John B Whalen Jr Esq
John B Whalen Jr Esq

John B Whalen Jr Esq

Offers remote services
Offers remote services
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Special tax situations

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Introduction: I concentrate my three decade career in the legal areas of Pa Probate, Pa Estate Planning (Pa Last Wills, Pa Powers of Attorney, Pa Living Wills), Pa Estate Administration, Pa Estate Taxation, Pa Income Taxation, Pa Estate Litigation, Pa Beneficiary Representation, and Pa Guardianships. I am a recipient of the Legum Magister Post-Doctorate Degree (LL.M.) in Taxation (from the Villanova University School of Law), a recipient of the American Jurisprudence Award in Wills, Trusts, and Estates, from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law). I have over 4000 reviews and have received over 70 professional awards. I assist my clients with the preparation of all Estate Planning Documents (Living Wills, Powers of Attorney, Wills and Trusts), all aspects of the Estate Administration and Settlement process, and the preparation of personal income tax returns and accountings.

Hired 3 times

Serves Ardmore, PA

Background checked

License verified

3 employees

31 years in business

Payment methods

Cash, Check, Credit card, PayPal, Venmo, Zelle

Social media

Facebook, Instagram, Twitter

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Featured Projects

17 photos

Special tax situations

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Customers rated this pro highly for professionalism, work quality, and responsiveness.

Excellent 4.9

11 reviews


Read reviews that mention:

Konstantinos F.

The only legal person I have ever trusted. Honestly! I use him for accounting and for my estate/will planning. Great dude!
Nov 30, 2021
Marla Y.

Estate Attorney

I was introduced to John through the Thumbtack app. He responded to me within an hour of my reaching out to him. He was extremely professional and easy to talk to. He helped me navigate the arduous task of settling an estate. I can’t begin to describe how warm and engaged he was throughout the entire process. He made a very difficult and emotional time so much easier for me. He is currently working on another project for me and is providing the same level of responsiveness, integrity and care. I highly recommend John without any hesitation. Excellent Attorney!
Apr 5, 2020
Louid M.

What a wonderful experience working with John Whalen I would highly recommend his services to family and friends.
Nov 30, 2021
Lucas C.

Very courteous and professional, could not recommend highly enough.
Nov 30, 2021
Donna B.

John was very helpful and knowledgeable. He offered helpful suggestions.
Nov 30, 2021

License Type: Attorney (PA)

License verified on 1/9/2020

Background Check

John Whalen


  • What should the customer know about your pricing (e.g., discounts, fees)?

    My pricing is based on my accolades and credentials.

  • What is your typical process for working with a new customer?

    Free Consultations.

  • What education and/or training do you have that relates to your work?

    Post Doctorate in Estate Taxation and numerous prestigious awards.

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