Lower Merion, PA Estate Planning Attorney

Your Estate Planning Attorney

Estate Planning Attorney in Lower Merion, PA

Baratta Russell & Baratta offers deep knowledge and experience in estate planning, trusts, estate administration and commercial law services in Lower Merion, PA and surrounding areas including Bryn Mawr, Radnor, Villanova, and the greater Delaware and Montgomery County area.

Estate Planning Attorney Ardmore, PA
Ken Russell - Lower Merion, PA Estate Planning Attorney

If you seek trusted Estate Planning Attorney’s in Lower Merion, contact the experienced team at Baratta, Russell & Baratta today!

Estate Planning Services in Lower Merion, PA

Estate plans take into consideration a wide variety of solutions that make up your life’s work such as your assets, liabilities, charitable alignments, and much more. The estate planning attorneys at Baratta, Russell & Baratta can establish thorough, tailored, and comprehensive estate planning solutions that will both meet your needs and offer you peace-of-mind. Each nuance of your carefully crafted estate plan will be handled by committed lawyers, allowing you to focus on the big picture.

While everyone has individual goals based on their family, financial situation, and core values – nearly everyone has assets that they wish to be in control of at their death. Our Estate Planning Lawyers offer experience in many areas of Estate Planning Law in Lower Merion, PA. Click on an item from the list below to learn more.

Lower Merion, PA Estate Planning Lawyers

At the law firm of Baratta, Russell & Baratta, our Lower Merion estate planning lawyers offer a wide variety of will and trust solutions to clients in surrounding areas and throughout Pennsylvania. 

In addition to the estate planning services listed above, we can also assist in case types of the following:

Estate Planning Lawyer Ardmore, PA
Jack Sweeney - Lower Merion, PA Estate Planning Lawyer

While preparation for this stage of life might be a difficult one, our legal estate planning lawyers can help to fulfill your wants and needs. We can help you develop proper plans for high value assets such as your home, allowing you to choose how your wealth is distributed after you are gone. Homes in Lower Merion, PA on average are worth over half a million dollars ($749,000 median home worth according to Realtor.com), which is a substantial asset that should be left to your decision.

Without a legal planned estate in place when you pass away, your assets can fall into Intestacy. Intestacy laws allow the state to act as an administrator, enforcing which parties are eligible to inherit a deceased individual’s assets, depending on which descendants are living. This can lead to unexpected and unwanted distribution  of the assets you have worked for.

To properly prepare for estate planning, Baratta Russell & Baratta recommends the completion of three primary documents to get started: a Last Will and Testament, a Durable Financial Power of Attorney and an Advance Directive for Healthcare.

ken seminar
Ken Russell speaking at an Estate Planning Conference in Lower Merion, PA

Estate Planning Downloadable Resources

To help you best prepare for estate planning in Lower Merion, PA, we have included downloadable materials that focus on a handful of sub-categories:

Get Help Today from your Lower Merion, PA Estate Planning Lawyers

If you are ready to start planning your estate or have additional questions, contact the experienced Estate Planning Attorney’s at Baratta, Russell & Baratta today!

Contact the Estate Planning Team

How Can We Help You?

Still not convinced we are the right Estate Planning Attorney’s for you?

Here’s what our clients have shared about us.


From the very outset Mr. Russell assured me that everything would work out. I was so grateful for all their help and reassurances.

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I could not be any more pleased with my choice of Baratta Russell and Baratta and the results they obtained for me.

William S.
Google Reviewer

Mr. Russell, Maria Loecker and John Sweeney were sensitive and very helpful in directing me with my tragedy. I will be ever thankful for all their help.

Brett L.
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Business Information


  • Monday 9AM–5PM
  • Tuesday 9AM–5PM
  • Wednesday 9AM–5PM
  • Thursday 9AM–5PM
  • Friday 9AM–5PM
  • Saturday Closed
  • Sunday Closed

Phone: 215-914-2222

Lower Merion, PA is a township in Montgomery County, Pennsylvania and part of the Philadelphia Main Line. As of the 2016 U.S. Census, the township had a total population of 58,288. Lower Merion has the 5th highest per-capita income and the 12th highest median household income in the country.

The name Merion originates with the county of Merioneth in north Wales. Merioneth is an English-language transcription of the Welsh Meirionnydd.

Lower Merion is one of the major inner ring suburbs of Philadelphia, along with Upper Darby, Haverford, and Cheltenham.

Lower Merion Library SystemThe Lower Merion Library System (LMLS) is made up of six libraries that all began because members of their communities felt that a library was an essential community resource. Five of the libraries formed the Lower Merion Library Association in 1935, qualifying for access to funding from the Commonwealth of Pennsylvania.

Lower Merion Historical SocietyThe Lower Merion Historical Society is an organization dedicated to “Preserving Our Past For The Future.” This is accomplished by stewardship of local history, education of the community, preservation of historic resources and outreach to promote awareness of the cultural heritage of the Township of Lower Merion and the Borough of Narberth.