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Trust Hub
by ByOwnerHub

Pennsylvania Trust & Estate Planning

State laws, costs, and planning strategies

$1,500–$3,500
Living trust cost
2–4% of estate + inheritance tax
Probate cost
None
State estate tax
Required
Probate status

Overview

Pennsylvania has a flat inheritance tax. Proper trust structuring can minimize the impact on beneficiaries, especially non-lineal heirs.

Special Rules & Features in Pennsylvania

  • Inheritance tax at 4.5% for children, 12% for siblings, 15% for others
  • No state estate tax
  • Charitable deductions reduce inheritance tax

Create a Pennsylvania Living Trust

Attorney-reviewed documents, state-specific provisions

Start with Trust & Will

⚠️ This is general educational information, not legal advice. Consult a Pennsylvania-licensed estate planning attorney for advice specific to your situation.