John B Whalen Jr Esq
John B Whalen Jr Esq

John B Whalen Jr Esq

Offers remote services
Offers remote services
contact for price

Zip code

Responds within a day

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.
Overview

Hired 5 times

Serves Havertown, PA

Background checked

License verified

3 employees

32 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

105 photos

Reviews

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

Excellent 4.9

12 reviews

5
92%
4
8%
3
0%
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1
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Read reviews that mention:


pro avatar
Jennie L.
2 weeks ago
·

Hired on Thumbtack

Hired on Thumbtack

John was very easy to communicate with as he really listened to you before providing possible solutions/answers to your questions or areas of concern. I would recommend John to others and would use his services in the future.
Estate Attorney
pro avatar
Konstantinos F.
Nov 30, 2021
The only legal person I have ever trusted. Honestly! I use him for accounting and for my estate/will planning. Great dude!
pro avatar
Marla Y.
Apr 5, 2020
·

Hired on Thumbtack

Hired on Thumbtack

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!
Estate Attorney
pro avatar
Tony S.
Aug 12, 2020
Mr Whalen is a consummate professional and the best, especially when someone needs the advice for estate property representation and solving issues. You can be assured, that John will be on top of things, completing all the necessary tasks, while keeping the client informed throughout the entire process.
pro avatar
Gregg S.
Apr 9, 2020
I needed some last minute advice as my siblings and I were reaching the final stages of my parents estate settlement. Though the whole process had run fairly smoothly, the last details (especially after the house closed) got quite sticky. I approached John to discuss and he had answers and advice to me within hours. I have had a good amount of experience with attorneys over the years, both in my professional and personal life, but never had I experienced the level of concern and client service that I had in such a small window with John.
Credentials
License

License Type: Attorney (PA)

License verified on 1/12/2022

Background Check

John Whalen

FAQs

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

    My pricing is based on my 31 years of experience as well as my accolades and credentials.

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

    $225.00 Initial Consultations (as long as you require).

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

    Post Doctorate in Taxation and numerous prestigious awards.

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