Probate & Trust Administration
When a loved one passes away, knowing what comes next matters. Whether an estate goes through the Pennsylvania probate process or is governed by a trust, we walk alongside you from the first filing to the final distribution.
Probate & Trust Administration
When someone passes away, their estate must be settled. Assets owned in the decedent’s name alone generally go through the Pennsylvania probate process, while assets held in a trust pass through trust administration. Both paths carry legal responsibilities and firm deadlines, and a personal representative or trustee who missteps can face delays, added cost, or personal liability.
We guide personal representatives and trustees through each step, from the first filing to the final distribution, so the estate is handled correctly, efficiently, and in full compliance with Pennsylvania law.
How We Help
How soon after a loved one passes should the estate be opened?
While Pennsylvania doesn’t impose a strict deadline to begin probate the moment someone passes, it’s generally best to start the process promptly. Delaying can complicate matters like accessing bank accounts, paying ongoing bills, maintaining real estate, or meeting the nine-month deadline for the Inheritance Tax Return. Starting early gives the personal representative more time to gather assets, address creditor claims, and keep the administration on track.
How long does the Pennsylvania probate process take?
While every estate is different, key deadlines shape the timeline: the Inheritance Tax Return and Estate Inventory are due within nine months of death, and paying the inheritance tax within three months qualifies for a 5% discount. The estate can only be closed after all court filings are made, debts and expenses are paid, and assets are distributed to heirs.
Does a successor trustee need court approval to begin managing a trust?
No. Unlike a probate executor, a successor trustee does not need court appointment to start acting on behalf of the trust. They can begin by locating the trust agreement, obtaining a tax ID number, notifying financial institutions, and securing trust assets — though they must still follow the trust document and Pennsylvania law, including keeping beneficiaries reasonably informed.
We guide you every step
Schedule a consultation with our Pennsylvania estate planning and elder law attorneys today.
