Pennsylvania Estate Planning Resources
In-depth guides covering Pennsylvania probate laws, trust requirements, and estate planning strategies.
In-depth guides covering Pennsylvania probate laws, trust requirements, and estate planning strategies.
Free Pennsylvania pour-over will form. Directs assets into your trust at death, avoiding probate. 0 witnesses required. PDF download.
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Enter your information to identify yourself as the testator (person making the will).
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A pour-over will directs any assets not already in your revocable living trust to transfer into the trust at death. It catches property you forgot to retitle, assets acquired after the trust was created, and personal belongings. In Pennsylvania, these pour-over assets go through probate before reaching the trust — but they still follow the trust's distribution plan rather than state intestacy law.
No — assets transferred through a pour-over will go through Pennsylvania probate, which typically takes 6-9 months. Assets already titled in the trust at death bypass probate entirely. If the pour-over assets total less than $50,000, Pennsylvania's simplified procedure may apply — a faster path. Use the probate need checker to see what may require probate.
Pennsylvania does not require witnesses for a will to be valid — the testator's signature alone is sufficient.20 Pa.C.S. § 2502Verified Jul 15, 2026 A pour-over will follows the same execution rules as any other Pennsylvania will. See all Pennsylvania signing requirements.
This form includes fields for alternate beneficiaries. If the trust doesn't exist, has been revoked, or is found invalid at death, assets go to your named alternates instead of Pennsylvania intestacy distribution. This is an important safeguard — it ensures your assets have a destination regardless of what happens to the trust.
The successor trustee must publish notice to Pennsylvania creditors, after which a claim is barred in 13 months.20 Pa.C.S. § 7755(c)(1)(ii) imposes an affirmative conditional duty — the trustee "Shall advertise" if the PR has not advertised the grant of letters within 90 days after the settlor's death (§ 7755(c)(1)(i) separately permits the trustee to advertise "at any time"). Distribution is free of creditor liability under § 7755(e) unless the claim is known to the trustee within 13 months after the first complete advertisement of the grant of letters to the PR, or within 1 year (12 mo) after the trustee's own first complete advertisement if no PR is appointed. Real-property claims under § 7755(f) require written notice filed with the clerk within 1 year of death and expire 5 years after death. Verified 2026-06-19.Verified Jul 15, 2026 Either way, trust assets reach beneficiaries without court involvement. Pour-over assets, by contrast, go through probate, which typically takes 6-9 months. Funding your trust during your lifetime saves your family time, cost, and privacy.
Yes. You can create a new pour-over will at any time — a new will revokes prior versions when it includes revocation language (our form includes this). Any new version must meet Pennsylvania's execution requirements. Most families update their pour-over will whenever they update their trust.
Yes. A pour-over will only directs assets into a trust you've already created — without one, it's just a regular will. If you don't have a trust yet, you can set one up and pair it with this pour-over will as a safety net.
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