Willow Street is in Lancaster County.

More Trust Administration Firms in Lancaster County

Lemoyne firm at 301 Market Street, where its practice opened in 1914, with offices in Wyomissing, Lancaster and Lewistown serving Cumberland, Dauphin, Lancaster, Berks and Mifflin Counties. Guides executors and administrators through estate administration, from cataloging assets to paying debts, filing tax returns and distributing to beneficiaries, administers trusts and guardianships, and litigates estate and trust disputes between beneficiaries and trustees.

Since 1914Serves 8 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

Harrisburg-based firm on Pine Street with Pennsylvania offices in Lancaster, York, Reading, State College, Pittsburgh, Plymouth Meeting and Radnor. Guides executors and trustees through estate and trust administration, including gathering assets, paying debts, inheritance, estate and income tax returns, fiduciary accountings and Orphans' Court petitions. Its fiduciary litigators handle surcharge actions, objections to accounts, elective share claims and guardianship proceedings in the Orphans' Court.

Serves 8 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

Lancaster firm on Rohrerstown Road that limits its practice to estate, trust and tax law, with over 90 years of combined attorney experience; it administers estates across Pennsylvania, including those with assets in Maryland. Identifies and values estate assets, handles the income and death taxes, distributes to those entitled and prepares family and nonjudicial settlement agreements, and supports trustees in administering trusts. Attorneys John W. Metzger and Patti S. Spencer; Ms. Spencer is a fellow of the American College of Trust and Estate Counsel.

Serves 1 countyEstate PlanningTrust AdministrationProbateProbate LitigationTax Planning+2

Lemoyne office of a south-central Pennsylvania and northern Maryland firm, serving Cumberland County, with further Pennsylvania offices in Carlisle, Shippensburg, Chambersburg, Waynesboro, Gettysburg, Hanover, York, Lebanon, and Lancaster. Handles probate and estate administration for families after a death, trust administration and trustee guidance, and estate planning with wills, revocable and irrevocable trusts, and Medicaid planning.

Serves 6 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

All 4 trust administration firms in Lancaster County →

Probate in Lancaster County

Probate Court Record

Lancaster County Orphans' Court

Lancaster County

Hours

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

Office

Lancaster County Courthouse, 50 North Duke Street, 2nd Floor, Lancaster, PA 17602

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in Lancaster County →

Verified October 16, 2026 · Source

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