Documents & Templates

Petition to the Register of Wills for appointment as personal representative (executor or administrator).

Sworn oath required before issuance of Letters Testamentary or Letters of Administration.

Comprehensive listing of all estate assets with date-of-death valuations. Required when ordered by court or demanded by interested party.

Written notice to beneficiaries and intestate heirs of the probate of the will and their rights under Pa.O.C. Rule 10.5.

Notice of grant of Letters for publication in a newspaper of general circulation and the legal journal.

Pennsylvania inheritance tax return with all applicable schedules. Due within 9 months of death. 5% discount if paid within 3 months.

Formal accounting of all estate receipts, disbursements, and proposed distribution for filing with Orphans’ Court.

Agreement among all beneficiaries approving informal accounting and distribution without court filing.

Simple will with provisions for asset distribution, executor nomination, and guardian designation for minor children.

Power of attorney for financial matters that survives incapacity. Updated for Act 64 of 2023 requirements.

Designates an agent to make healthcare decisions if you become incapacitated. Separate from living will.

Documents your end-of-life medical treatment preferences including life-sustaining treatment, artificial nutrition, and CPR.