Trust Administration Attorneys in Pennsylvania

44 trust administration firms in Pennsylvania, by county and firm type.

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

44 firms

FirmChambersburg, PA

Walker & Spang, LLC

Serves 1 county

Chambersburg firm on Lincoln Way East serving Franklin County. Handles probate and estate administration, including identifying heirs, locating and valuing assets, filing inheritance and estate income tax returns, paying debts, and distributing the estate, along with trust administration and Orphans' Court litigation including guardianships. Attorney David Spang also handles Medicaid planning, applications, hearings, and appeals.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 247 Lincoln Way EastChambersburg, PA 17201
Phone: (717) 262-2185

FirmBeaver, PA

West & Zuberbuhler, P.C.

Since 1993 · Serves 5 counties

Two-attorney firm founded in 1993, with offices in Beaver and Sewickley, serving Greater Pittsburgh, the Beaver Valley, and surrounding counties. Handles probate and estate administration from the petition and executor appointment through the inventory, inheritance tax return, and distribution, plus trust administration and will contests and family disputes over estates and trusts. All initial consultations are free, in person or virtual.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 401 Brkich Way, Suite 5Beaver, PA 15009
Phone: (724) 774-8448

Free consultationVirtual consultations

FirmCanonsburg, PA

Zacharia Brown & Bratkovich

Serves 4 counties

Estate planning and elder law firm based in Canonsburg (McMurray), with offices in Delmont and Cranberry Township, serving Pittsburgh and western Pennsylvania. Guides personal representatives and trustees through Pennsylvania probate and trust administration from the first filing to the final distribution, including the inheritance tax return and estate inventory. Also handles Medicaid and veterans pension eligibility, special needs planning, and guardianships, with social workers on staff.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office: 108 W McMurray RoadCanonsburg, PA 15317
Phone: (724) 942-6200

Solo PracticePhiladelphia, PA

The Law Office of Steven M. Zelinger, LLC

Serves 4 counties

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.

PracticesEstate PlanningTrust AdministrationProbateProbate LitigationBusiness Succession

Office: 1650 Market Street, Suite 3623Philadelphia, PA 19103
Phone: (267) 209-6103

Free consultation

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Forms for Planning and Settling an Estate in Pennsylvania

Free Pennsylvania forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

$12/month

Revocable Living Trust

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

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Free

Pour-Over Will

In Pennsylvania, a pour-over will needs no witnesses to be valid and moves anything left outside the trust into it through probate.

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All Pennsylvania forms

Tools for Planning and Settling an Estate in Pennsylvania

Free calculators and checklists for planning or settling an estate in Pennsylvania: will and trust costs, probate, executor pay, and inheritance taxes.

How Do I Settle a Trust?

Settling a trust in Pennsylvania happens outside court: the trustee acts under the state's Uniform Trust Code, notifies the beneficiaries within 30 days, 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) 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 days of appointment; creditors have 12 months 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 1040; a federal estate tax return (Form 706) is required only for estates above $15,000,000.

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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 death, and the gain on a later sale faces ordinary income tax at the state's regular rates.

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All Pennsylvania tools