Estate Planning Attorneys  |  Philadelphia, PA

Adelphi Legacy Group, PLLC

Money Knows Money, Now So Do You.

Estate planning has a language of its own, and most people were never taught it. We translate. Adelphi Legacy Group, PLLC provides personalized estate planning legal services to individuals and families throughout the Philadelphia region — so you know exactly what you own, what it does, and where it goes.

(215) 346-6722  |  pwallace@adelphilegacy.org

Licensed in Pennsylvania
Estate Planning Exclusively
Personalized Counsel

About the Firm

Know What You Own. Decide Where It Goes.

Phoenicia Wallace, Esq.

Phoenicia D.W. Wallace, Esq.

Managing Member

Adelphi Legacy Group, PLLC

(215) 346-6722

pwallace@adelphilegacy.org

https://adelphilegacy.org

Licensed to Practice in Pennsylvania

Adelphi Legacy Group, PLLC is a Philadelphia-based estate planning law firm working exclusively with individuals, couples, and families. Estate planning is not reserved for people with complicated wealth — it is simply how you decide what happens to what you have. We provide comprehensive planning services built around your circumstances and explained in language you can follow.

No two families are alike. Whether you are a young professional making a first plan, a growing family protecting your children's future, or someone preserving a lifetime of hard work, Adelphi Legacy Group builds a plan that fits your situation. We take the time to understand what you want, lay out your options, and tell you what each one actually does.

Our firm is led by Phoenicia D.W. Wallace, Esq., an experienced estate planning attorney whose practice is built on integrity, precision, and deep respect for the families she serves. At Adelphi Legacy Group, every client is treated as a priority — not a file number.

"I have never met a family that could not understand their own estate plan. I have met plenty who were never given the chance. That is the part I fix."

— Phoenicia D.W. Wallace, Esq., Managing Member

What We Do

Our Practice Areas

A focused set of services. Each one answers a specific question about what you own, who controls it, and where it goes next.

Estate Planning

Wills, trusts, and complete plans built around what you actually own and what you want done with it.

Business Succession & Wealth Transfer

How your business changes hands, and how wealth moves to the next generation — with the tax treatment explained before you decide.

Probate & Trust Administration

Straight guidance through probate and trust administration, so you know what the court requires and when.

Asset Protection

Structures that put distance between what you own and the creditors or liabilities you did not see coming.

Why Adelphi Legacy Group

What You Get Here

Four things you should be able to expect from the attorney who drafts your plan. Here is where we stand on each.

Estate Planning Exclusively

We do one thing. Estate planning is the whole practice, not a department inside it — so the documents you sign were drafted by someone who works on nothing else.

Personalized Attention

You work directly with Phoenicia D.W. Wallace, Esq. — not a paralegal, not a junior associate. The attorney who asks you the questions is the attorney who drafts your documents.

Transparent, Flat-Fee Pricing

You will know what your plan costs before any work starts. Flat fees, agreed upfront and in writing — no hourly meter running while you think of a question.

A Philadelphia Firm That Knows Your Community

We practice in the Philadelphia region and we know Pennsylvania estate law — including the state-specific rules that decide whether a document does what you intended it to do.

How It Works

How This Works, Start to Finish

Four steps. You will know what happens at each one before it happens.

01

Initial Consultation

We start by learning what you own, who depends on you, and what you want to happen. No judgment and no assumed knowledge — just the questions that determine what your plan needs to do.

02

Plan Design & Engagement

We recommend a plan and put the scope and the flat fee in a written engagement letter. You see the number before any work begins.

03

Drafting & Review

We draft every document in your plan, then walk you through the drafts. Ask anything. Nothing is finalized until you understand what it says.

04

Signing & Delivery

We handle the formal execution of your documents — including proper witnessing and notarization where required — and deliver your finished plan to you.

Frequently Asked Questions

The Questions People Actually Ask

Estate planning comes with a lot of vocabulary attached. Here is what clients ask most, answered plainly.

Do I really need an estate plan? +
Yes — and sooner than you might think. Estate planning is not just for the wealthy or the elderly. If you have any assets, any loved ones, or any wishes about your medical care, you need an estate plan. Without one, Pennsylvania law determines how your assets are distributed and who makes decisions for you in an emergency — and those outcomes may not reflect your wishes at all. An estate plan puts you in control.
What documents should a basic estate plan include? +
A comprehensive basic estate plan typically includes a Last Will and Testament, a Durable Power of Attorney, a Healthcare Power of Attorney, and a Living Will (Advance Healthcare Directive). Depending on your situation, a Revocable Living Trust may also be appropriate. During your consultation, we will assess your specific circumstances and recommend the documents that best serve your goals.
What is the difference between a Will and a Trust? +
A Will is a legal document that directs how your assets will be distributed after your death. It takes effect only upon death and must go through probate — the court-supervised process of validating your Will and distributing your estate. A Revocable Living Trust, by contrast, takes effect during your lifetime, allows you to manage your assets while you are alive, and transfers assets to your beneficiaries upon death without the need for probate. Trusts are generally more private, faster, and more flexible than Wills, though both serve important purposes in a complete estate plan.
What happens if I die without a Will in Pennsylvania? +
If you die without a valid Will — called dying "intestate" — Pennsylvania's intestacy laws determine who inherits your assets. The distribution follows a strict statutory formula based on family relationships, which may not align with your wishes. For example, assets may be divided among a spouse and children in a way you would not have chosen, and unmarried partners receive nothing under Pennsylvania law. An unmarried partner, a close friend, a favorite charity, or a stepchild would receive nothing under Pennsylvania's intestacy laws. Only a valid Will ensures your assets go where you want them to go.
How much does an estate plan cost? +
Adelphi Legacy Group charges flat fees for estate planning services, which are discussed transparently before any work begins. The cost of your plan depends on the complexity of your situation and the documents required. We believe you should know exactly what your estate plan will cost before you commit — no surprise hourly bills, no hidden fees. Contact us for a consultation and we will provide a clear, upfront quote tailored to your needs.
How long does it take to complete an estate plan? +
In most cases, we are able to prepare and finalize a complete estate plan within two to four weeks from the date of your consultation, depending on the complexity of your plan and the timeliness of information provided. We understand that some clients have urgent needs and will make every effort to accommodate expedited timelines when circumstances require.
I already have a Will. Do I need to update it? +
Possibly. Your estate plan should be reviewed whenever you experience a significant life event — including marriage, divorce, the birth or adoption of a child, the death of a beneficiary or executor, a major change in your financial situation, or a move to a new state. We generally recommend reviewing your estate plan every three to five years even in the absence of major life changes, as tax laws and estate planning strategies evolve over time.
Is my estate plan private? +
A Will becomes a public document when it is admitted to probate, meaning anyone can access it. A Revocable Living Trust, by contrast, is a private document that does not go through probate and is never made part of the public record. If privacy is a concern for you, we will discuss trust-based planning options during your consultation.
Can I make my own estate planning documents online? +
Online document services can generate generic legal forms, but estate planning documents must comply with Pennsylvania's specific execution requirements — including proper witnessing and notarization — and must be tailored to your individual circumstances to be effective. A document that is improperly executed or fails to account for your specific family and financial situation may be invalid or may not achieve your goals. The cost of a defective estate plan can far exceed the cost of doing it right the first time.
How do I get started? +
Getting started is simple. Contact Adelphi Legacy Group, PLLC by phone at (215) 346-6722, by email at pwallace@adelphilegacy.org, or by completing the contact form on this page. We will schedule an initial consultation at a time that is convenient for you. There is no obligation — just an honest conversation about your goals and how we can help you achieve them.

Still have questions? We're here to help.

Get in Touch

Start the Conversation

One conversation tells you what you need and what it costs. Reach out and we will get it scheduled.

Contact Adelphi Legacy Group

5111 Wayne Avenue, Floor 1
Philadelphia, PA 19144

(215) 346-6722

pwallace@adelphilegacy.org

https://adelphilegacy.org

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM

Saturday: By Appointment

Sunday: Closed

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