Pennsylvania Guides
Pennsylvania Advance Directive & Living Will Kit
Coming SoonPennsylvania Power of Attorney Kit
Coming SoonPennsylvania Basic Estate Planning Kit
Coming SoonGeneral Resources
These guides work no matter where you live:
Articles for Pennsylvania
Best Pennsylvania Inheritance Tax Guide for Out-of-State Executors
The best resource for out-of-state executors managing Pennsylvania inheritance tax remotely. Covers 67-county navigation, four tax deadlines, and remo…
How to Handle Four Pennsylvania Death Taxes Without an Attorney
Step-by-step approach to managing Pennsylvania's four death-related taxes yourself: inheritance tax, fiduciary income tax, final income tax, and feder…
How to Handle Pennsylvania Probate From Out of State
Inherited PA property or named executor but live elsewhere? Here's how out-of-state probate works in Pennsylvania, including ancillary probate and inh…
How to Settle an Estate in Pennsylvania Without an Attorney
Step-by-step overview of settling a PA estate yourself — when it works, when it doesn't, and the PA-specific traps (inheritance tax, surcharge, Medica…
How to Claim All Pennsylvania Survivor Benefits After Your Spouse Dies
Step-by-step guide to claiming every Pennsylvania survivor benefit after a spouse's death. Covers Social Security, pensions, property tax rebates, hea…
Pennsylvania Inheritance Tax Guide vs Hiring a Probate Attorney
Compare handling Pennsylvania's inheritance tax with a DIY guide versus hiring a probate attorney. Costs, trade-offs, and when each option makes sense…
Best Way to Claim the Pennsylvania Inheritance Tax 5% Discount
The 5% early-payment discount on PA inheritance tax saves hundreds or thousands — but the 3-month window is strict. Here is how to claim it without ov…
Best Pennsylvania Inheritance Tax Resource for Executors Handling an Estate Alone
The best resource for Pennsylvania executors managing inheritance tax, income tax, and estate filings without an attorney. Covers all four tax obligat…
Best Estate Settlement Tool for a First-Time Pennsylvania Executor
First time settling an estate in PA? Compare your options — attorney, national platforms, government forms, or a PA-specific guide — ranked for new ex…
Pennsylvania Inheritance Tax on Joint Accounts, TOD, and POD Assets
PA inheritance tax reaches non-probate assets. TOD accounts, POD accounts, and joint accounts all owe tax—and the beneficiary pays it personally.