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Philadelphia PA Estate Planning Blog

Tuesday, November 6, 2012

Pennsylvania Probate Tips

Probate is the process of settling one's estate and the items/assets that were left through the individual's Last Will & Testament. In comparison to other states, Pennsylvania's process is easier. 

Here are a few tips regarding probate, which may be useful to you if you are an Executor of an estate:

  • The county where the deceased individual last resided is the county in which probate occurs. Each county has a Register of Wills office where probate occurs, typically at city hall, the municipal court building, etc.
     
  • Be as transparent as possible with the beneficiaries of the person's will. This will make the process easier.
     
  • If the estate is complex (multiple accounts, beneficiaries, family issues, etc.), you may want to hire an attorney to help you through the probate process.
     
  • If possible, pay an estimated Pennsylvania Inheritance Tax amount within 3 months. You'll receive a 5% discount from the tax due.
     
  • Keep a list of all transactions, and keep all receipts. The more organized you are, the better.
     
  • Understand that as an Executor, you are a fiduciary, and are legally responsible for the estate. Do not take the job lightly, and make sure you follow all rules and laws.

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The Law Offices of Jeremy A. Wechsler assist clients with Estate Planning matters in Willow Grove, PA as well as Abington, Hatboro, Dresher, Horsham, Bryn Athyn, Huntingdon Valley, Fort Washington, Jenkintown, Glenside, Oreland, Warminister, Wyncote, Ambler, Elkins Park, Flourtown, Philadelphia, Warrington, Cheltenham, Gwynedd Valley, Jamison, Feasterville Trevose, Richboro, North Wales, Blue Bell, Lafayette Hill, King of Prussia, Collegeville, Oaks, Phoenixville, Oxford Valley, Langhorne, Penndel, Bristol, Fairless Hills, Bensalem, Plymouth Meeting, Furlong, Philadelphia County, Bucks County and Montgomery County.

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