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Pennsylvania estate planning
Home→States→Pennsylvania

Pennsylvania Estate Planning: Free Forms & Calculators

The Keystone State

Access FREE Pennsylvania estate planning forms with state-specific requirements. Download Last Will and Testament, Financial Power of Attorney, and Healthcare Proxy forms plus explore probate cost calculators.

What Makes Pennsylvania Different

Like all states, Pennsylvania recognizes formally executed wills and living trusts as valid estate planning tools. Unusually, Pennsylvania does not require witnesses for a will to be valid—only a written document signed by the testator at the end, and adding a notarized self-proving affidavit can streamline the probate process later.

Financial powers of attorney here require both two witnesses and a notary, making Pennsylvania one of the stricter states for these documents. Plan to execute yours at a bank or attorney's office where you can satisfy all requirements at once.

If you die without a will in Pennsylvania, your heirs must survive you by at least 5 days to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident. The amount a surviving spouse inherits without a will depends on whether your parents are still alive. If they are, your spouse may have to share the estate with them—a result that surprises many people and underscores why having a will matters.

Unlike states with formal independent administration statutes (such as California and Texas), Pennsylvania doesn't offer a simplified procedure for executors to petition for reduced court oversight. However, executors typically have statutory authority to manage routine estate matters. For families looking to avoid probate court involvement entirely, a revocable living trust remains the most reliable option.

Find Your County's Probate Court

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Each county in Pennsylvania handles probate matters through its local court system. Click on any county to view specific court contact information, judges, filing procedures, and local requirements.

Pennsylvania Estate Law

Probate costs, will requirements, trust laws, and more. Compare with other states.

Explore

Pennsylvania Estate Planning Forms

Pick what's right for you. Free for Pennsylvania.

$12/month

Revocable Living Trust

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

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Last Will and Testament

Name your heirs, guardians, and final wishes. Free for every state.

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Free

Pour-Over Will

Catch anything outside your trust. Pairs with your revocable trust.

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Free

Healthcare Power of Attorney

Name someone to make medical decisions if you can't.

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Free

Financial Power of Attorney

Name someone to manage your finances if you can't.

Get Started

Pennsylvania Tools & Calculators

Run the numbers for Pennsylvania for free.

How Much Does Probate Cost in Pennsylvania?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

Use Calculator

How Much Can an Executor Charge in Pennsylvania?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

Use Calculator

Who Inherits Without a Will in Pennsylvania?

Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.

Use Calculator

What's Fair Trustee Compensation in Pennsylvania?

Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.

Use Calculator

How Much Are Estate & Inheritance Taxes in Pennsylvania?

Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.

Use Calculator

How Many Death Certificates Do I Need in Pennsylvania?

Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.

Use Calculator

Do I Need Probate in Pennsylvania?

Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.

Check Now

What Does Estate Planning Actually Cost in Pennsylvania?

See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.

Compare Costs

How Much Does a Revocable Living Trust Cost in Pennsylvania?

Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.

Compare Costs

How Much Does a Will Cost in Pennsylvania?

Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.

Compare Costs

How Much Life Insurance Do I Need in Pennsylvania?

Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.

Use Calculator

I'm Inheriting - What Should I Expect in Pennsylvania?

Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.

Learn More

Are My Beneficiary Designations Protected in Pennsylvania?

See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.

Check Now

What Are the Estate Laws in My State in Pennsylvania?

Understand your state's estate planning landscape. See will execution requirements, probate procedures, trust administration rules, and what happens if you die without a plan.

Check Your State

How Do Trust Laws Differ Between States in Pennsylvania?

See side-by-side differences in trust execution requirements, remote notarization, transfer-on-death deeds, and administration rules. Calculate settlement costs for each state.

Compare States

How Do I Sign Estate Documents in Pennsylvania?

Understand what you need to execute your estate planning documents. Check witness requirements, notarization rules, and whether you can sign remotely via video call (RON).

Check Requirements

Will My Estate Documents Transfer in Pennsylvania?

Moving states? Find out if your will, trust, healthcare proxy, or power of attorney will be recognized in your new state. See the legal basis for interstate recognition and any potential issues.

Check Portability

Do I Need a Revocable Trust in Pennsylvania?

Answer questions about your estate size, real estate, family situation, and privacy preferences to see how a revocable trust compares to a will alone.

Take the Quiz

Can I Self-File Probate in Pennsylvania?

Get a score-based recommendation on whether self-filing probate is right for your situation. See estimated savings vs. hiring an attorney and get a step-by-step checklist.

Check Now

Do I Need a Trust or Will in Pennsylvania?

Compare trusts vs wills for your specific situation. See probate costs, trust administration expenses, and whether your estate qualifies for simplified procedures based on your state and estate value.

Compare Options

How Do I Settle an Estate in Pennsylvania?

Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.

Get Checklist

What Are My Duties as Trustee in Pennsylvania?

Step-by-step guide for successor trustees administering a trust. Understand your duties, notification deadlines, and asset management responsibilities.

Get Checklist

What Are My Duties as Executor in Pennsylvania?

Complete guide for executors and personal representatives navigating probate. Court filings, creditor claims, and distribution timelines.

Get Checklist

Pennsylvania Estate Attorneys

Find estate planning attorneys in Pennsylvania by practice area.

Pennsylvania Estate Planning Attorneys

43 firms

Pennsylvania Trust Administration Attorneys

15 firms

Pennsylvania Probate Litigation Attorneys

2 firms

Pennsylvania Elder Law Attorneys

24 firms

Pennsylvania Tax Planning Attorneys

4 firms

Pennsylvania Guardianship Attorneys

6 firms

Pennsylvania Special Needs Planning Attorneys

9 firms

Pennsylvania Asset Protection Attorneys

5 firms

Financial Institutions in Pennsylvania

Banks, brokerages, and credit unions serving Pennsylvania.

American Heritage

American Heritage logo

Credit Union serving Pennsylvania and New Jersey

American Heritage

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bayer Heritage

Bayer Heritage logo

Credit Union serving the Southeast, Midwest, and more

Bayer Heritage

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Customers Bank

C

Bank serving the Northeast, Southeast, and more

Customers Bank

Del-One

Del-One logo

Credit Union serving Delaware, Maryland and Pennsylvania

Del-One

Dollar Bank

Dollar Bank logo

Bank serving Pennsylvania, Ohio and Virginia

Dollar Bank

First National Bank

First National Bank logo

Bank serving the Southeast, Northeast, and more

First National Bank

Fulton Bank

Fulton Bank logo

Bank serving the Northeast and Southeast

Fulton Bank

Huntington

Huntington logo

Bank serving the Southeast, Midwest, and more

Huntington

KeyBank

KeyBank logo

Bank serving the West, Northeast, and more

KeyBank

M&T Bank

M&T Bank logo

Bank serving the Northeast and Southeast

M&T Bank

NBT Bank

N

Bank serving the Northeast

NBT Bank

Northern Trust

Northern Trust logo

Bank serving the Northeast, Midwest, and more

Northern Trust

Northwest

N

Bank serving the Northeast and Midwest

Northwest

OceanFirst

OceanFirst logo

Bank serving New Jersey, New York and Pennsylvania

OceanFirst

Pennsylvania Estate Planning Articles

Understand Pennsylvania's unique inheritance tax system, probate procedures, and estate planning requirements through educational articles.

Cost of Probate in Pennsylvania: What Families Pay

Cost of Probate in Pennsylvania: What Families Pay

Pennsylvania probate costs 2-6% of estate value, with attorney fees.
Estate Planning
SimplyTrustSimplyTrust EditorialFebruary 25, 2026
Comparing Revocable Trusts in Pennsylvania Versus Nevada

Comparing Revocable Trusts in Pennsylvania Versus Nevada

Discover key differences between revocable trusts in Pennsylvania versus Nevada to optimize your estate planning strategy effectively.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 6, 2025
Pennsylvania Inheritance Tax: What To Know

Pennsylvania Inheritance Tax: What To Know

Learn about inheritance tax in Pennsylvania, including who has to pay, the applicable tax rates, filing deadlines, and discounts.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 6, 2025
A Short History of Estate Tax in Pennsylvania

A Short History of Estate Tax in Pennsylvania

Is there an estate tax in Pennsylvania? No. So, what does that mean for folks who live in or own property in Pennsylvania. Here’s an overview.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 6, 2025

Pennsylvania Estate Planning News

Track Pennsylvania estate planning updates including inheritance tax changes, probate reforms, and new state legislation affecting families.

Recent Developments in Estate and Trust Law You Should Know

Recent Developments in Estate and Trust Law You Should Know

Stay informed about recent changes in estate planning laws and how they affect your family’s financial future.
News
SimplyTrustSimplyTrust EditorialFebruary 27, 2026
Cordell & Cordell Expands Estate Planning Across Nine States

Cordell & Cordell Expands Estate Planning Across Nine States

Discover how Cordell & Cordell’s expansion aids estate planning for families across nine U.S. states!
News
SimplyTrustSimplyTrust EditorialFebruary 5, 2026
Navigating the Great Wealth Transfer: Inheritance Tax Update

Navigating the Great Wealth Transfer: Inheritance Tax Update

Explore the latest updates on inheritance tax as the great wealth transfer unfolds. Are you prepared for the implications?
News
SimplyTrustSimplyTrust EditorialJanuary 30, 2026
Retire Tax-Free: States That Protect Your Retirement Income

Retire Tax-Free: States That Protect Your Retirement Income

Discover which states allow retirees to keep more of their income by exempting taxes on retirement income.
News
SimplyTrustSimplyTrust EditorialNovember 11, 2025
New Estate Tax Changes: What You Need to Know Now

New Estate Tax Changes: What You Need to Know Now

Recent federal law changes significantly impact estate planning strategies. Discover how the new exemptions can benefit you.
News
SimplyTrustSimplyTrust EditorialAugust 14, 2025
New Estate Tax Provisions: What You Need to Know

New Estate Tax Provisions: What You Need to Know

Discover how new estate tax laws can benefit your planning.
News
SimplyTrustSimplyTrust EditorialAugust 14, 2025