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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
    “My experience working with Rebecca exceeded all my expectations.”
    “For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning discussions and decisions easy to understand, with all my questi”
    Betty P.
    “Very happy with their services.”
    “Sallen Law delivered strong expertise in a friendly, caring way. Very happy with their services.”
    Courtney R.
    “Rebecca Sallen is professional and efficient.”
    “Rebecca Sallen is professional and efficient. She was attentive and sympathetic to my problems and expedited the process as requested.”
    Raisa N.
    “Extremely knowledgeable, thorough & well organized.”
    “Rebecca Sallen is extremely knowledgeable, thorough and well organized. She has a most pleasant manner and a welcome gift for posing questions on difficult-to-contemplate issues, painlessly and with great efficiency. I’ve dealt with estate attorneys ”
    Solomon - Philadelphia, PA
    “Truly cares about me & my family deeply.”
    “I was referred to Rebecca by a friend and I can tell why I got the reference. It was quickly evidenced she is guided by high morals. She truly cares about me and my family deeply. Rebecca worked with me closely even when she recommended that I didn't need ”
    Jeanne - Wynnewood, PA
    “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 nic”
    Arina S.
    “I recommend her strongly.”
    “I asked an acquaintance if she could steer me to a humane lawyer for estate planning, someone interested in the person, not just the assets. Rebecca fits the bill. She is empathetic, probes to find what really matters to you, and constructs documents that ”
    Anonymous
    “An essential asset to our success.”
    “Rebecca is always there for any business questions my partner and I have. We feel that she is an essential asset to our success and look forward to continuing our relationship with her in the future.”
    Karen

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.