Complimentary Consultation

Estate planning is a personal matter. To define one’s legacy, we recommend that an estate plan reflect an individual’s values, concerns, desires, and dreams.

We also believe that estate planning is a process best handled by a professional advisor who you trust, like, and respect. Our Complimentary Initial Consultation provides you with the opportunity to learn about our firm, our approach to estate planning, as well as to determine whether our services fit your needs and objectives. The initial session is also designed to provide you with relevant information you need to determine what aspects of the estate planning process is right for you and your family.

To help us plan for our meeting, and make the best use of our time together, I’ll ask you to complete and return an Estate Planning Information Form. All information about you, your family, the nature of your assets, along with your goals and objectives is confidential.

Please anticipate that our Initial Consultation together will be approximately 1 to 1 1/2 hours.  At the conclusion of our meeting, we will provide you with a recommended course of action, as well as a number of alternatives, and their corresponding fees. It is then up to you to decide how you would like to proceed with your estate plan. Whatever your decision, there is no obligation, and no fee for our Initial Consultation.

To arrange a Complimentary Consultation at your home, or one of our offices, please call the Levin Law Firm at (610) 977-2443.

We will promptly contact you to arrange a mutually convenient meeting location and time to discuss your estate plan.

Philip E. Levin, Esquire
Radnor Financial Center
150 North Radnor Chester Road,  Suite F-200
Radnor, PA 19087
Phone:  (610) 977-2443

Office Locations by Appointment:
Bala Cynwyd  ·   Exton   ·   King of Prussia   ·   Philadelphia   ·    Plymouth Meeting   ·   Radnor

E-mail:  info@levinlawyer.com