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Protect Your Legacy Today!

For more than a century, we have worked with individuals and families to translate their success into a meaningful and lasting legacy. Let us help you plan your estate and trust. Fill out our form below for a FREE consultation.

We promise NEVER to give away or sell your contact info.

Why Choose Planning Transitions?

  • Connector.

    Experience

    Over 40 years of helping families and businesses achieve their goals of protecting and transitioning their wealth in PA.

  • Connector.

    Cost-Effective

    Have confidence that your will is legally valid with help from the experienced legal team at Planning Transitions. If you’re interested in a simple will, our legal team can draft one as low as $25!

  • Connector.

    We Care About You

    We understand the issues you face, and we can help you address them in a thorough and disciplined way.

  • Connector.

    Free Consultation

    It’s no fee to learn more about Planning Transitions. Give us a call at (215) 822-9750 our legal team in Montgomery County is ready to help you plan your retirement!

Want To See How We Can Help You? Call Us Today: (215) 822-9750

How Can We Protect Your Legacy?

Crafting A Living Will

Don’t leave your family in the dark about your final wishes – a well-written living will from Planning Transitions, will make sure your requests are honored. Learn More

Help Probate A Will

Many people think that probate applies to you only if you have a will, but this is incorrect. Let Planning Transitions help you with the probate process. Learn More

Planning Your Estates And Trusts

A trust can be an effective way to place assets outside the reach of creditors. Planning Transitions can help you plan your estate and trusts. Learn More

We Make Retirement Planning Simple

A well structured simple retirement plan can deal with all types of situations such as protect your real estate, money and leave a potential inheritance for your beneficiary. Let our experts at Planning Transitions help you plan your retirment with a peace of mind. Learn More

How Can We Protect Your Legacy?

Crafting A Living Will

Don’t leave your family in the dark about your final wishes – a well-written living will from Planning Transitions, will make sure your requests are honored. Learn More

Help Probate A Will

Many people think that probate applies to you only if you have a will, but this is incorrect. Let Planning Transitions help you with the probate process. Learn More

Planning Your Estates And Trusts

A trust can be an effective way to place assets outside the reach of creditors. Planning Transitions can help you plan your estate and trusts. Learn More

We Make Retirement Planning Simple

A well structured simple retirement plan can deal with all types of situations such as protect your real estate, money and leave a potential inheritance for your beneficiary. Let our experts at Planning Transitions help you plan your retirment with a peace of mind. Learn More

What Do Our Clients Think?

“Jeremy is friendly and down-to-earth. He gave us helpful suggestions and brought up important issues we would never have thought of. He is knowledgeable, very thorough, and a pleasure to work with.”

brad-t-planningtransitions-review

“Thank you…. for securing Medicaid coverage for my husband. Without your keen knowledge and legal expertise I would not have been able to do it myself. Your confidence in knowing what to do and how to do it properly was a reassurance for me during this long process.”

Jackie-M-planningtransitions-review

“When you first come in, you don’t know what you don’t know. You think you know what they’re going to tell you, but then when you see the financial plan you get from Planning Transitions, and you realize all the steps you didn’t even think about, well … that’s the expertise you’re getting. And at the end of the day it’s worked out well for us.”

Marie-J-planningtransitions-review

We’d Like To Help You Protect Your Legacy

For more than a century, we have worked with individuals and families to translate their success into a meaningful and lasting legacy. Let us help you plan your estate and trust. Call us at (215) 822-9750 or fill out our form below for a FREE consultation.

We promise NEVER to give away or sell your contact info.

We’d Like To Help You Protect Your Legacy

For more than a century, we have worked with individuals and families to translate their success into a meaningful and lasting legacy. Let us help you plan your estate and trust. Call us at (215) 822-9750 or fill out our form below for a FREE consultation.

We promise NEVER to give away or sell your contact info.

Helping Clients Across Montgomery County PA

Helping Clients Across Montgomery County PA

East Greenville
Green Lane
Palm
Pennsburg
Red Hill
Perkiomenville
Sumneytown
Colmar
Earlington
Franconia
Montgomeryville
Salford
Salfordville
Souderton
Telford
Tylersport
Woxall
Abington
Ogontz Campus
Roslyn
Ambler
Maple Glen
Lower Gwynedd
Ardmore
Belmont Hills
Bala Cynwyd
Huntingdon Valley
Bryn Athyn
Cheltenham
Dresher
Lamott
Melrose
Melrose Park
Elkins Park
Flourtown
Fort Washington
Gladwyne
Erdenheim
Laverock
Wyndmoor
Glenside
Hatboro
Haverford
Horsham
Foxcroft Square
Hollywood
Meadowbrook
Rydal
Jenkintown
Rockledge
Merion Station
Narberth
Oreland
Willow Grove
Wyncote
Wynnewood
Norristown
Audubon
Eagleville
Jeffersonville
Norristown
Norristown
Bridgeport
Norristown
King Of Prussia
Norristown
Audubon
Norristown
Eagleville
Norristown
Fairview Village
Norristown
Arcola
Center Square
Penllyn
Blue Bell
Cedars
Collegeville
Conshohocken
West Conshohocken
Creamery
Frederick
Gwynedd
North Wales
Gwynedd Valley
Harleysville
Hatfield
Kulpsville
Lafayette Hill
Lansdale
Lederach
Mainland
Miquon
Mont Clare
Phoenixville
North Wales
Oaks
Plymouth Meeting
Sanatoga
Pottstown
Stowe
Linfield
Limerick
Royersford
Sassamansville
Collegeville
Schwenksville
Skippack
Spring House
North Wales
Spring Mount
Valley Forge
Valley Forge
West Point
Worcester
Zieglersville
Zieglerville
Bechtelsville
Gilbertsville