Estate Planning

Experienced attorneys providing comprehensive estate-planning and probate services

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.

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
  • Trusts
  • Guardianship and Conservatorships
  • Powers of Attorney
  • Lifetime Directives
  • Estate Administration

Pennsylvania probate attorneys guiding the client through the probate process

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

For legal assistance in estate-planning or with probate matters, call Testa & Pagnanelli, LLC at 215-392-0863 to arrange a consultation.