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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
    “Explained the ins & outs of my options.”
    “During a pandemic, you realize that there's no time like the present to plan your estate. Rebecca was professional, caring, and thoroughly explained the ins and outs of my options. She asked good questions and helped me consider all my choices. When the ti”
    Heather - Philadelphia, PA
    “A very positive experience!”
    “I had a very positive experience when I called Rebecca to get her advice about a nuanced legal matter my family is dealing with. She gave a lot of herself on that initial call. Rebecca listened attentively, offered wise input, and showed a level of care an”
    Susan - Gladwynne, PA
    “Truly cares about me & my family deeply.”
    “I was referred to Rebecca by a friend and I can tell why I got the reference. It was quickly evidenced she is guided by high morals. She truly cares about me and my family deeply. Rebecca worked with me closely even when she recommended that I didn't need ”
    Jeanne - Wynnewood, PA
    “I would highly recommend Sallen Law firm for your legal needs.”
    “As a retired banker, I have dealt with a number of law firms over my carrier. I made the choice to use Sallen Law due to their history in the field I needed the services in. Based on my research, Sallen Law had all the traits I expected would be necessary ”
    Tim P.
    “Passion for helping her clients.”
    “Rebecca is a fantastic attorney with strong credentials and a passion for helping her clients. I highly recommend her.”
    Louis
    “My experience working with Rebecca exceeded all my expectations.”
    “For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning discussions and decisions easy to understand, with all my questi”
    Betty P.
    “We were so pleased with her thoroughness, clarity, and professionalism.”
    “I would recommend Rebecca to anyone! We were so pleased with her thoroughness, clarity, and professionalism. It was a pleasure to work with her.”
    Julia S.
    “Patient & persistent.”
    “My family has never gotten along. We are always fighting. I went to two other lawyers before who could not do anything because of the in fighting. Rebecca spent over a year working with us. She was part lawyer / part therapist. She was patient and persiste”
    Frank - Philadelphia, 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.