Merion Station Estate Planning Planning For Your Future

Merion Station Estate Planning Lawyer

Make Plans for Your Family’s Future. Call (215) 809-3900 Now!

Realizing you need to start planning your estate is a difficult step, but one that will ultimately result in peace of mind as you secure the financial future of yourself and your loved ones. By working with a knowledgeable attorney now, you can help your family avoid the difficult task of putting your affairs in order after you pass or become incapacitated. This decision not only benefits them but helps you plan for every contingency life might throw at you.

We Can Help You Live Your Life Without Financial Worry.

You Get Me, Not a Paralegal – Attorney Sallen spends individual time with every client to understand their unique needs and their families.
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 Pennsylvania residents.

Expecting the Unexpected & Ensuring You're Prepared

It’s an unlikely scenario, and hopefully, one that you will never have to experience, but there is a possibility that an injury or medical condition could render you incapacitated. When this happens, you may be rendered incapable of making important financial and medical decisions for yourself. Your spouse or children are not automatically given power of attorney in these situations, and they will have to fight a legal battle just so that they are given the legal right to provide you with the help you need. Thankfully, this scenario can be prevented by planning your estate.

Get the Step-by-Step Guidance You Deserve

Call (215) 809-3900 to request your free phone consultation!

The Six Step Estate Planning Process:

Step 1: Initial Meeting and 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 2: 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 3: 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 4: 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 5: 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 6: 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.

There are many details that need to be addressed in an estate plan, and it’s hard to plan for all of them. At Sallen Law, our detail-oriented estate planning lawyer in Montgomery will walk you through every step of the process, ensuring you and your family will be well-taken care of as the years go by.

A Thoughtful & Compassionate Approach to Personalized Planning

Client Testimonials

“An essential asset to our success.”
“Rebecca is always there for any business questions my partner and I have.”

Karen
“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.”

Lesha C. - East Strousburg, PA
“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
“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.
“Hardworking, bright & passionate.”
“She is an outstanding attorney whose compassion and determination puts any client in good hands.”

Steven
“Exceedingly compassionate & thorough.”
“I often refer my clients to her because I know she will take care of them.”

Sandy
“Detailed & insightful analysis.”
“The detailed responses and thorough explanations provided here display a vast knowledge of the law.”

Bradley
“I’m beyond grateful.”
Rebecca listens intently, responds patiently and compassionately and delivered just what we wanted for an estate plan. I’m beyond grateful.

Lisa M.

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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.