Probate in Montgomery County

Probate Court Record

Montgomery County Orphans' Court

Montgomery County

Hours

Monday-Friday 8:30 AM-4:15 PM

Office

One Montgomery Plaza, 425 Swede Street, 4th Floor, Norristown, PA 19401

E-filing

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in Montgomery County →

Verified October 16, 2026 · Source

Do I need a lawyer for probate in Montgomery County? →Settling an estate in Montgomery County →

Elder Law Firms Serving Montgomery County

Doylestown firm, founded in 1992, whose Estates & Trusts Group represents clients in Bucks and Montgomery counties and the Greater Philadelphia area. Administers and probates estates and trusts of all sizes for individual executors, administrators and trustees, keeps fiduciary accountings, and prepares federal and state estate and inheritance tax returns and fiduciary income tax returns. Handles Orphans' Court will, trust and inheritance disputes and guardianship proceedings for adult incapacitated persons.

Since 1992Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+7

Reading firm on Liggett Avenue serving Berks County and the neighboring Schuylkill, Montgomery, Lancaster, Chester, and Lebanon counties. Handles Pennsylvania probate and estate administration, from inventorying assets and the required beneficiary notices to the inheritance tax return, and supports named trustees administering a trust. Its elder-law and life-care practice covers Medicaid planning and asset protection; the free consultation follows one of the firm's webinars.

Serves 6 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawAsset Protection+2

Eagle Road firm in Wayne, with a West Chester office by appointment, serving families in Chester, Delaware and Montgomery counties. Guides personal representatives from letters at the Register of Wills through asset gathering, notice to heirs, creditor advertising, debts and final accounting, and prepares the Pennsylvania inheritance tax return (REV-1500) and federal estate tax return (Form 706) in house. Also handles trust administration, guardianships and contested guardianships, special needs trusts and long-term care planning.

Serves 3 countiesEstate PlanningTrust AdministrationProbateElder LawTax Planning+2

Lancaster firm on East King Street whose Trusts & Estates Practice Group works across south-central and southeastern Pennsylvania, with main offices in Gettysburg, Hanover, Camp Hill, Lebanon, Malvern, Wyomissing, Schuylkill Haven and York. Guides personal representatives through estate administration and assists trustees, guardians and agents under powers of attorney with their fiduciary duties. Trust and estate litigators handle will contests, surcharge actions and contested guardianship proceedings.

Serves 8 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

Harrisburg firm on North Front Street, with offices in Trevose and Sunbury and more than 50 years of service across Pennsylvania. Its estates and trusts attorneys guide executors and beneficiaries through probate proceedings, trust administration and contested estate matters. Also handles guardianships, special needs trusts, and elder law and Medicaid long-term care planning.

Serves 6 countiesEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

Harrisburg firm on Linglestown Road, opened in 2005, with a second office in Newport, representing executors, trustees, guardians, and beneficiaries across Pennsylvania. Probates wills for in-state and out-of-state executors, handles ancillary probate, trust administration, and estate tax returns, and litigates will contests, claims against fiduciaries, and demands for accounting or removal of trustees and executors.

Since 2005Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

All 7 Pennsylvania elder law firms serving Montgomery County →

Forms for Planning and Settling an Estate in Pennsylvania

Free Pennsylvania forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Pennsylvania.

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Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Healthcare Power of Attorney

Pennsylvania requires 220 Pa.C.S. § 5471 (combined example); § 5465 (HC agent form); § 5447 (living will form)Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not required20 Pa.C.S. § 5471 (combined example); § 5465 (HC agent form); § 5447 (living will form)Verified Oct 15, 2026View source.

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Free

Financial Power of Attorney

Pennsylvania treats a power of attorney as durable by default20 Pa.C.S. § 5601Verified Sep 20, 2026View source, and it is signed before 220 Pa.C.S. § 5601Verified Oct 21, 2026View source witnesses and a notary.

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Last Will and Testament

In Pennsylvania, a will needs no witnesses to be valid20 Pa.C.S. § 2502Verified Oct 19, 2026View source, and a self-proving affidavit signed with it lets the court admit it without witness testimony20 Pa.C.S. § 2502Verified Oct 19, 2026View source.

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Tools for Planning and Settling an Estate in Pennsylvania

Free calculators and checklists to plan or settle an estate in Pennsylvania: will and trust costs, probate, executor pay and taxes. Run each tool.

What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Pennsylvania runs $3,830Estimate: 10 hours at $383, Clio's Pennsylvania Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $5,745Estimate: 15 hours at $383, Clio's Pennsylvania Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,014Estimate: 3 hours at $338, Clio's Pennsylvania Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,028Estimate: 6 hours at $338, Clio's Pennsylvania Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.

Calculate Costs

How Much Life Insurance Do I Need?

In Pennsylvania, four years at a public university cost about $114,932NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is near the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; an inheritance tax falls on beneficiaries72 P.S. § 9116Verified Sep 15, 2026View source by relationship.

Calculate the Amount

What Are the Estate Laws in My State?

Probate on a $500,000 estate in Pennsylvania costs an estimated $26,087In re Trust Estate of LaRocca, 431 Pa. 542, 246 A.2d 337 (1968); In re Estate of Preston, 560 A.2d 160, 165 (Pa. Super. 1989); Estate of Andrews, 2026 PA Super 168 (no statutory fee schedule)Verified Sep 8, 2026View source and takes 6 months to 9 months for a simple estate, with attorney fees of typically 1.9%Modeled estimate under In re Trust Estate of LaRocca, 431 Pa. 542, 246 A.2d 337 (1968); In re Estate of Preston, 560 A.2d 160, 165 (Pa. Super. 1989); Estate of Andrews, 2026 PA Super 168 (no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 3%Modeled estimate under In re Trust Estate of LaRocca, 431 Pa. 542, 246 A.2d 337 (1968); In re Estate of Preston, 560 A.2d 160, 165 (Pa. Super. 1989); Estate of Andrews, 2026 PA Super 168 (no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate. Estates under $50,00020 Pa.C.S. § 3102Verified Sep 8, 2026View source can use a small-estate procedure instead.

Check the Rules

Do I Need a Revocable Trust?

Probate in Pennsylvania takes 6 months to 9 months for a simple estate and charges attorney fees of typically 1.9%Modeled estimate under In re Trust Estate of LaRocca, 431 Pa. 542, 246 A.2d 337 (1968); In re Estate of Preston, 560 A.2d 160, 165 (Pa. Super. 1989); Estate of Andrews, 2026 PA Super 168 (no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 3%Modeled estimate under In re Trust Estate of LaRocca, 431 Pa. 542, 246 A.2d 337 (1968); In re Estate of Preston, 560 A.2d 160, 165 (Pa. Super. 1989); Estate of Andrews, 2026 PA Super 168 (no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate; assets held in a revocable trust skip both.

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Are My Beneficiary Designations Protected?

Pennsylvania automatically revokes an ex-spouse as beneficiary at divorce20 Pa.C.S. § 6111.2; 20 Pa.C.S. § 6111.1Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.

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