Pennsylvania Estate Planning Drafting Software
Pennsylvania has an inheritance tax that applies even to lineal descendants at 4.5% (children, grandchildren). Siblings pay 12%, and other beneficiaries pay 15%. Only surviving spouses are exempt. This unique structure requires careful planning for all 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 on all beneficiaries (including lineal), Rates: 0% spouse, 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 on all beneficiaries (including lineal)
- —Rates: 0% spouse, 4.5% lineal, 12% siblings, 15% others
- —No state estate tax
- —Elective share for surviving spouse
Pennsylvania-Specific Documents
State-specific drafting language and formatting aligned with Pennsylvania statutes and local recording practices.
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.
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