Pennsylvania Checklist - Documents to Bring to Your Attorney

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Sometimes disputes between creditors and debtors arise over late payments, the amount due, or a variety of other issues. Many times, these matters can be resolved with minimal difficulty. However, it is sometimes necessary to seek legal help to sue or to defend against a suit. When that happens, this list will help you collect important documents to show your attorney.

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FAQ

The probate process in Pennsylvania begins with filing the deceased's will and a petition for probate with the county Register of Wills office where the deceased resided. If the will is deemed valid, the court will issue Letters Testamentary to the named executor, authorizing them to act on behalf of the estate.

Assets you should include in your will Bank accounts. Any accounts you have at a bank or other financial institution should be listed in your will, including: ... Real estate property. Any real estate property you own should be included in your will, such as: ... Investment assets. ... Digital assets. ... Businesses. ... Pets. ... Personal items.

A POA in Pennsylvania must be dated, signed by the principal, witnessed by two adults, and notarized. If the principal is not able to write, he or she may sign by making a mark (such as an "X") or by directing another person to sign on his or her behalf.

New Requirements for Executing a POA: The principal must execute the POA before a notary public and 2 independent witnesses; New Formalities Required: The first page of the POA must include a statutory ?notice? in capital letters signed by the principal.

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.

Here's a quick checklist for making a will in Pennsylvania: Decide what property to include in your will. Decide who will inherit your property. Choose an executor to handle your estate. Choose a guardian for your children. Choose someone to manage children's property. Make your will.

What You Should Put in Your Will Your basic personal information. Legal language that declares testamentary intent. Your appointed executor. Your appointed guardian for any pets or minor children. A list of your property and named beneficiaries (with certain exceptions)

The POA cannot transfer the responsibility to another Agent at any time. The POA cannot make any legal or financial decisions after the death of the Principal, at which point the Executor of the Estate would take over. The POA cannot distribute inheritances or transfer assets after the death of the Principal.

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Pennsylvania Checklist - Documents to Bring to Your Attorney