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Our Process Planning For Your Future

The Planning Process Begins Now

Estate Planning Attorney in Montgomery County

Also Serving Philadelphia County, Merion Station, Lower Merion, The Main Line and Surrounding Areas

Planning for the future through wills, trust, and probate issues, among other things, can quickly feel overwhelming. At Sallen Law, our estate planning attorney in Merion Station is experienced in these matters and can help you simplify the process so that everything is clear and straightforward. We have narrowed down the estate planning process to six steps, making it easier to organize your thoughts and address all the important issues that need to be addressed in your estate.

Accomplish Your Goals With Our Help

Estate Planning can be a confusing process. Let Sallen Law take a full estate planning assessment and accomplish those goals for you and your family. When we approach a plan for a new client, we always work to take a more holistic approach, working alongside financial advisors, accountants, and other professionals to provide you with a complete plan that addresses needs in all aspects of your life.

Complete the estate planning questionnaire below and call us at (215) 992-9662 to schedule a consultation with our office, located in Montgomery County, PA. Sallen Law has a unique estate planning process which is tailored to each client's unique needs.

Estate Planning Intake Sheet

Is Your estate plan deficient? Find out now!

Start planning for your family’s financial future today! Call our number (215) 992-9662 to arrange a free phone consultation with our team in Philadelphia County.

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The Six Step Estate Planning Process

  • Step One: Initial Meeting & 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 Two: 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 Three: 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 Four: 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 Five: 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 Six: 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.

A Thoughtful & Compassionate Approach to Personalized Planning

Client Testimonials
    “I found Ms. Sallen to be friendly, patient, professional, and knowledgeable in responding to my concerns.”

    I was referred to Rebecca Sallen to discuss a complicated legal matter. I found Ms. Sallen to be friendly, patient, professional, and knowledgeable in responding to my concerns.

    Kevin D.
    “Highly knowledgeable.”
    “Rebecca is a highly knowledgeable attorney who took the time to explain the process to me.”
    Rafael - Philadelphia, PA
    “Intelligent & talented!”
    “Ms. Sallen has already established an excellent reputation in the legal field.”
    Robert
    “Detailed & insightful analysis.”
    “The detailed responses and thorough explanations provided here display a vast knowledge of the law.”
    Bradley
    “A very positive experience!”
    “Rebecca listened attentively, offered wise input, and showed a level of care and integrity that impressed me.”
    Susan - Gladwynne, 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
    “Blew my socks off after our first meeting.”
    “Her depth of knowledge, professionalism, insight, and advice disproved my hesitancy. Thank you Ms. Sallen.”
    Hadassah
    “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

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.