Estate Planning Lawyer Planning For Your Future

Trusted Estate Planning Lawyer

Make Plans for Your Family’s Future. Call (215) 809-3900 Now!

Realizing you need to start planning your estate is a difficult step, but one that will ultimately result in peace of mind as you secure the financial future of yourself and your loved ones. By working with a knowledgeable attorney now, you can help your family avoid the difficult task of putting your affairs in order after you pass or become incapacitated. This decision not only benefits them but helps you plan for every contingency life might throw at you.

We Can Help You Live Your Life Without Financial Worry.

  • You Get Me, Not a Paralegal – Attorney Sallen spends individual time with every client to understand their unique needs and their families.
  • 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 Pennsylvania residents.

Expecting the Unexpected & Ensuring You're Prepared

It’s an unlikely scenario, and hopefully, one that you will never have to experience, but there is a possibility that an injury or medical condition could render you incapacitated. When this happens, you may be rendered incapable of making important financial and medical decisions for yourself. Your spouse or children are not automatically given power of attorney in these situations, and they will have to fight a legal battle just so that they are given the legal right to provide you with the help you need. Thankfully, this scenario can be prevented by planning your estate.

Get the Step-by-Step Guidance You Deserve

Call (215) 809-3900 to request your free phone consultation!

The Six Step Estate Planning Process

  • Step 1: Initial Meeting and Interview
    Before anything else, we need to learn more about you, your family, and your estate planning goals. During this meeting, we can provide you with a quote for the flat fee for our suggested estate plan.
  • Step 2: Drafting Documents
    Once we’ve learned more about you, we can begin drafting important documents that will help accomplish your goals for your estate plan.
  • Step 3: Reviewing Documents
    After we have drafted your initial documents, we will send them to you for review. We will be sure to go through the documents with you and explain all the articles and sections in detail.
  • Step 4: Signing Documents
    Certain documents in your estate plan may need to be notarized. We will work with you to determine a date for signing and notarizing important papers.
  • Step 5: Making Changes
    As time goes by, you will likely need to make changes to your estate plan to address life changes: i.e. new children, financial changes, marital changes, etc. We offer free phone consultations for estate planning updates and a Client Maintenance Program that makes it easier to update documents as needed.
  • Step 6: Estate Administration
    Finally, you will need to determine an administrator for your estate. This is normally handled by the attorney that helped you plan the estate, but we can help you designate another qualified individual if you desire.

There are many details that need to be addressed in an estate plan, and it’s hard to plan for all of them. At Sallen Law, our detail-oriented estate planning lawyer will walk you through every step of the process, ensuring you and your family will be well-taken care of as the years go by.

Opinions That Matter

Our Testimonials
  • “It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”

    - Amy D. - Philadelphia, PA
  • “During a pandemic, you realize that there's no time like the present to plan your estate.”

    - Heather - Philadelphia, PA
  • “You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”

    - Adam - Bala Cynwyd, PA
  • “She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”

    - Anonymous
  • “We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”

    - Ivy - Lafayette Hill, PA
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  • Rising Star 2021
  • Super Lawyer 2021
  • Super Lawyers 2020
  • Main Line Today Top Lawyer 2020
  • Main Line Today Top Lawyer 2019
  • Main Line Today Top Lawyer 2018
  • Main Line Today Top Lawyer 2017
  • Expertise 2018
  • Expertise 2017
  • Wealth Counsel
  • National Network of Estate Planning Attorneys

We Know Your Best Interests & We Will Protect Them!

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