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Serious Diagnosis
A serious diagnosis changes priorities. Healthcare proxies, financial powers of attorney, and the documents that ensure your wishes are honored.
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Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
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Marriage
What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.
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New Baby or Adoption
Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.
Learn moreForms for Planning Your Estate in Pennsylvania
Free forms for planning your estate in Pennsylvania: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Pennsylvania.
Healthcare Power of Attorney
Pennsylvania requires 220 Pa.C.S. § 5471 (combined example); § 5465 (HC agent form); § 5447 (living will form)Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not required.
HIPAA Release
In Pennsylvania, a HIPAA release names who may receive your records and, as the state requires, names HIV/AIDS-related information35 P.S. § 7607 (Confidentiality of HIV-Related Information Act, Section 7)Verified Jun 19, 2026View source expressly before a provider releases it.
Financial Power of Attorney
Pennsylvania treats a power of attorney as durable by default20 Pa.C.S. § 5601Verified Sep 20, 2026View source, and it is signed before 2 witnesses and a notary.
Last Will and Testament
In Pennsylvania, a will needs no witnesses to be valid20 Pa.C.S. § 2502Verified Oct 19, 2026View source, and a self-proving affidavit signed with it lets the court admit it without witness testimony.
Codicil to a Will
In Pennsylvania, a codicil needs no witnesses to be valid20 Pa.C.S. § 2502Verified Oct 19, 2026View source, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimony20 Pa.C.S. § 3132.1; § 102Verified Oct 25, 2026View source.
Tools for Planning Your Estate in Pennsylvania
Free tools for planning your estate in Pennsylvania: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Pennsylvania.
Do I Need a TOD Deed?
Pennsylvania does not authorize transfer on death deeds; sole-name real property goes through probate, at least 6 months for a simple estate, unless held in a trust or with a right of survivorship.
Do I Need a Vehicle TOD?
Pennsylvania does not offer a transfer-on-death designation on a vehicle title; a vehicle passes by will, trust, joint title, or probate.
How Much Is the Federal Gift Tax?
Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.
What Does Estate Planning Actually Cost?
An attorney-prepared revocable trust in Pennsylvania runs $3,830Estimate: 10 hours at $383, Clio's Pennsylvania Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $5,745Estimate: 15 hours at $383, Clio's Pennsylvania Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,014Estimate: 3 hours at $338, Clio's Pennsylvania Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,028Estimate: 6 hours at $338, Clio's Pennsylvania Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
How Much Life Insurance Do I Need?
In Pennsylvania, four years at a public university cost about $114,932NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is near the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; an inheritance tax falls on beneficiaries72 P.S. § 9116Verified Sep 15, 2026View source by relationship.
Are My Beneficiary Designations Protected?
Pennsylvania automatically revokes an ex-spouse as beneficiary at divorce20 Pa.C.S. § 6111.2; 20 Pa.C.S. § 6111.1Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
How Do I Sign Estate Documents?
In Pennsylvania, a will is signed with no witnesses20 Pa.C.S. § 2502Verified Oct 19, 2026View source, and notarization is not required.
Will My Estate Documents Transfer?
Pennsylvania has no statute recognizing a will by the law of the place where it was signed20 Pa.C.S. § 2504.1Verified Oct 19, 2026View source, so a will used here is tested against its own rule: 020 Pa.C.S. § 2502Verified Oct 19, 2026View source witnesses, and notarization is not required.
Pennsylvania Estate Planning Resources
In-depth guides covering Pennsylvania probate laws, trust requirements, and estate planning strategies.
