Pennsylvania Last Will and Testament Package

Category:
State:
Pennsylvania
Control #:
PA-P080-PKG
Format:
Word; 
Rich Text; 
PDF
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About this form package

The Pennsylvania Last Will and Testament Package is a comprehensive set of legal forms designed to help you create a valid last will and testament tailored to your unique needs. This package stands out by not only providing a customizable will but also including essential estate planning tools such as questionnaires and inventory forms, all prepared by licensed attorneys. Additionally, you receive a free completed sample of your chosen will, illustrating how to properly fill out the documents.

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  • Preview Pennsylvania Last Will and Testament Package
  • Preview Pennsylvania Last Will and Testament Package
  • Preview Pennsylvania Last Will and Testament Package

When to use this form package

This form package is essential when you need to plan for the distribution of your assets after your death. You should consider using it in the following scenarios:

  • You want to ensure your estate is distributed according to your wishes.
  • You have dependents and want to designate guardians for them.
  • You’re making significant life changes, such as marriage, divorce, or having children.
  • You want to outline your healthcare wishes and financial decisions if you become incapacitated.

Who can use this document

  • Individuals who have assets they wish to bequeath after their passing.
  • Parents who want to establish guardianship for their children.
  • Residents of Pennsylvania seeking state-specific legal guidance.
  • Anyone who wants to be proactive about their estate planning needs.

Completing these forms step by step

  • Review all included forms and identify the ones applicable to your situation.
  • Complete the Estate Planning Questionnaire to assist in preparing your will.
  • Fill out the Personal Planning Information and Document Inventory Worksheets as needed.
  • Select the type of Will you require—options include those for married, divorced, or single individuals.
  • Ensure all fields are properly filled out and reviewed for accuracy.
  • Print and sign your documents according to Pennsylvania's legal requirements.

Do documents in this package require notarization?

Some forms in this package need notarization to be legally binding. Our online notarization service, powered by Notarize, lets you verify and sign documents remotely through an encrypted video session, available 24/7.

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Form selector

Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

Form selector

Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

Form selector

Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

Form selector

If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

Form selector

We protect your documents and personal data by following strict security and privacy standards.

Typical mistakes to avoid

  • Failing to update your will after significant life events.
  • Not signing the will correctly as required by state law.
  • Forgetting to include specific bequests or guardianship details.
  • Neglecting to store the will in a safe yet accessible location.

Benefits of completing this package online

  • Convenient access to forms allows for easy downloading and completion.
  • Editable forms enable you to customize your will according to your needs.
  • Reliable resources crafted by licensed attorneys ensure legal integrity.
  • Free sample provides guidance on how to fill out your specific will form.

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FAQ

No, in Pennsylvania, you do not need to notarize your will to make it legal. However, you must go to a notary to make your will self-proving, see above.

Identify beneficiaries. One of the main purposes of a last will is distributing your assets to certain people upon your death. Perform an inventory of property. Decide who gets what. Designate a personal representative. Draft the final will.

Bank accounts. Brokerage or investment accounts. Retirement accounts and pension plans. A life insurance policy.

A valid will in Pennsylvania must be in writing, either typed or handwritten. Pennsylvania only accepts oral wills in very narrow circumstances. In all cases, the testator, or person drafting the document, must also sign it.

A person's last will and testament outlines what to do with possessions, whether the deceased will leave them to another person, a group or donate them to charity, and what happens to other things that they are responsible for, such as custody of dependents and management of accounts and financial interests.

Generally, probating a will costs between $200 $1,000 depending on the size of the estate. Although probate is generally easier in Pennsylvania compared to other states, an Executor still has legal obligations and a fiduciary duty to beneficiaries of the estate.

No, in Pennsylvania, you do not need to notarize your will to make it legal. However, you must go to a notary to make your will self-proving, see above.

In Pennsylvania, you must be at least 18 years of age and sound mind to make a will. Your will must be in writing and signed at the end by the testator.Pennsylvania does accept self-proved wills. Such a will includes a separate page which is notarized and signed by the testator and witnesses.

In Pennsylvania, the law requires that the testator be at least 18 years old and of sound mind (mentally competent). In addition, the testator must declare that the will is his or hers in front of two witnesses -- and these witnesses must then sign the will in front of the testator.

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Pennsylvania Last Will and Testament Package