Estate planning ensures that your assets are managed and distributed according to your wishes while protecting your loved ones. Without a well-thought-out estate plan, your family could face legal complications, higher taxes, and potential disputes after your passing. Knowing your legacy is secured and your loved ones are well-cared for gives you peace of mind.
Having the right team of attorneys to help you can make this process significantly smoother and less stressful.
Our attorneys at Petrelli Previtera, LLC have worked with many Philadelphia residents to create customized estate plans tailored to their unique needs. We are committed to simplifying the legal process and guiding you every step of the way, ensuring that your estate plan is thorough, legally sound, and reflects your wishes.
Schedule a consultation with our attorneys today and start planning for tomorrow.
Estate Planning Services in Philadelphia
At Petrelli Previtera, LLC, we handle the following services related to estate planning in Philadelphia:
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Wills
Having a will is essential to ensure that your wishes are carried out after your passing. Our attorneys help you create a clear and comprehensive will that addresses your specific desires, making sure your loved ones are provided for according to your intentions.
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Trusts
Trusts help protect your assets, avoid costly probate, and provide for your loved ones. They also offer flexibility in how and when your assets are distributed, giving you more control over your estate plan.
We specialize in various types of trusts, including revocable, irrevocable, special needs trusts, and more to help you meet your estate planning goals.
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Powers of Attorney
Designating a power of attorney helps in managing your financial and healthcare decisions in the event you are unable to do so.
Our Philadelphia estate planning attorneys will guide you through the process of appointing a trusted agent to act on your behalf.
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Living Wills and Advance Directives
Living wills and advance directives outline your healthcare preferences, ensuring that your wishes are respected in critical health-related situations. Our attorneys will assist you in creating documents that reflect your values, desires, and medical decisions.
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Probate and Estate Administration
Navigating the probate process can be overwhelming. Our attorneys provide support during estate administration, ensuring assets are transferred according to your wishes, with as little stress as possible.
Choosing the Right Estate Planning Attorney in Philadelphia
It’s important to select the right estate planning attorney when it comes to planning for the future. You need an attorney who understands your unique needs, ensures your wishes are fulfilled, and provides peace of mind for you and your loved ones.
Factors to Consider
- Experience: Look for an attorney with experience in estate planning to ensure they are well-versed in the local laws and complexities.
- Client Reviews: Read reviews and testimonials from previous clients to determine the attorney’s reliability, professionalism, and success in handling estate matters.
- Costs: Estate planning is important but it shouldn’t hurt your finances. Choose an estate planning attorney who will offer expert services at an affordable price to ease the financial stress during planning..
- Communication Style: Choose an attorney who communicates clearly and is easy to reach. Also, you’ll want someone who explains the legal processes in a way you understand and responds to your questions or concerns.
- Personalized Approach: Choose an attorney who takes the time to understand your specific situation and provides customized advice rather than a one-size-fits-all approach.
Questions to Ask During Initial Consultations
Asking the right questions during your consultation with a potential estate planning attorney can help you assess if they are the right fit for your needs. It also helps you to understand how they can help you achieve your estate planning goals.
Here are a few key questions to consider:
- How long have you been practicing estate planning law?
- Can you explain the estate planning process and the specific services you offer?
- What is your fee structure, and what costs can I expect?
- How do you keep your clients informed during the planning process?
- Will you be the primary attorney handling my case, or will other team members be involved?
- How do you handle changes to the estate plan after it’s been created?
- Have you worked with clients who have similar estate planning needs or complexities as mine?
- What steps do you take to ensure my estate plan complies with the latest legal changes or updates in Philadelphia estate planning laws?
Why Establish a Good Attorney-Client Relationship?
Building a strong, trusting relationship with your attorney is key to effective estate planning. All these qualities embody Petrelli Previtera, LLC. Our dedicated attorneys will answer these and any other questions you might have throughout the entire process.
We’ll ensure that, while we’re doing all the heavy lifting, you’re aware of what’s going on every step of the way. Our estate planning attorneys will listen to your goals, communicate clearly, and provide personalized advice to create a plan that meets your needs.
Philadelphia’s Award-Winning Estate Planning Attorneys Will Protect Your Interests
Having a trusted attorney by your side can make a huge difference when it comes to estate planning. And that’s what you get when you engage with Petrelli Previtera, LLC.
Our estate planning attorneys have been recognized for their commitment to helping Philadelphia residents secure their future with customized estate plans. Our award-winning team has earned the highest possible rating of 10/10 from Avvo and has received over 200 five-star client reviews.
We’ve also earned a spot on the Inc. 5000 list of fastest-growing companies and won Martindale-Hubbell’s Gold Client Champion Award, among other awards. Our services help you plan for a smooth transition of your wealth, help minimize taxes on your estate, and avoid family disputes over your assets. With Petrelli Previtera, LLC, you can rest easy knowing your estate plan protects both your loved ones and your legacy.
Estate Planning FAQs
What is estate planning, and why is it important?
Estate planning involves organizing your assets and making arrangements for their management and distribution after you pass away. It’s important because it ensures your wishes are carried out, minimizes taxes, and prevents legal disputes among your heirs.
What documents are typically included in an estate plan?
Each of these documents serves a specific purpose in managing your assets and healthcare decisions.
How can an estate planning attorney help me?
An estate planning attorney can:
- Provide expert advice on how to structure your estate plan
- Help you understand the legal implications of your decisions
- Draft necessary documents
- Ensure compliance with state laws
What happens if I die without an estate plan?
If you die without an estate plan, that’s called dying intestate. In this case, the Register of Wills will choose someone to take care of the estate, which may not align with your wishes.
This can lead to disputes among family members and delays in distributing your assets.
Get Started With Your Estate Plan
Estate planning is more than just writing a will. It’s about ensuring that your future and that of your family is secure. With Petrelli Previtera, you’ll be working with attorneys who are dedicated to making the estate planning process easy to understand and tailored to your goals.
We’ll handle all the details, from outlining your wishes to ensuring your estate plan complies with the latest laws. We manage every detail so you can focus on what matters most.
Take the first step today and schedule a consultation with one of our attorneys. Call us at (866) 465-5395 or visit our centrally located office at 1845 Walnut Street, 19th Floor, Philadelphia, PA 19103, right on Rittenhouse Square. You can also schedule your appointment directly on our website and let us help you plan for tomorrow.