Keystone State Estate Planning

Smart, simple planning for Pennsylvania residents. protect what you've built.

🔒Secure. Private. Legally structured.
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Pennsylvania Estate Planning Rules

Creating a will in Pennsylvania comes with specific requirements. While My Last Word handles the heavy lifting, it's important to understand the local laws that protect your legacy.

Witness Requirements

Two witnesses (generally recommended, though not strictly required if signed by testator, but needed for probate)

Probate Threshold

Estates under $50,000 may qualify for simplified procedures.

Specific Laws You Should Know

Inheritance Tax

Unlike many states, Pennsylvania DOES impose an Inheritance Tax on assets left to children (4.5%), siblings (12%), and others (15%). Spouses are exempt. Planning is critical here.

Probate Procedure

PA has a relatively efficient probate system. You can even "pre-pay" inheritance tax to get a discount. A clear will helps your executor navigate these unique tax rules.

Why use My Last Word in Pennsylvania?

We don't just use generic templates. Our platform adjusts to Pennsylvania standards, ensuring:

  • Proper witness signature lines for Pennsylvania.
  • Specific headers required by local probate courts.
  • Digital asset clauses that comply with modern state laws.

Frequently Asked Questions

No, but using a 'Self-Proving Affidavit' (which requires a notary) speeds up the probate process by removing the need for witnesses to appear in court later.
It varies by relationship: 0% for spouses/charities, 4.5% for children/grandchildren, 12% for siblings, and 15% for others.

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