A will and estate plan for Pennsylvania.
Built to Pennsylvania's rules, in plain words. Start free, then pay one setup fee with your first year included.
Reviewed by a licensed lawyer on October 29, 2026.
Your Pennsylvania documents
Will
Says who gets what, who is in charge, and who would raise young children.
Financial power of attorney
Names who handles your money if you can't.
Healthcare directive
Names who speaks for you about care, and what care you want.
Revocable living trust
Holds your things and passes them on, often without court.
In the Complete plan
Pour-over will
Catches anything you left out of your trust.
In the Complete plan
How signing works in Pennsylvania
Signing your will
- Gather two adult witnesses.
- Sign your will at the very end, while both witnesses watch.
- Each witness signs while you watch.
- If you like, a notary can add a short sworn form.
- Keep the original somewhere safe.
Pennsylvania does not allow electronic wills. You print your will and sign it in ink.
Remote online notarization where Pennsylvania allows it, never for wills.
How to sign your healthcare directive
- Gather two adult witnesses. Your witnesses must be 18 or older.
- Sign your health care directive while both watch.
- Each witness signs while you watch.
- Keep the original somewhere safe. Share a copy with your doctor.
How to sign your financial power of attorney
- Read and sign the notice page at the front of your power of attorney.
- Sign in front of a notary and two adult witnesses. Your witnesses must be 18 or older. They cannot be your agent or the notary.
- Each witness signs while you watch.
- The notary notarizes your signature.
- Keep the original somewhere safe.
How to sign your revocable living trust
- Sign your trust in front of a notary.
- The notary notarizes your signature.
- Keep the original somewhere safe.
We give you a printed signing checklist for each document.
Taxes and court fees in Pennsylvania
Pennsylvania has an inheritance tax, as of 2026. What is owed depends on who inherits. Confirm with your accountant. Source
As of 2026, the federal estate tax exemption is $15 million per person. Confirm with your accountant.
What it costs
- Essential: $199 setup, then $49 a year.
- Complete: $499 setup, then $99 a year.
- Concierge: $1,495 setup, then $249 a year.
One setup fee. Your first year is included. 30-day money-back guarantee on estate setup fees.
A lawyer can review your plan for a flat fee. The lawyer gives the advice.
Own a business in Pennsylvania?
Take the 5-minute check. See an estimated value range, your best path, and the one gap that caps your price.
Questions?
Questions about Pennsylvania? A real person can help.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.