Pennsylvania Wills and Revocable Living Trusts

Pennsylvania Estate Planning Legal Form Package

Pennsylvania Estate Planning Document Package

Our Pennsylvania Estate Plan package includes all the estate planning documents you will need. This Estate Plan package is the most competitive priced package on the net. Why pay hundreds or thousands of dollars to an attorney who in essence sells the same package?

  • Revocable Trust Documents
  • Self Proving Certificate of Trust
  • Assignment Bill of Sale
  • Transfer Document
  • Pour Over Will
  • General Durable Power of Attorney
  • General Durable Power of Attorney for Health Care
  • Revocable Trust and Estate Planning Ebook

Order Pennsylvania Revocable Trust Package

Comprehensive Pennsylvania Estate Planning Package

Estate Planning Documents in Microsoft Word Format

Our Pennsylvania Revocable Trust Package offers a thorough solution for individuals seeking to create a customized estate plan. The package includes a full-length Revocable Trust Document, exceeding 100 pages, available in Microsoft Word format. This document features a template system designed for easy personalization: you complete the template with your specific details, then merge that information into the included Revocable Trust Document. The result is a professional, attorney-style trust form tailored to your individual needs.

Estate Planning E-Book

The accompanying E-Book provides clear instructions and explanations to help you make informed decisions regarding your Revocable Trust and broader estate planning matters. By utilizing this template system, you can significantly reduce legal fees, as your local attorney will only need to review and approve your completed documents, rather than prepare them from scratch. While attorney review is recommended, the savings can be substantial.

Contents of the Revocable Trust Package

  • Revocable Trust for a Single Person: This trust holds your estate for your named beneficiaries, distributing assets in percentage shares. Beneficiaries receive half of their share upon reaching age 25 and the remainder at age 30.
  • Self-Proving Certificate of Trust: This certificate officially declares the existence of your Revocable Trust. It can be presented to banks, financial institutions, financial planners, investment advisors, and life insurance agents to prove the trust’s existence without revealing the trust document itself.
  • Assignment Bill of Sale: Transfers all untitled personal property to the trust.
  • Transfer Document: A comprehensive document expressing your intent to transfer all your assets to the Revocable Trust.
  • Pour Over Will: Designed to capture any assets inadvertently left out of the trust, asking the probate court to transfer such assets to the Revocable Trust.
  • General Durable Power of Attorney: Appoints an agent (attorney-in-fact) to make financial decisions on your behalf if you become incapacitated. This document helps avoid the costs and delays of court-appointed guardianship and allows you to choose your own guardian if needed.
  • General Durable Power of Attorney for Health Care: Also known as a medical power of attorney or advance directive, this document allows you to appoint an agent to make medical decisions when you are unable to do so. It gives you the option to provide instructions regarding life-sustaining procedures and ensures your loved ones can manage your medical care as you wish.
  • Letters of Instruction for Asset Re-Titling: The package includes over fourteen types of letters and instructional requests for banks, financial planners, and insurance agents to facilitate transferring ownership of your assets to the Revocable Trust, which is essential for comprehensive estate planning.
  • Revocable Trust Estate Planning E-Book: A step-by-step guide for creating your estate plan using Microsoft Word. The automated system requires only that you fill out the template and the software handles the rest.

Benefits of the Pennsylvania Estate Plan Package

Our research demonstrates that purchasing this package can save you between $700 and $7,000 in attorney fees. Proper estate planning is crucial, and this package makes it accessible and affordable. Revocable Trusts are a widely used means of avoiding probate, ensuring your estate is settled efficiently and your assets are transferred to your chosen beneficiaries without court intervention or unnecessary delays and expenses.

Legal Review and Ease of Editing

Although the Pennsylvania Estate Plan package is prepared in accordance with Pennsylvania law, it is essential that you have your local attorney review your documents. With the documents already drafted, your attorney’s role is streamlined to reviewing and approving them, which saves time and money. You can also provide your attorney with the Microsoft Word files for easy editing if necessary.

We strongly recommend that you have the documents that you create using our products reviewed by an attorney that is license to practice law in your state. Our forms cannot replace the services of an attorney and we are not authorized to provide legal advice regarding your specific situation or needs.