Pennsylvania Estate Planning Forms - Estate Planning In Pennsylvania

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Pennsylvania Personal Planning Package - Last Will, POA, Living Will, etc. Pennsylvania Wills Online

Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.

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Personal Planning Package

Personal Planning Package

Get this package and save over 60% off of the forms ordered individually. Last Will, Power of Attorney and More!
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Pennsylvania Living Trust Package Pennsylvania Estate Planning Attorneys

This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.

Pennsylvania Last Will Pennsylvania Estate Planning Law

If you only need a Will, please use the Pennsylvania Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons

Estate Planning Pennsylvania Living Trust

What is estate planning? 

The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..

What type of estate planning do I need? 

Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.


Pennsylvania (PA) Power of Attorney Documents

In Pennsylvania, a Power of Attorney document is a legal tool that allows someone to name another person to make decisions on their behalf. This can be useful in situations where a person is unable to make decisions on their own due to illness or other reasons. The person who is named in the Power of Attorney document is called the agent or attorney-in-fact. The agent has the authority to handle various matters, such as managing finances, signing legal documents, or making healthcare decisions. It's important to carefully choose a trustworthy person as your agent and clearly define their powers and responsibilities in the document to ensure your wishes are respected.


Pennsylvania Real Estate Power of Attorney

A Pennsylvania Real Estate Power of Attorney is a legal document that allows someone, referred to as the principal, to appoint another person, known as the agent, to make real estate decisions on the principal's behalf. This document is valid and recognized in the state of Pennsylvania. It gives the agent the authority to buy, sell, lease, or manage the principal's real estate properties. The principal can specify the scope of the agent's powers and whether it is effective immediately or only when the principal becomes unable to handle the real estate affairs themselves due to illness or absence. It is important for both parties to understand the responsibilities and obligations involved in this arrangement.


Pennsylvania Motor Vehicle Power of Attorney

In Pennsylvania, a Motor Vehicle Power of Attorney is a legal document that allows a person to give another person the authority to handle certain motor vehicle related tasks on their behalf. This document is used when the vehicle owner is unable to personally handle these tasks, such as selling the vehicle, transferring the title, or registering the vehicle. The person chosen as the agent should be someone trustworthy and responsible. It is important to note that the power of attorney is only valid for motor vehicle matters and does not grant the agent any authority over other aspects of the individual's life.


How to Get Power of Attorney in Pennsylvania

Getting power of attorney in Pennsylvania is a straightforward process that allows you to appoint someone you trust to make important decisions on your behalf. To start, you need to select a person to act as your agent, who will handle your affairs and make decisions that align with your wishes. Then, you must complete a power of attorney document, which can be obtained from an attorney or online. This document should accurately reflect your intentions and be signed in the presence of a notary public. Finally, it is essential to keep a copy of the signed power of attorney for your records and share a copy with your agent and other relevant parties who may need to refer to it. Remember, by having a power of attorney in place, you can ensure that your affairs will be managed by someone you trust, providing peace of mind and security.


Pennsylvania POA Requirements

Pennsylvania has specific requirements for establishing a power of attorney (POA). In order to create a POA, the person appointing the agent (also known as the principal) must be at least 18 years old and mentally capable of understanding the powers they are granting. The agent should also be at least 18 years old and willing to accept the responsibilities of making decisions on behalf of the principal. It is important for the principal to appoint a trustworthy and reliable agent, as they will have legal authority to manage their financial affairs or make healthcare decisions if the principal becomes incapacitated. Additionally, Pennsylvania law requires that a POA document be signed and notarized to make it legally binding. Following these requirements ensures that the POA is valid and provides a clear framework for decision-making in Pennsylvania.