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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) 809-3900 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) 809-3900 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
    “Excellent knowledge of estate planning.”
    “Not only does Ms. Sallen have an excellent knowledge of estate planning, she also listens to her clients' needs and provides them with sound and honest advice.”
    Rob
    “Patient with my difficulties.”
    “It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”
    Amy D. - Philadelphia, PA
    “Intelligent & talented!”
    “Ms. Sallen has already established an excellent reputation in the legal field.”
    Robert
    “I highly recommend Sallen for all legal needs, they are proactive, knowledgeable, and very easy to work with.”

    I want to thank the offices of Sallen Law for their help with a difficult real estate legal issue my client was dealing with. Tracy didn't hesitate to jump on calls and provide immediate guidance. I highly recommend Sallen for all legal needs, they are proactive, knowledgeable, and very easy to work with. Thank you, Sallen!

    Alison S.
    “Patient & persistent.”
    “Rebecca spent over a year working with us. She was part lawyer/part therapist.”
    Frank - Philadelphia, PA
    “Rebecca Sallen is professional and efficient.”

    Rebecca Sallen is professional and efficient. She was attentive and sympathetic to my problems and expedited the process as requested.

    Raisa N.
    “A genuine approach to understand your needs.”
    “You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”
    Adam - Bala Cynwyd, PA
    “Brilliant, Honest, Hardworking, Dedicated, Fearless and Professional.”
    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.

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.