Free Resources
Guides, checklists & tools to help you plan with confidence
We believe informed clients make better decisions. These free guides cover the most common questions we hear from families across Western Pennsylvania. Download, print, and share — no email required.
Pennsylvania Executor's Checklist
Named as executor? This step-by-step checklist covers every phase — from obtaining Letters Testamentary to final distributions. Includes key PA deadlines, inheritance tax rates, and the 5% early payment discount.
Download PDF →Estate Planning Preparation Worksheet
Getting ready for your first estate planning consultation? This worksheet helps you gather the information your attorney needs — personal details, assets, family information, and the key decisions to think about ahead of time.
Download PDF →PA Inheritance Tax Quick Reference
Everything you need to know about Pennsylvania's inheritance tax in one place — rates by relationship (0%, 4.5%, 12%, 15%), key exemptions, filing deadlines, and how the 5% early payment discount works.
Download PDF →First 30 Days After a Death in PA
A compassionate, week-by-week guide to the legal and practical steps after losing a loved one. Covers funeral arrangements, securing property, starting probate, required notifications, and common mistakes to avoid.
Download PDF →PA For Sale By Owner Seller's Checklist
Selling your home without a realtor? This step-by-step checklist covers everything from listing to closing — pricing, disclosures, agreement of sale, inspections, transfer taxes, and what your attorney handles.
Download PDF →Need personalized guidance?
These guides cover the basics, but every situation is different. We're here to help you navigate yours.
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