Based on 43 reviews
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Posted by Mick, a Estate Planning client, Flag
John Whalen brought a wealth of experience, knowledge and integrity to my situation, and was able to answer all my questions honestly, whether the answer was favorable to my case or no. In a situation dealing with more money than I've ever seen., and matters of which I know not the first thing about, it was a great relief to have such a wonderful resource at my disposal! In my experience you simply can't do better.
Posted by a client, Flag
John presents with a high degree of ethical behavior. His knowledge of the law coupled with his sincerity and concern make him an excellent attorney.
He is responsive and he truly listens to what one has to say. In addition, he is caring and has an excellent sense of humor.
Posted by Olya, a Wills client, Flag
If you want to work with someone who will take time to understand your issue/request, who will offer professional advice, who deeply understands law, flexible and friendly, hire John. You will not be disappointed. You also will not be surprised by hidden fees as he charges per case, not per hour. I hired John to do my will, living will, and power of attorney, and I am very pleased with the quality of these documents and convenience of the process.
Posted by a Wills client, Flag
John prepared a will, living will, and power of attorney for me. He explained everything thoroughly, with kindness and patience. He was very accommodating and got back to me in a timely fashion. He had a very friendly demeanor and working with him was a pleasure.
Posted by a Tax client, Flag
I had an Estate Income Tax situation that required a legal interpretation, where as the beneficiaries were in disagreement with the Executor over who should report the income. Mr. Wahlen started working on the problem, and did not stop until my problem was resolved. If I could add five more stars I certainly would.
Posted by a Wills client, Flag
John is simply terrific to work with. I needed to overhaul my estate planning in a relatively short amount of time and wasn't sure where to start or what considerations needed to be made. John took as much time as I needed to explain the ins and outs, advantages & disadvantages, and potential outcomes of the provisions I was considering. He is very easy to talk to and explains everything in a manner that is understandable. In addition, he is extrememly flexible with his hours and will meet with his clients at any location convenient for them. This was a pleasant surprise.
Posted by a Wills client, Flag
I didn't have much information to provide to him, Mr. Whalen helped find out what I needed to know. He made me feel confident that my case would settle fairly, and did not succumb to the scare tactics of the other side. Considering what they did, brave is another adjective I would use to describe John!
Posted by a Probate client, Flag
I found John to be extremely helpful and forthcoming with his legal knowledge. He was willing to understand the issues and to give professional insight into possible options for a solution. Not only did he answer my questions on the legal advice site, but also followed through with a phone call.
I would highly consider engaging this attorney if the eventual need arose. One has to "care" about the client, and "care" about the case in order to bring about the best solution; I believe John would do both.
It is evident that he has a great love for the law, a wicked keen wit, and sense of humor to boot !
Posted by Shawn, a Estate Planning client, Flag
John was easy to deal with. We worked with him on a rewrite of our will, living will, etc... He clearly explained the options, made recommendations, and delivered a high quality product when he said he would for the price that he gave us. He came to our home on our schedule. Very easy to deal with.
Posted by Annie, a Contracts client, Flag
Mr. Whalen helped me get out of an unhealthy living situation that involved a lease with a landlord. The landlord was not helpful or cooperative until Mr. Whalen stepped in and we did not even have to go to court. He has also always made himself available for questions concerning other things where his knowledge has been very helpful.
Posted by Victor, a Estate Planning client, Flag
Dealing with one's mortality is never an easy subject to broach. John's ability to zero in on what is important, while remaining compassionate and caring are attributes that hard to come by these days. He made the process light and very professional. When people ask me about writing a will, power's of attorney or any general estate planning questions, I always refer them to John.
Posted by a client, Flag
John was extremely helpful and caring in his response to my/our situation...he really listened and offered advice during our phone consultation and he made me laugh for the first time in awhile....thank-you for that!
Posted by Daniel, a Power Of Attorney client, Flag
John's assistance was invaluable to me recently during a sudden and rather emotional event in my family's life. Our beloved mother suffered a massive stroke, literally days before she had "planned" to sign her will, advance directive and medical power of attorney. As her primary care giver, you can imagine what a "tail spin" I was in.
Even though I am in Delaware, John took the time to research my issues and offer advice as to what my next steps should be. Between my work schedule, trips to and from, first, the hospital and then the rehabilty/nursing home, conversations with John took place at all hours. Even then, John reassured me with his knowledge and willingness to do whatever it took to keep me sane and reach the best possible outcome.
Posted by a Estate Planning client, Flag
Mr Whalen handled my mother's estate almost 2 years ago. He was both ernest and forthright in direction and helped make, what could have been a nightmare, a very pleasant experience. I felt reassured and found a tremendous amount of mental peace.
Posted by Bill, a Probate client, Flag
I have known John for twelve years, and during that time I have utilized his services on four occasions including probate and trust planning matters. He is extremely knowledgeable in matters of the law, and his attention to detail is second to none. My family and I have been truly pleased with his work, and would not hesitate to recommend him to anyone requiring his expertise; and, in fact, we have.
Posted by MariaElaina, a Elder Law client, Flag
My interaction with John began when I was promoted to the Estates Department of the firm that John and I both worked at. I was new to the firm and field and Paralegal world. There are certain areas of estate law that, even as a fellow professional working in the field, can be intimidating. John created a learning environment that allowed me to participate, learn and feel valued to our clients simultaneously. When working in estate law, you are encountering your clients during a very sad time in their lives. It is important to make them feel safe, comforted and informed. I felt that John always provided this to our clients. His knowledge of estate law was precise, his interaction in the Elder Law Community was active and his professional contacts were always engaged in his practice which added a personal touch to the interaction our clients received. If your looking for a dedicated Estate/Elder Law attorney, I highly recommend you reach out to John Whalen.
Posted by Laura, a Estate Planning client, Flag
John and I have had the privilege of not only being business colleagues, but personal friends. I have watched John work with many clients and have always been impressed with his ability to put clients at ease with his knowledge and attention to detail. John is very compassionate about his work which, in turn, makes him very compasionate towards his clients. I have also had the pleasure of working with John on my own estate planning matters. I feel being a colleague of John's is top notch, but having become personal friends through business with John is a privilege.
Posted by a Estate Planning client, Flag
I used John's experience to set up my will, power of attorney and living will and recently revising them after the passing of a loved one. He was very caring and understanding of my needs and was very helpful in offering sugggestions in areas that I did not consider.
The documents he produced for me were completed in a timely and professional manner.
I would highly recommend John to all that need the services of an excellent estate attorney.
Posted by Gregg, Flag
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.
Posted by Laura, Flag
John and I went to high school together; itâ€™s no surprise to me that John is at the top of his game in PA Estate Planning, Estate Administration, Fiduciary Law Representation and Estate Taxation.
John has a passion for law with a caring curve that surpasses the norm. He strives to educate the public on estate and taxation issues through his many appearances, his blogs, and social media, publications on the Martindale.com Legal Library, and in his publications in area business and legal journals. He provides consultations to his clients without obligation or charge! Itâ€™s unheard of today for an attorney to make a house call and consult evenings, weekends or holidays without charge. Itâ€™s not unheard of at Johnâ€™s firm, itâ€™s the norm. And, it takes as long as it takes. Ethics, commitment and a true caring focus on his client are what make him unique.
To work with John would be an honor. If I ever relocated back to PA Iâ€™d be knocking at his door!
Laura A. Young, FRP
Legal Administrator, Paralegal
The Keane Law Firm, Chartered,
An AV Rated Firm, Stuart FL
Posted by Grace, a Estate Planning client, Flag
I have yet to meet an attorney more dedicated to his clients. Mr. Whalen has not only advised me on issues related to unmarried couples, as a fellow blogger he has also advised me on copyright law. I have a child with special needs, and Mr. Whalen is very well versed in the specific issues we special needs parents must consider. I highly recommend him.
Posted by Marjorie, a Estate Planning client, Flag
John helped me teach an Ethical Wills course at Widener University's Osher Lifelong Learning Institute. His preparation and presentation were excellent and he held the class's attention for an hour and a half.
Posted by Ellen, a Probate client, Flag
When my mother passed away, I knew I would need an attorney to help probate the will and guide me through the maze of responsibilities I had as executrix. John is not only a skilled and knowledgeable attorney, he is also someone who can patiently explain complex and confusing legal issues in simple, easy-to-understand language that a layperson can understand. Best of all, John would meet with me regulary in my home, so I didn't need to worry about traveling to an attorney's office several times a month. And John is available 24/7 (many people might make this claim, but John really means it). I highly recommend John for anyone having to deal with estate issues, probates, wills, etc.
Posted by John, a Wills client, Flag
Mr. Whalen on two occasions gave guidance and prepared my living will, Power of Attorney and Last Will and Testament. He was always professional, competent, clear, and patient with my many questions.
Posted by Anne & Norm, a Wills client, Flag
There is not enough room in this review to list all of the dealings that we have had with John Whalen.
He has been a friend of our family for 20+ years and as our life changed, John was the one that we turned to for Wills, Living Wills and Power of Attorney.
He has conducted business at our mother's bedside and in our Living Room.
John is very professional and will give you the best answer possible for any question you may have.
We have highly recommended John to several of our friends and will continue to do so in the future.
Posted by Susan, a Power Of Attorney client, Flag
I used John for setting up my will and power of attorney. I found him to be well informed and explained everything to me so I understood what I needed. He is also a lawyer for other of my family members and I feel I would go no where else for anything else legal that I needed.
Posted by Michelle, a Probate client, Flag
Mr. Whalen is a very conscious attorney. He treats all of his clients like they are his friends and/or family when they are going through the loss of a loved one. He walks them through the process step-by-step and involves them along the way. He is very respectful of the clients and their time. He is organized and time-driven to a fault. He is an attorney with a heart and puts his clients and their needs above all else
Posted by John, a Estate Planning client, Flag
‘Labor omnia vincit’ - Hard work conquers all.
I met John over 10 years ago as a client and I am proud to call him a friend. My occupation allows me to cross paths with attorneys on a daily basis and of the thousands I’ve encountered John is truly one of a kind. The first thing you will be impressed with is his dedication and professionalism. He always makes it appear that you are his only client. He is the only 24/7 attorney that I know. If you’re looking for an attorney with knowledge in will/probate/estate matters, John is the only attorney I would recommend. The most refreshing thing about John is after speaking with him not only do you have an answer to your question or directions to go in, you also have a better day because of his sincerity and attentiveness.
I consider him a true friend and an extremely competent attorney. Give him a chance and he will prove himself more than willing and able to complete every task at hand.
Posted by Frances, a Estate Planning client, Flag
Mr. Whalen has always treated my husband and I as if we were his only clients. He has shown both care and concern for our needs and as well as our family's needs, but at the same time maintains a professional approach and manner.
Posted by Janice, a Estate Planning client, Flag
Attention to detail, responsiveness, great results. I don't know what more you could ask for. John simply is tops!
Posted by Gwen, a Trusts client, Flag
John Whalen is the kind of attorney that everyone would want to have on their side. He took over my case when I was at the end of my rope with another attorney. I am extremely pleased with the way he has handled my case. I would highly recommend John Whalen.
Posted by LK, Flag
Came to Aunt who could not travel, she was pleased.
Posted by Sheila, a Estate Planning client, Flag
John is an extremely knowledgeable Wills, Trusts and Estates attorney. He has always answered our questions, regarding our wills and living wills, in a way that makes us understand the legal issues at hand, while easing our fears and concerns. John also processes our annual income taxes. He is very efficient and reliable and we highly recommend him to all.
Posted by CHRISTINA, a Wills client, Flag
I worked with John many years ago and as a very close friend he will guide you in the right direction and be there for you should you have any questions he will always give you an answer. My mom just had her will redone by John after having a bad experience with another Attorney. John did an excellect job and I would recommend him to anyone, as he's very knowledgeable and is very trustworthy. My husband and I are getting our wills done as well.
Posted by Dave, a Estate Planning client, Flag
John and I met accidently about four years ago, and what a great coincidence it turned out to be! John mentioned he handled estate planning amongst his other skills, and the timing of our initial conversation turned out perfect. He held my hand when needed (I'm not afraid to admit my ignorance of wills, estates, etc) and kept my confidence the entire process. He is sharp-witted and intelligent fellow, as his numerous awards and recognitions can testify to. It's nice dealing with an attorney who is there for more than just business, John truly cares about his clientele and their estates. When I was already in a melancholy mood and dealing with grief and loss, John was a gentle voice of assistance. I am proud to call him a friend.
I have recommended John to my entire family and many friends, and wish him well in his continued progress and successes. If your needs include will/probate/estate matters, call this fellow.
Posted by Joe, a Estate Planning client, Flag
John helped us review, update and rewrite our Wills, Living Wills and Powers of Attorney. All of our meetings with John took place in our own home. John was a pleasant surprise from what we were expecting from an Estate Lawyer. He was unrushed, focused on our meetings, and spoke in layman's terms. All of our questions were answered and supported by examples. He provided us with background literature, educational materials on our various topics and provided a written estimate of his services. His final product was provided in a timely manner at the agreed upon price.
Posted by a Probate client, Flag
I have worked with John for approximately 7 months. I have found John to be very helpful and attentive. I have felt comfortable sharing things with John. John has been a great confidant in this matter.
Posted by Allison, a Wills client, Flag
John was referred to me by a friend and came with high expectations. John not only met the expectations but exceeding them. I will pass forward John's name to others because I am 100% confident in his abilities.
Posted by Rose, a Elder Law client, Flag
John Whalen is a wonderful caring dedicated supportive lawyer. He helped get my father the medicaid benefits he deserved.
Posted by Thompson, a Probate client, Flag
I needed a lawyer for my fathers estate, so I started looking on the internet. John was the 3rd that I contacted, and he spent 1.5 hours on phone with him for the initial contact.
John visited me at my fathers home, and he explained everything in layman's terms, just so I knew what I could be expecting in this process. I really liked John and asked if he would mind setting up a second interview so the rest of the family could have a chance to grill him, and of course, John accepted.
John spent a total of 8 to 9 hours working with me and the family BEFORE we even signed a contract. What lawyer would do that in these times?
I, W. Thompson Hine (exec) am proud to recommend John B. Whalen Jr to anyone needing his expertise.
Thanks for reading this
Posted by David, a Probate client, Flag
We became acquainted with John a number of years ago when my father passed away and my brother and I became executors of my parents trusts. John worked closely with us through the whole legal process instructing, advising, helping with our questions and handling the necessary actions. He was always available on a moment notice. Subsequently with my mother's passing another trust was set up for one of my sisters and the rest of the estate was distributed, again with John's assistance and no problems. Having worked with and gotten to know John through all this we would not have expected anything but the best service and that is what we received. He is certainly knowledgeable, always available and proactive as necessary. Certainly John is a more than competent attorney but he is also a personable caring person, easy and comfortable to work with. We would recommend John to anyone without hesitation.
Posted by DJ, a Elder Law client, Flag
Mr. Whalen, Jr., is all of the above and more. Over the years I've learned that I have never been misled, sold a bill of goods, or placated by John. If he can't solve a problem or answer a question, he says so. Or, [he] will attempt to find the solution.
Mr. Whalen has also been judicious with fees and is quite understanding in these economic times. Shakespeare was not referring to John when he made [his] infamous statement; on the contrary, John is the exception that proves the rule.
John's services were specifically related to Elder Law/Wills et al. The authorship John brings to his informed and up-to-date decision-making remains superior in this time of ever-changing Elder law/Estates/Wills
Posted by a Estate Planning client, Flag
John is one of the most level headed people I have met. He is very knowledgeable about his area of law, and can break it down to the most simple definitions, making it very easy to understand. He is patient and is always willing to answer any questions.