how do you make a will without a lawyer in pa

by Wyatt Kihn III 8 min read

No. You can make your own will in Pennsylvania, using Nolo's Quicken WillMaker. However, you may want to consult a lawyer in some situations.

To make your will self-proving, you sign your will in the presence of two witnesses. Then, in a notary's presence, the three of you sign affidavits that state who you are and that you signed your will in the presence of the witnesses. The notary then notarizes your signatures and you attach the affidavits to your will.

Full Answer

Do I need a lawyer to make a will in Pennsylvania?

For example, if you think that your will might be contested or if you want to disinherit your spouse, you should talk with an attorney. Nolo's will-making products tell you when it's wise to seek a lawyer's advice. What Are the Requirements for Making a Will in Pennsylvania?

How can I make a will without a lawyer?

Another way to make a will without a lawyer is by using an online service that guides you through the process. Sort of like a tax return service, a will-writing software or app will ask you questions — about your spouse and family, your beneficiaries, and your assets — and then it will create a will based on your answers.

What is the probate process without a will in Pennsylvania?

What is the Probate Process Without a Will in Pennsylvania? If a friend or family member has passed without a will, their estate still needs to be handled through probate.

How do you make a will self proving in PA?

20 Pa. Cons. Stat. § 3132.1. A self-proving will speeds up probate because the court can accept the will without contacting the witnesses who signed it. To make your will self-proving, you sign your will in the presence of two witnesses.

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Can I make a will without a lawyer in Pennsylvania?

Do I need a lawyer to write a will in Pennsylvania? In a word, no. Pennsylvania law does not require that an attorney draft your will. But because they are often complex documents with lots of elements to consider, having an attorney can help make sure your will is legally valid.

Is a notarized will legal in PA?

Pennsylvania Rules If a will does include a notarized affidavit signed by the testator and two witnesses at the time of execution, it is considered a "self-proven" will. If a will is not notarized, however, the witnesses must declare that the testator's signature is valid at the start of the probate process.

What are the requirements for a will to be valid in PA?

In Pennsylvania, the law requires that the testator be at least 18 years old and of sound mind (mentally competent). In addition, the testator must declare that the will is his or hers in front of two witnesses -- and these witnesses must then sign the will in front of the testator.

Do wills have to be filed with the court in Pennsylvania?

The first step to knowing whether or not the estate of your loved one qualifies is to submit a request to the court. A will generally only needs to be filed with the county if there are probate assets; i.e. money or property that are in the deceased person's name alone, with no joint owners or named beneficiaries.

Can I write my own will in PA?

You can make your own will in Pennsylvania, using Nolo's Quicken WillMaker. However, you may want to consult a lawyer in some situations. For example, if you think that your will might be contested or if you want to disinherit your spouse, you should talk with an attorney.

How much does a will cost in PA?

Generally, probating a will costs between $200 – $1,000 depending on the size of the estate. Although probate is generally easier in Pennsylvania compared to other states, an Executor still has legal obligations and a fiduciary duty to beneficiaries of the estate.

Can I make my own will?

If you wish to make a will yourself, you can do so. However, you should only consider doing this if the will is going to be straightforward. It is generally advisable to use a solicitor or to have a solicitor check a will you have drawn up to make sure it will have the effect you want.

Can I make a will without a lawyer?

The answer to this question is affirmative. Most people think that making a will is a complex procedure that requires the help of an attorney or a lawyer. However, this is not true, if you have a simple estate plan, then you can successfully write your own will without any lawyer.

Who inherits if there is no will in Pennsylvania?

Pennsylvania wants to assure that these individuals are provided for in the event of the untimely demise of a loved one. In addition to the surviving spouse and children, the law may also provide an inheritance for the decedent's parents, siblings, aunts, uncles, and their children and grandchildren.

Is a hand written will valid in PA?

According to the Pennsylvania code, all wills within the state must be in writing. However, there is no mention that a will must be typed, meaning that a handwritten will may be accepted by the probate courts. Pennsylvania law also states that wills must be signed by the testator, or the person the will pertains to.

Do you have to register a will in PA?

Does the Register of Wills have my will on file? In Pennsylvania, living persons do NOT have wills 'registered' and stored by the county Register of Wills.

How do you avoid probate in PA?

In Pennsylvania, you can make a living trust to avoid probate for virtually any asset you own—real estate, bank accounts, vehicles, and so on. You need to create a trust document (it's similar to a will), naming someone to take over as trustee after your death (called a successor trustee).

What Can I Do With A Pennsylvania Will?

A will, also called a "last will and testament," can help you protect your family and your property. You can use a will to: 1. leave your property...

What Happens If I Die With Out A Will?

In Pennsylvania, if you die without a will, your property will be distributed according to state "intestacy" laws. Pennsylvania's intestacy law giv...

Do I Need A Lawyer to Make A Will in Pennsylvania?

No. You can make your own will in Pennsylvania, using Nolo's do-it-yourself will software or online will programs. However, you may want to consult...

What Are The Requirements For Signing A Will in Pennsylvania?

To finalize your will in Pennsylvania: 1. you must sign your will in front of two witnesses, and 2. your witnesses must sign your will.

Do I Need to Have My Will Notarized?

No, in Pennsylvania, you do not need to notarize your will to make it legal.However, Pennsylvania allows you to make your will "self-proving" and y...

Should I Use My Will to Name An Executor?

Yes. In Pennsylvania, you can use your will to name an executor who will ensure that the provisions in your will are carried out after your death....

How to make a will without a lawyer?

Decide how you’re going to make your will. There are dozens of online and offline resources to help you make a DIY will, such as blank will forms and DIY will kits. One option is to use an online platform like FreeWill.

How to make sure your will is valid?

To make sure your will is recognized by the law, you must: State clearly in the document that this is your last will and testament. Include your full legal name, so it’s clear the document belongs to you.

How to store a will?

10. Store your will in a safe place. Once your will is written, signed, and witnessed, you should store it in a safe, easily accessible place. Tell your loved ones and your will executor where it is, so they know where to find it when the time comes.

Can you sign a will without a signature?

Print and sign your will in front of witnesses. This step is important — your will isn’t valid without your signature! When you sign your will, you should have witnesses present to also sign your will. Witnessing laws vary by state, but most states require two disinterested witnesses.

Who can be disinterested witnesses?

“Disinterested” means your witnesses can’t be anyone who’s mentioned in your will or inherits something from your estate. They could be neighbors, roommates, friends, or extended family. 10.

Can an estate attorney make a will?

When you might want a lawyer to help with your will. Most adults with a simple estate can make their own will without the help of a lawyer. However, there are some instances where you might benefit from having an estate attorney make your will. This could include if you:

How to make a will on your own?

You can make a will on your own by following the requirements set by the laws in your state. If you have a fairly simple estate, writing a will on your own can help you save money — a lawyer may charge a few hundred dollars or more for a will. But people who have more complex situations, like complicated beneficiaries or many assets, ...

How many witnesses do you need to sign a will?

But when you write a will on your own, this process requires a little more work. In almost every state, your will needs to be signed by two witnesses.

What is the best way to distribute assets to beneficiaries?

A trust is another estate planning option that can help you distribute assets to your beneficiaries. It takes more work than creating a will and it will likely cost more, but your beneficiaries can receive trust assets outside of the probate court. (You can create both a will and trust with Policygenius .)

What can an estate lawyer do?

An estate planning attorney can also help you write your will as part of a more comprehensive estate plan, including any special types of trusts that ensure your loved ones are properly cared for. Check more situations when you should hire an estate lawyer.

Can you list jointly owned assets in a will?

You should also refrain from listing jointly-owned assets or assets placed in a trust in the terms of your will. Including these assets in your will won’t necessarily invalidate it, but it could make things more complicated after you die and delay the time it takes your heirs to receive anything.

Can you write a will on your own?

You can write your will completely on your own — whether typed or by hand, which is called a holographic will if your state allows — but it should contain the necessary legal language. You can find the details in your state’s legal statutes, but it may be difficult or arduous to sift through on your own. Instead you can make a will by ...

Is a will part of an estate plan?

Keep in mind that a will is just one part of an estate plan . You may also want to think about other useful estate planning documents, like an advance directive or power of attorney, to help plan for the future as well.

How old do you have to be to make a will?

Specific requirements vary between states, but most require at least the following: Age and mental capacity: A testator must be at least 18 years old and of sound mind. In some states, you can make a will if you are legally emancipated or underage when you start military services.

Who files a will when you pass away?

The testator appoints an executor (also called a personal representative in some states). When you pass away, your executor files your will in state probate court and carries out your wishes. Those receiving money or property from your estate are your beneficiaries.

How to change your last will and testament?

You can change your will if your assets change, you remarry, or any other development demands a modification. There are two options for changing a last will and testament: 1 Codicil: A codicil amends your will. For example, if your original executor becomes distant or passes away, a codicil can appoint a new one. Like a will, a codicil must be signed, witnessed, and notarized. 2 New will: Drafting a new will cancels out all previous wills. Make sure your new will form contains a provision to that effect before you use it.

What is a codicil in a will?

Codicil: A codicil amends your will. For example, if your original executor becomes distant or passes away, a codicil can appoint a new one. Like a will, a codicil must be signed, witnessed, and notarized. New will: Drafting a new will cancels out all previous wills.

What happens when a will is probated?

When your will starts probate, your executor sends notices to your creditors so they can file a claim against your estate. Make this job easier by including a list of current mortgages, car loans, personal loans, credit cards, tax debts, and other debt.

How many witnesses do you need to sign a will?

Once completed, review your will for accuracy and consider having an attorney do the same. When it meets your expectations, sign your will in front of two or three witnesses (depending on your state's laws) and a notary public. Witnesses cannot be beneficiaries of your estate, and they must watch you sign the will.

What to do if you have a minor child?

Designate money or property for their care and choose a willing and capable guardian. You can also do the same for animal companions as well as your human charges. Designate successor guardians in case your primary choice cannot fulfill this role in the future.

Who is in charge of implementing a will?

Your state's requirements for a valid will. The first three items are your call. The person you put in charge of implementing your will— called an executor— should be a person you trust. However, state requirements may be strictly applied, especially if there's a challenge to the will. Those requirements vary, but generally, ...

How many witnesses do you need to sign a will?

Those requirements vary, but generally, your will must be in writing; you must be at least 18 and mentally competent; and you must sign it in front of two to three (de pending on the state) adult witnesses who do not stand to inherit anything. Those witnesses must also sign.

What happens if you don't have a holographic will?

If you don't, you may still live in one of the 26 states that permit holographic wills. "Holographic" here means "handwritten," Sandoval says handwriting it is advantageous because the legal standard for validating a handwritten will is a little more relaxed, at least in California. This may help if you miss a detail.

What is a codicil in a will?

If you've had changes like this in your life that affect your will, you need to know how to write a "codicil," an addition to the will that adds to, revokes, or explains your choices. Writing your own codicil is as easy as writing your will on your own.

Why is it important to have a last will?

You know having a last will is important—it protects your family and provides for your final wishes. Now that you're finally sitting down to write that will, be on the lookout for these common but easy-to-avoid mistakes.

Is it legal to write a will?

It's legal to write your own will, and given how much it costs to draft a will with a lawyer, a do-it-yourself approach might be a cost-saving choice. But you need to draft a will that's legal in your state and ensure it can stand up to scrutiny. Here's how to get started.

How old do you have to be to make a will in Pennsylvania?

An individual must be at least 18 years old and be of sound mind to make a legal will in Pennsylvania. Sound mind means that the individual is not mentally impaired at the time the will is created; the individual must understand the definition and purpose of a will.

Who must sign a will?

All legal wills must be made in writing, signed and dated by the owner of the estate, known as the testator. If the testator cannot sign the document, a designated individual may sign on his behalf only by a signed consent of two witnesses. These witnesses must have signed an oath of affirmation as to the validity of the events.

Can a will be changed in Pennsylvania?

A will is not filed with the Pennsylvania Register of Wills Office until the creator has passed away. This allows a person to change or update her will anytime she wishes. It's a good ideea for testators to make copies of the legal will for family members, a close friend, doctor, attorney and/or member of the clergy, to assure that the will is honored.

Can a spouse contest a will in Pennsylvania?

Although a court will want to honor a legal will to its fullest intent, Pennsylvania Code allows surviving spouses to contest a will if it does not mention them or provides them with too small a quantity in assets. In such case, a spouse may file for a forced share. A forced share allows a spouse to receive one-third of the property mentioned in the will. Pennsylvania Code does not differentiate between the length of time of a marriage, unless a spouse abandoned or neglected the deceased a year or more before the decedent's death.

Where to keep a will?

Keep the will in a safe place in your home or with a trusted relative. Make sure a beneficiary or the executor knows the location of the will and how to access it.

How to leave property to heirs?

2. Make a list of your assets. In order to leave property to your heirs, you need to know what you have. Make a list of all your significant assets, including real estate and land, jewelry, artwork, cars, and bank accounts that don't name a beneficiary.

Why do people avoid estate planning?

A lot of people avoid estate planning because, well, it's just not very fun to think about. But if you have assets you'd like to leave to your kids, spouse, or other relatives — or minor children that will need a guardian — the absence of a will can complicate things. Popular Articles. Average 401k balance.

Who receives what's left over in your estate?

After the executor is finished distributing the assets and paying bills, debts, and taxes, the "residuary beneficiary" will receive what's left over in your estate, if anything. This person — or charity — can be a beneficiary who already received a piece of property; it does not need to be someone new.

Can you type a will on a computer?

While about half of the US states recognize handwritten, or holographic, wills as valid, it's always best to type out a formal will on a computer. There are many online templates to choose from that can help guide you in writing your will.

Can you put funeral preferences in a will?

But you can also include this information in your will if you'd like.

Who is responsible for carrying out the instructions in a will?

You must also name an executor, who is responsible for carrying out the instructions outlined in your will. Some states have their own unique rules for what must be included in a will, so be sure to check up on yours before writing. If you use a software or online service, guidelines will likely be provided for you.

What does it mean to pass away without a will in Pennsylvania?

Intestacy merely means passing away without a will. When this happens, Pennsylvania’s intestacy statute will step in and decide how your estate is passed on. Property that passes through a will or intestacy rules must go through a legal process called probate. This process involves taking the will to court or filing for intestate succession ...

What happens if no one is available in Pennsylvania?

If no one is available, the deceased’s estate passes to the Commonwealth of Pennsylvania. Complex family structures often make intestacy more complicated. In situations where the deceased has children from another marriage or a mix of children and stepchildren, the spouse and different children may take different sized shares.

What is the process of intestate succession?

This process involves taking the will to court or filing for intestate succession with the local court. The estate has an “executor” appointed, which is either a person listed in the will or determined by the intestacy statute and a judge. After the executor is appointed, it is their duty to gather the decedent’s property.

What happens if a deceased person has no children?

If the deceased has no children or spouse, their parents take the estate. If the deceased is married but has no children, their spouse takes the estate. If they have children but no living spouse, the children share the estate equally. If they are married and have children, the spouse takes a certain share, and the rest is given to the children.

What authority does the court give to the executor of an estate?

Court orders give them the legal authority to access accounts move funds, pay debts, and assemble all the property so that the court knows what assets to pass on. The court and executor then determine who should take shares of the estate.

What happens if a friend passes without a will?

If a friend or family member has passed without a will, their estate still needs to be handled through probate. Instead of deciding how their estate will pass to their heirs by looking at their last will and testament, Pennsylvania’s “intestacy statute” governs how their money and assets will be dispersed instead.

How long does it take to get a will challenged?

Once the claim is in court, it could take weeks or months to resolve the claim.

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