Estate Planning in Greater Philadelphia

ESTATE PLANNING

Estate planning is about more than documents—it’s about protecting people. Janna and her team help you create a plan that’s clear, legally sound, and designed to evolve as your life changes.

What estate planning typically includes

  • A plan for who makes decisions if you can’t (financial + medical)
  • A plan for who receives what and how
  • A plan that reduces conflict, confusion, and unnecessary delays
  • Documents that reflect Pennsylvania-specific requirements and realities
Sunset over a winding road, with golden light illuminating the asphalt and trees on the right.

Common Documents

  • Last Will & Testament
  • Revocable Trust (when appropriate)
  • Financial Power of Attorney
  • Healthcare Power of Attorney / Advance Directive
  • Guardianship considerations (where applicable)

Who is This For?

  • New parents or growing families
  • Homeowners and property investors
  • Blended families
  • Business owners
  • Anyone who wants clarity—without creating stress for loved ones later


Our Difference

Janna encourages a check-in every 3–5 years, plus anytime major life changes happen—because a plan that isn’t updated is often a plan that fails quietly.

Get Clarity and a Plan.

In a consultation, we’ll review what’s going on, identify the right approach, and map the next steps—clearly and calmly.