Services

Yardley Estate Planning, LLC is a law firm dedicated exclusively to Estate Planning.  Our services include planning for and addressing legacy, inheritance and tax issues; and drafting Wills, Trusts, Living Wills, Powers of Attorney, and other Estate Planning tools and documents.

While most of our clients are also clients of our other firm, Yardley Wealth Management, LLC, you do not need to be a client of both firms.  Our Estate Planning services are available to all Pennsylvania and New Jersey residents.

According to various sources, roughly half of all Americans do not have Wills.  Even among those that do, many are  in need of updating: having provisions that no longer apply, or naming executors or heirs who are no longer around.   For many consumers, the biggest obstacles are finding lawyers they trust, taking the time to actually do it, and  overcoming the fear or inertia that is holding them back.

Michael, an Estate Planning lawyer and CERTIFIED FINANCIAL PLANNER TM practitioner says, “as part of the wealth management process, we already go through a detailed analysis of our clients’ Estate Plans.  In the past, we would refer our clients to outside attorneys to complete them.  By forming the law firm, we can save our clients the time, inconvenience, and anxiety of interviewing prospective attorneys, and the duplicative effort of explaining to a new attorney their financial situation and goals.  In today’s busy world, by saving our clients the time and effort of finding and working with an additional professional, we are providing an extra valuable service to our clients.  Since we can provide both wealth management and estate planning services, we can be sure that they are fully integrated with each other, providing better overall advice and service for our clients.”

 

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