Greater Philadelphia Area
Probate &
Estate Administration
We help families navigate the complexities of probate and estate administration with care, efficiency, and professionalism.
Estate
Settlement
Probate Administration
Asset Identification
Property Distribution
Schedule an In-Person or Virtual Consultation with
one of our Experienced Probate & Estate Administration Attorneys:
Or Contact Us By Phone: (610)254-0114
Experienced and Compassionate Legal Support When You Need It Most
Herr Potts & Potts
Greater Philadelphia Area
Estate Administration & Probate Services
Probate & Court Proceedings
We assist with reviewing the assets of the estate, drafting any documents needed for probate with the Register of Wills and ensuring the personal representative has the ability to do what is in the best interest of the estate.Asset Identification & Management
Our team helps locate and value the decedent’s assets for Pennsylvania Inheritance Taxes — from real estate and bank accounts to investments and personal property.Creditor & Tax Matters
We proper notification of creditors, settling debts, and handling federal and state inheritance and income tax responsibilities on behalf of the estate.Distribution of Assets
Once all obligations are met, we guide the distribution of remaining property to beneficiaries or heirs under the Will or Pennsylvania intestacy laws which can be done by preparing an Account that can be signed by all beneficiaries or approved by the Orphans Court. Ultimately, we want to ensure proper administration of the estate and secure a release for the Executor or Trustee from an liability now or in the future.Trust & Estate Planning Coordination
In addition to probate, we provide trust administration and proactive estate planning services to help protect assets and simplify future transitions.
Recent Representations
Represented an executor managing a complex estate where all assets were distributed to charities.
Successfully resolved an insolvent estate, obtaining court approval to close the estate while protecting the executor’s interests.
Ensured proper advertising of an estate, preventing a creditor from collecting late claims.
Filed 1041 income tax returns for estates and issued K-1s to beneficiaries, simplifying tax compliance.
Helped a family prepay inheritance taxes to secure a 5% discount for the estate.
Argued successfully to validate a disputed will, ensuring the decedent’s final wishes were upheld.
Meet our Probate & Estate Administration Attorneys
Stephen D. Potts, Esq.
Steve is a partner at Herr, Potts and Potts with more than 20 years of experience handling probate and estate administration matters.
He is a member of the Pennsylvania Bar Association and the Chester County Bar Association and is licensed to practice law in Pennsylvania and before the United States Tax Court. Steve has also presented numerous lectures on guardianships and the advantages of special needs trusts.
Steve lives in West Chester, PA with his wife Julie and 3 children.
Marilyn S. Mitchell, Esq.
Marilyn is a partner at Herr, Potts and Potts. In her practice, she focuses on Estate Planning, Estate and Trust Administration, Special Needs Planning/Guardianships, and Orphans’ Court Litigation. She is a member of the Pennsylvania Bar Association and the Chester County Bar Association.
Prior to joining Herr, Potts and Potts, Marilyn was a prosecutor at the Chester County District Attorney’s Office for 7 years, and she brings extensive litigation experience to the firm.
She lives in West Chester, Pennsylvania with her husband, Patrick and their son.
Meet our Probate & Estate Administration Attorneys
If you’re handling an estate and need trusted legal support, Our estate administration and probate attorneys are here to help.
Contact us today to schedule an in-person or virtual consultation.
Or Contact Us By Phone: (610)254-0114
This website provides general information about Herr Potts and Potts. The information within this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own particular situation. Neither our presentation of the information on the site nor your receipt of the information creates a lawyer-client relationship or imposes any obligation on Herr Potts and Potts.
Prior results do not guarantee similar outcomes. Legal information on this site should not be considered as legal opinions or as a substitute for legal counsel. In general, we cannot guarantee that all information on the site will be applicable to your situation or that it is current, accurate or complete.
Contact Information
- 200 Eagle Road, Suite 106, Wayne, PA 19087
- 138 W Gay Street, West Chester, PA 19380 (by appointment only)
- (610) 254-0114
- M-F 8:30am-5:00pm
© Herr Potts & Potts 2026