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
-
“Rebecca provided excellent guidance as we navigated the estate planning process. With her extensive knowledge she helped us set up an appropriate framework to document and safeguard our wishes in a complicated family situation. But as others have noted, it”Scott - Philadelphia, PA
-
“Rebecca has been my attorney for many years now. I consistently come back to her because she is exceedingly compassionate and thorough. I only have good things to say about her. I often refer my clients to her because I know she will take care of them.”Sandy
-
“Rebecca Sallen is an excellent attorney for anyone who requires estate planning. 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. I have referred”Rob
-
“Kim C.
Rebecca-
Grateful thanks for your guidance in formalizing my arrangements! I'm so glad our paths came together - I feel secure with your kind, professional and organized service. You are a blessing!
” -
“I have had the pleasure of knowing Ms. Sallen for the past 8 years, both in a personal and professional capacity. Ms. Sallen is an exceptional advocate for her clients and has a unique approach to the practice of law. Ms. Sallen is extremely knowledgeable ”Natalie M - New York, NY
-
“I needed help with a will, more complicated than usual, because of specific issues with one of my son's disabilities. Ms. Sallen was most pleasant, knew what I needed to do, and was available when I needed her. I recommend highly. Estate Administration I w”Jeffrey
-
“Ashraf E.
I want to express my deepest respect and appreciation for the exceptional services provided by Sallen Law in handling the case of my late son.
Not all hardships bring only pain; sometimes, they lead to moments of comfort and reaffirmation that the
” -
“Rebecca is a highly knowledgeable attorney who took the time to explain the process to me. Highly recommended.”Rafael - Philadelphia, PA