Skip to Content
Sallen Law, LLC Sallen Law, LLC
Call Us Today! 215-992-9662
Top
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.

 Read More Read Less

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 would definitely recommend her.”
    “Rebecca responded to me very quickly. Our phone conversation went very well and she was able to clearly explain my issues. She is a great communicator who was honest about whether my issue was worth pursuing. I would definitely recommend her.”
    David - Conshohocken, PA
    “It was a happy bit of happenstance that I clicked on Rebecca Sallen's website....”
    “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 gro”
    Ezekiel T.
    “I feel secure with your kind, professional and organized service.”
    “

    Rebecca-

    Grateful thanks for your guidance in formalizing my arrangements! I'm so glad our paths came together - I feel secure with your kind, professional and organized service. You are a blessing!

    ”
    Kim C.
    “Thank you to everyone at Sallen Law who played a role in bringing this case to such a satisfactory resolution.”
    “

    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 the

    ”
    Ashraf E.
    “Intelligent & talented!”
    “Ms. Sallen has already established an excellent reputation in the legal field--she is intelligent and talented and in my opinion would do an excellent job under any circumstance. I am happy to give her my endorsement.”
    Robert
    “Rebecca is simply outstanding.”
    “We were referred to Rebecca Sallen from a friend who is an attorney in order to finish our estate planning. Rebecca is simply outstanding. She takes the time you need to understand a complicated process. Estate planning is not an easy subject to understand”
    Ivy - Lafayette Hill, PA
    “Knowledgeable, thorough & efficient.”
    “I had a very unique situation regarding my aunt's estate and Sallen Law did a fantastic job at handling every last detail. Rebecca and her team were always professional and responded quickly to all my inquiries. Rebecca is very knowledgeable, thorough and ”
    Lesha C. - East Strousburg, PA
    “Patient with my difficulties.”
    “It's been a pleasure to work with Rebecca Sallen for her in opening up my trust. Rebecca is so patient with my difficulties and she worked so diligently. All work was done in such a timely fashion that I can't wait until the next time I have to work with h”
    Amy D. - Philadelphia, PA

Get a Personalized Estate Plan Started Today

No Two Cases Are the Same
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • By submitting, you agree to receive text messages from Sallen Law, LLC at the number provided, including those related to your inquiry, follow-ups, and review requests, via automated technology. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency may vary. Reply STOP to cancel or HELP for assistance. Acceptable Use Policy

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.