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Pennsylvania Small Estate Affidavit Template

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What's Included

Attorney-style Pennsylvania Small Estate Petition and Decree. Drafted under 20 Pa. C.S. §§ 3101–3102 and Pa. O.C. Rule 6.1. Covers collection of wages, insurance proceeds, and personal property up to $11,000 directly by family members, and simplified Register of Wills petition for estates up to $50,000. Includes family allowance provisions, spousal and dependent claim schedules, Register of Wills filing checklist, Pennsylvania Orphans' Court caption, and Pennsylvania notary acknowledgment. Instant .docx download.

Declaration & revocation of all prior wills
Family declarations (spouse + children)
Specific personal property bequests (3 slots)
Real property bequests with deed references
Residuary estate — 3 distribution options
Guardian nomination for minor children
Personal Representative appointment + powers
Pet care provisions
Digital assets & online account directives
Survivorship, anti-lapse, and governing law
Witness attestation blocks
Self-proving affidavit (notary optional)
Step-by-step execution instructions

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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