Pennsylvania Estate Planning Forms

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

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

Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.

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

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

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

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.

Top Questions about Pennsylvania Estate Planning Forms

  • How do I file an estate in PA?

    Filing an estate in Pennsylvania involves several steps, beginning with determining whether you need to open an estate with the court. Generally, you will file the decedent's will and related documents in the Register of Wills office. Pennsylvania Estate Planning Forms provide clear instructions and the necessary templates to help you complete your filing accurately. This streamlines the process and ensures you fulfill all required legal obligations.

  • Can estate planning be done online?

    Yes, you can efficiently complete your estate planning online using Pennsylvania Estate Planning Forms. This approach allows you to create necessary documents such as wills and powers of attorney from the comfort of your own home. Our platform simplifies the process, offering user-friendly templates and guidance to navigate your estate planning needs. This flexibility makes it easier than ever to secure your family's future.

  • Do I have to file a PA inheritance tax return?

    Yes, in Pennsylvania, you must file an inheritance tax return if you inherit property from someone who has passed away. This applies regardless of the size of the estate. Pennsylvania Estate Planning Forms can help you understand the filing requirements and guide you through the process. Utilizing these forms ensures that you meet all legal obligations and deadlines.

  • What are the two key documents used to prepare an estate plan?

    Two essential documents in preparing an estate plan are a will and a power of attorney. A will outlines your wishes regarding the distribution of your assets after death, while a power of attorney authorizes someone to make decisions on your behalf when you're unable to do so. Utilizing Pennsylvania Estate Planning Forms can help you create these documents accurately and ensure your intentions are legally documented. This process empowers you to take control of your estate planning.

  • How much does an estate have to be worth to go to probate in Pennsylvania?

    In Pennsylvania, an estate typically must exceed $50,000 in value to require probate proceedings. This threshold applies to the total value of assets owned solely by the deceased. If your estate's value is below this amount, you might not need to go through the probate process, thus simplifying the distribution using Pennsylvania Estate Planning Forms. It's always beneficial to consult with a professional if you're uncertain about your specific situation.

  • How to do estate planning yourself?

    You can successfully handle estate planning yourself by starting with Pennsylvania Estate Planning Forms that simplify the process. Begin by gathering important documents, such as your assets and beneficiary details. Use these forms to draft essential documents, including a will and power of attorney. With careful attention to detail, you can create a solid estate plan without needing a lawyer.

  • Do it yourself estate planning?

    You can engage in do-it-yourself estate planning, but it's crucial to ensure your documents are legally valid and comprehensive. Using Pennsylvania Estate Planning Forms can simplify this process significantly by providing you with templates and instructions tailored to your state's laws. This way, you can confidently create a solid estate plan without the need for professional legal assistance.

  • Can an estate be settled without probate in Pennsylvania?

    Yes, an estate can often be settled without going through probate in Pennsylvania, depending on the value and type of the assets. For smaller estates or those with non-probate assets, alternatives like direct transfers can simplify the process. Pennsylvania Estate Planning Forms provide guidance on these options, helping you to navigate the necessary steps smoothly.

  • What are non-probate assets in Pennsylvania?

    Non-probate assets in Pennsylvania include items that transfer directly to beneficiaries outside of the probate process. Examples are bank accounts with designated beneficiaries, certain retirement accounts, and property held in trust. By using Pennsylvania Estate Planning Forms, you can list and manage non-probate assets effectively, which helps in reducing administrative burdens at your passing.

  • What assets are not subject to probate in Pennsylvania?

    In Pennsylvania, assets such as jointly held property, payable-on-death accounts, and revocable living trusts are not subject to probate. These types of assets directly pass to beneficiaries without court involvement. Utilizing Pennsylvania Estate Planning Forms ensures that you understand which assets are exempt, allowing you to plan appropriately.