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 →

Trust Administration 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

Media firm, serving Delaware County since 1964 with a second office in West Chester, whose estates department handles estate and trust administration, probate, inheritance tax and fiduciary income tax returns, accountings, and guardianships. Its estate litigators represent clients in will contests and other estate and trust disputes in the Orphans' Courts of Philadelphia, Delaware, Chester, and Montgomery counties. Also prepares wills, revocable trusts, and estate tax plans.

Since 1964Serves 4 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

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

Center City Philadelphia practice on Walnut Street that probates estates in Philadelphia, Montgomery, Bucks, Chester and Delaware counties. Steven J. Fromm assists executors, administrators, trustees and beneficiaries with probate procedures, court filings, and estate and income tax returns for decedents and their estates, alongside wills, trusts and business succession planning.

Solo PracticeServes 5 countiesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Center City Philadelphia solo practice covering probate through the Pennsylvania Register of Wills and, for cross-river estates, the New Jersey Surrogate. Advises personal representatives and successor trustees on asset collection and appraisal, estate accounting, distribution, and death-tax returns, scaling from full handling to hand-holding. Consultations are free.

Solo PracticeServes 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationBusiness Succession

All 15 Pennsylvania trust administration 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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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.

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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.

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.

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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.

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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.

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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.

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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.

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