Pennsylvania Estate Planning Drafting Software
Pennsylvania has an inheritance tax that generally applies even to lineal descendants at 4.5% (children, grandchildren). Siblings pay 12%, and other beneficiaries pay 15%, while surviving spouses, certain parent-child transfers, charitable organizations, exempt institutions, and government entities are exempt. This structure requires careful planning for many estates.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $50,000
- Property System
- Common Law
Practice Snapshot for Pennsylvania Attorneys
Estate planning in Pennsylvania is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $50,000.
Local practitioners routinely navigate: Inheritance tax applies to most non-spouse beneficiaries, including lineal descendants, Rates: 0% spouse and certain parent-child transfers, 4.5% lineal, 12% siblings, 15% others, No state estate tax, and Elective share for surviving spouse.
Common Pennsylvania filings and forms include: Pennsylvania Inheritance Tax Return (REV-1500), Pennsylvania Durable Power of Attorney, Pennsylvania Living Will, and Pennsylvania Health Care Power of Attorney. Key Pennsylvania statutory touchpoints include: Pennsylvania Inheritance Tax (unique rate structure), Pennsylvania Uniform Trust Act, and 20 Pa.C.S. (Decedents, Estates and Fiduciaries).
Key Considerations for Pennsylvania Attorneys
- —Inheritance tax applies to most non-spouse beneficiaries, including lineal descendants
- —Rates: 0% spouse and certain parent-child transfers, 4.5% lineal, 12% siblings, 15% others
- —No state estate tax
- —Elective share for surviving spouse
Pennsylvania-Specific Documents
Drafting language and formatting drawn from Pennsylvania statutory references and local recording practices, ready for attorney review and edit.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Pennsylvania Inheritance Tax Return (REV-1500)
- —Pennsylvania Durable Power of Attorney
- —Pennsylvania Living Will
- —Pennsylvania Health Care Power of Attorney
Pennsylvania Estate Planning Laws
- —Pennsylvania Inheritance Tax (unique rate structure)
- —Pennsylvania Uniform Trust Act
- —20 Pa.C.S. (Decedents, Estates and Fiduciaries)
What Statular Offers Pennsylvania Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview, plus secure client messaging for follow-up.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules