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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
    “Strong & zealous advocate.”
    “She is a strong and zealous advocate for her clients and a credit to the legal profession.”
    Howard
    “Responsive to all my questions.”
    “They are very professional and provide very good value for the services performed.”
    Linda B. - New York, NY
    “Highly professional & knowledgeable lawyer.”
    “Ms. Sallen is truly unique in her ability to empathize, establish rapport and reach a very broad range of clients from diverse backgrounds.”
    Kassia
    “Rebecca's guidance and insight were invaluable when making some estate planning decisions.”

    Rebecca's guidance and insight were invaluable when making some estate planning decisions. When our mother passed, things just fell into place seamlessly.

    Russ D.
    “Knowledgeable, thorough & efficient.”
    “I had a very unique situation regarding my aunt's estate and Sallen Law did a fantastic job at handling every last detail.”
    Lesha C. - East Strousburg, PA
    “Explained the ins & outs of my options.”
    “During a pandemic, you realize that there's no time like the present to plan your estate.”
    Heather - Philadelphia, PA
    “Rebecca is simply outstanding.”
    “We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”
    Ivy - Lafayette Hill, PA
    “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.

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.