What Is Involved in Pennsylvania Estate Planning?



Each family is different when it comes to Pennsylvania estate planning. In general, there are four main documents when meeting with a Pennsylvania Estate Planning Attorney that a family should consider when doing an estate plan. First is a Will. A Will is a document that each individual should sign to ensure that their wishes are carried out after they pass away. A Will can include your Executor, Trustee, Guardian, any trust provisions and how to distribute your assets. The next two documents are a Business Power of Attorney and a Health Care Power of Attorney. A Business Power of Attorney allows you to choose someone to make business decisions for you if you are unable to make them. These can be numerous business matters involving tax matters, investments and retirement plans. The Health Care Power of Attorney allows you to designate an individual to access your health care information and make health care decisions for you if you are unable to make them. The last document is a Living Will that allows you to decide if you do or you do not want certain medical measures if you are in a terminal condition or state of permanent unconsciousness. All of these documents should be considered in an estate plan.


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.