Estate-law boutique with its main office on Delancey Place in Philadelphia's Rittenhouse Square and meeting locations in Glenside, Doylestown and King of Prussia, serving Philadelphia and the Montgomery, Chester, Delaware, Bucks, Berks, Lehigh and Lancaster County areas as well as New Jersey. Helps executors and administrators probate and settle estates, administers trusts and guardianships, and litigates will contests and trust, probate and guardianship disputes; the firm has focused only on estate law for more than two decades and offers a free consultation.
Probate in Berks County
Probate Court Record
Berks County Orphans' Court
Berks County
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How to file probate in Berks County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Berks County? →Settling an estate in Berks County →
Trust Administration Firms Serving Berks County
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.
All 6 Pennsylvania trust administration firms serving Berks 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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
Pour-Over Will
In Pennsylvania, a pour-over will needs no witnesses to be valid20 Pa.C.S. § 2502Verified Oct 19, 2026View source and moves anything left outside the trust into it through probate.
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.
How Do I Settle a Trust?
Settling a trust in Pennsylvania happens outside court: the trustee acts under the state's Uniform Trust Code20 Pa.C.S. § 7701 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 30 days20 Pa.C.S. § 7780.3Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.
What's Fair Trustee Compensation?
In Pennsylvania, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)20 Pa.C.S. § 7768Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
How Do I Settle an Estate?
Settling an estate in Pennsylvania: the personal representative files the estate inventory within 270 days20 Pa.C.S. §§ 3301-3303Verified Sep 15, 2026View source of appointment; creditors have 12 months20 Pa.C.S. §§ 3162, 3381-3392, 3532Verified Oct 19, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
Do I Have to File Tax Returns for Someone Who Died?
Pennsylvania requires a final state income tax return for the decedent alongside the federal Form 104072 P.S. § 7302Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
How Does Step-Up in Basis Work?
Inherited assets in Pennsylvania take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular rates72 P.S. § 7302 (Tax Reform Code of 1971, Article III) — flat 3.07% individual rateVerified Sep 15, 2026View source.
