.”
    “I have lived long enough to know that not many people have her refined character.”
    Jeanne - Wynnewood, PA
    “Excellent guidance.”
    “We look forward to continuing our relationship with her in the years to come.”
    Scott - Philadelphia, PA
    “Strong & zealous advocate.”
    “She is a strong and zealous advocate for her clients and a credit to the legal profession.”
    Howard

Get a Personalized Estate Plan Started Today

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Honest & Trusted Guidance

  • A Client-Centered Firm
    Sallen Law believes in putting clients first. It shows in the manner in which we handle estate planning matters.
  • Inclusive in All Facets
    As a female-run law firm, we are devoted to advocating for diversity and inclusivity in the legal profession.
  • Free Phone Consultations
    Free case evaluations are offered to residents throughout Montgomery County and Philadelphia.
  • Personalized Attention
    Attorney Sallen spends individual time with every client to understand the unique needs of clients and their families.