Pennsylvania Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style Pennsylvania Joint Revocable Living Trust for married couples. Drafted under 20 Pa. C.S. §§ 7701 et seq. (Pennsylvania Uniform Trust Act). Addresses Pennsylvania Inheritance Tax (direct descendants 4.5%, siblings 12%, others 15%) and planning techniques to minimize tax burden at death. Covers spousal elective share rights (20 Pa. C.S. § 2203), co-trustee management, incapacity successor trustee succession, distribution instructions, optional bypass sub-trust for state inheritance tax planning, trustee powers under 20 Pa. C.S. § 7771, and pour-over will coordination. Includes Pennsylvania Realty Transfer Tax exemption note for trust deeds and notary acknowledgment block. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Pennsylvania attorney for advice specific to your situation.
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