Estate Planning Attorney in Montgomery County, PA

Plan Today to Protect Tomorrow

Estate planning isn't just about passing on assets—it's about protecting your family, preserving your legacy, and giving you peace of mind. At Sallen Law, we help individuals and families in Montgomery County create customized estate plans that reflect their values, goals, and needs.

What Is Estate Planning?

Estate planning is the process of organizing your affairs in the event of incapacity or death. A typical comprehensive estate plan includes:

Last Will and Testament
Revocable or Irrevocable Trusts
Durable Financial Power of Attorney
Healthcare Power of Attorney and Living Will
Beneficiary Designations and Asset Titling

Why Estate Planning Matters

A solid estate plan does more than divide assets—it protects your legacy and your loved ones.

It avoids probate, saving time and money. It reduces family conflict by making your wishes clear. It ensures your intentions are honored, from asset distribution to guardianship choices.

Planning ahead protects minor children and dependents, and minimizes estate taxes, keeping more in the hands of those you care about.

It’s not just about death—it’s about peace of mind during life, and clarity after.

Our Estate Planning Services

Wills and trusts tailored to your family structure
Special provisions for your unique family structure, such as blended families, LGBTQ+ couples, and business owners
Healthcare directives and guardianship planning
Tax-efficient strategies and charitable giving guidance

Why Choose Sallen Law?

Personalized, compassionate service
Depth of knowledge in Pennsylvania estate law
Collaborative approach that includes your financial and tax advisors

FAQs About Estate Planning

Do I need a will if I already have a trust?

Yes. A pour-over will ensures any assets not titled in your trust are transferred properly.

What if I move out of state?

Estate plans should be reviewed whenever you move to ensure compliance with your new state's laws.

Start planning your future with clarity and care.

Call (215) 809-3900 or contact us online to schedule a consultation today!