Estate Planning Attorneys in Montgomery County

The estate-planning attorneys at Testa & Pagnanelli, LLC provide comprehensive estate-planning services to provide lifetime income, preserve a client's estate and facilitate the efficient transfer of assets to heirs and beneficiaries. We will work closely with you to create an estate plan that fits your situation.

We offer complimentary initial consultations to residents of Norristown and the surrounding areas. Call our office at (610) 365-4733 today. 

Why You Need a Tailored Estate Plan

No matter how small or large a client's net worth, we advise our client to have a valid estate plan to protect his/her assets, family and business associates.

We are aware that everyone has different goals for his/her estate plans, including the following:

• Protecting assets
• Transferring assets in a tax-efficient manner without delay or unnecessary expense
• Financial planning

Our estate planning attorneys provide assistance with the following:

• Wills: A will allows an individual to divide their property among individuals and entities of their choosing.
• Trusts: Like a will, a trust allows an individual to divide their property among individuals and entities of their choosing. This document is different because it does not have to go through the probate process.
• Guardianship and Conservatorships: These legal actions name a person or persons as the legal caretaker of a minor child or incapacitated adult, should anything happen to the individual who created the document.
• Powers of Attorney: This document grants certain individuals the right to make important legal decisions on behalf of the person who created the document.

Navigating the Probate Process in Pennsylvania 

Probate is the process that transfers legal title of property from the estate of the person who has died and resolves outstanding debt. Probate administration enables the goals and wishes of the decedent to be achieved, while satisfying the requirements of the federal and state governments and probate court.

We guide our clients through the steps necessary to settle the estate of loved ones in a cost-efficient and timely manner.

We provide the following services in the probate process from our offices in Norristown and Philadelphia:

• Prove of contest that a valid will exists
• Identify interested persons
• Inventory and value assets
• Determine and satisfy debts
• Satisfy taxes and final accounting
• Distribute estate to heirs and beneficiaries
• Inventory and value assets

Creating Sound Estate Planning Documents

When you choose to work with Testa & Pagnanelli, LLC, you are choosing to work with a Montgomery County estate planning lawyer who can help you create the best legal document for your situation. We will work closely with you to ensure your goals, wishes, and needs are properly represented. 

For a free initial consultation, call our office directly at (610) 365-4733 or complete our online contact form.