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Overview Estate Law

Browse all Pennsylvania attorneys

Revocable Living Trust for Pennsylvania ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Pennsylvania Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pennsylvania Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Pennsylvania Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Pennsylvania Healthcare Power of AttorneyName someone to make medical decisions if you can't.Pennsylvania HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Pennsylvania Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Pennsylvania Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Pennsylvania Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Pennsylvania Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Pennsylvania Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Pennsylvania Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Pennsylvania Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Pennsylvania Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Pennsylvania Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

Pennsylvania Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Pennsylvania Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Pennsylvania Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Pennsylvania Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Pennsylvania Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Pennsylvania Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Pennsylvania Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Pennsylvania Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Pennsylvania Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Pennsylvania Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Pennsylvania Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Pennsylvania TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Pennsylvania Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Pennsylvania Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Pennsylvania Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Pennsylvania Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Pennsylvania Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Pennsylvania Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Pennsylvania What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Pennsylvania Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Pennsylvania Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Pennsylvania Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Pennsylvania Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Pennsylvania Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Pennsylvania Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Pennsylvania Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Pennsylvania Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Pennsylvania Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Pennsylvania Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Pennsylvania Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Pennsylvania Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Pennsylvania Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Pennsylvania Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Pennsylvania Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Pennsylvania Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Pennsylvania Residents Pennsylvania Last Will and Testament Pennsylvania Codicil to a Will Pennsylvania Pour-Over Will Pennsylvania Healthcare Power of Attorney Pennsylvania HIPAA Release Pennsylvania Financial Power of Attorney Transfer on Death Deed Lady Bird Deed Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Pennsylvania Petition for Probate and Letters Pennsylvania Notice to Creditors Pennsylvania Renunciation of Executor Pennsylvania Living Will Pennsylvania Affidavit of Heirship Pennsylvania Affidavit of Death Small Estate Affidavit Pennsylvania Estate Inventory Pennsylvania Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Pennsylvania Estate Planning Cost Calculator Pennsylvania Revocable Living Trust Cost Calculator Pennsylvania Will Cost Calculator Pennsylvania Life Insurance Calculator Pennsylvania Beneficiary Designation Checker Pennsylvania Name a Guardian Guide Pennsylvania Burial & Cremation Law Guide Pennsylvania Signing Requirements Checker Pennsylvania Document Portability Checker Pennsylvania Trust Need Assessment Pennsylvania Avoid Probate Guide Pennsylvania TOD Deed Assessment Pennsylvania Vehicle TOD Assessment Pennsylvania Trust or Will Decision Tool

Someone I love died

Pennsylvania Death Certificate Calculator Pennsylvania Probate Decision Tool Pennsylvania Joint Tenancy Survivorship Guide Pennsylvania Estate Settlement Plan Pennsylvania What to Do When Someone Dies Checklist

I'm an executor

Pennsylvania Probate Cost Calculator Pennsylvania Executor Fee Calculator Pennsylvania Self-File Probate Assessment Pennsylvania Letters Testamentary Guide Pennsylvania Creditor Claims Deadlines Pennsylvania Insolvent Estate Calculator Pennsylvania Unclaimed Property Claim Guide Pennsylvania Personal Property Value Estimator

I'm a trustee

Pennsylvania Trustee Compensation Calculator Pennsylvania Trust Settlement Plan

I'm inheriting

Pennsylvania Who Inherits Calculator Pennsylvania Estate & Inheritance Tax Calculator Pennsylvania Inheritance Tax Guide Pennsylvania Step-Up Basis Calculator Pennsylvania Post-Death Tax Filing Guide

Pennsylvania Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Financial Institutions→Pennsylvania

Estate Planning and Financial Institutions in Pennsylvania

The 41 regional and state-based institutions serving Pennsylvania: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

41 institutions serving Pennsylvania

American Heritage

Credit Union serving Pennsylvania and New Jersey

American Heritage

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Broadview FCU

Credit Union serving New York and Pennsylvania

Broadview FCU

Burke & Herbert Bank

Bank serving the Northeast and Southeast

Burke & Herbert Bank

Citadel

Credit Union serving the Northeast, Midwest, and more

Citadel

Citizens Bank

Bank serving the Northeast, Southeast, and more

Citizens Bank

Clearview FCU

Credit Union serving Pennsylvania

Clearview FCU

Community Bank

Bank serving the Northeast

Community Bank

Corning Credit Union

Credit Union serving the Northeast and Southeast

Corning Credit Union

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Customers Bank

Bank serving the Northeast, West, and more

Customers Bank

Del-One

Credit Union serving Delaware, Maryland and Pennsylvania

Del-One

Dollar Bank

Bank serving the Northeast, Midwest, and more

Dollar Bank

Erie Insurance

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

First Commonwealth

Bank serving Pennsylvania and Ohio

First Commonwealth

First National Bank

Bank serving the Southeast, Northeast, and more

First National Bank

Fulton Bank

Bank serving the Northeast and Southeast

Fulton Bank

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

KeyBank

Bank serving the West, Northeast, and more

KeyBank

M&T Bank

Bank serving the Northeast and Southeast

M&T Bank

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Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
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