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.
The Six Step Estate Planning Process
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Step One: Initial Meeting & InterviewBefore 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.
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Step Two: Drafting DocumentsOnce we’ve learned more about you, we can begin drafting important documents that will help accomplish your goals for your estate plan.
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Step Three: Reviewing DocumentsAfter 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.
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Step Four: Signing DocumentsCertain 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.
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Step Five: Making ChangesAs 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.
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Step Six: Estate AdministrationFinally, 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
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“Rebecca is a highly knowledgeable attorney who took the time to explain the process to me.”Rafael - Philadelphia, PA
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“They are very professional and provide very good value for the services performed.”Linda B. - New York, NY
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“The detailed responses and thorough explanations provided here display a vast knowledge of the law.”Bradley
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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 there is kindness in the world. This experience was made easier by the wonderful people here, who entered our lives during a difficult time and left behind an unforgettable, positive impact.
Thank you to everyone at Sallen Law who played a role in bringing this case to such a satisfactory resolution. I look forward to meeting you again on my next visit to the United States.
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“Ms. Sallen has already established an excellent reputation in the legal field.”Robert
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It was a happy bit of happenstance that I clicked on Rebecca Sallen's website while searching for a lawyer to help get my advanced directives in order. I was encouraged by the progressive support Rebecca was showing on her website in regard to minority groups, which led me to formally reach out to her. Rebecca was very patient with me and my wife when it came to explaining our options and extremely flexible with the hours when we could meet via Zoom. I have three young children under the age of 12, and it was great she allowed us to have meetings later in the day or weekends when it was conducive to her scheduling. Although I do not have an extensive history of interacting with lawyers, I have spent quite some time working with other people in different professions and walks of life. I can say I feel lucky to have found someone as knowledgeable, trustworthy and empathetic as Rebecca Sallen to help manage my most personal affairs.Ezekiel T.
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“She is very attentive and definitely strives for the client's interest”Jennifer
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Brilliant, Honest, Hardworking, Dedicated, Fearless and Professional. When I first met Rebecca I asked her to please take control of my legal situation regarding my Fathers Estate, and that's exactly what she did. Rebecca's representation was flawless!! Rebecca had the ability to successfully navigate all of my challenging legal obstacles with grace and ease. Outstanding Attorney!! Outstanding Person!!Richard R.
