Free Resources
Guides, intake sheets & checklists to help you plan with confidence
Start Here — Fill Out Online
Our intake forms take just a few minutes and go directly to our team. It's the fastest way to start, and ensures your first consultation is productive from the start.
Estate Planning Intake Sheet
Fills out in minutes. Covers family structure, assets, existing documents, and your main goals, so your first consultation is productive from the start.
Fill Out Online →Get Yourself Organized — Financial & Estate Planner
A comprehensive inventory for all your accounts, policies, and important documents, with columns for beneficiary levels 1 & 2. Keep it with your estate planning documents and tell your family where it is.
Estate Planning Preparation Worksheet
Helps you gather the information your attorney needs before your first appointment, personal details, assets, family information, and key decisions to think about ahead of time.
Estate Plan Review Checklist
Is your existing plan still current? This checklist walks through the key questions, life changes, beneficiary designations, titling, and document gaps that commonly need attention.
My Final Wishes — Letter of Instruction
A personal guide for your family covering burial preferences, funeral arrangements, obituary notes, who to notify, and messages to loved ones. Not a legal document, a gift that reduces hard decisions during a hard time.
Serving as a Fiduciary in Pennsylvania
Comprehensive guide for anyone named as executor, trustee, POA agent, or healthcare agent. Covers duties, personal liability, PA-specific requirements, and when to hire an attorney.
Inheritance Tax Calculator
Estimate Pennsylvania inheritance tax based on relationship to the decedent — 0% spouse, 4.5% children, 12% siblings, 15% others. Instant results, no email required.
Open Tool →Probate & Estate Administration Intake Sheet
Covers the decedent's information, whether a will exists, known assets, and your role in the estate, so we can quickly assess what needs to happen and when.
Fill Out Online →Pennsylvania Executor's Checklist
Named as executor? Step-by-step from obtaining Letters Testamentary to final distributions, with PA deadlines, inheritance tax rates, and the 5% early payment discount.
First 30 Days After a Death in PA
A compassionate week-by-week guide to the legal and practical steps, securing property, starting probate, required notifications, and common mistakes to avoid.
PA Inheritance Tax Quick Reference
All Pennsylvania inheritance tax rates in one place — 0%, 4.5%, 12%, 15% by relationship, exemptions, filing deadlines, and the 5% early payment discount.
Preparing for Your Probate Consultation
Documents to gather and what to expect at your first meeting with our probate attorneys.
What Is Probate? A Plain-English Guide
The most common question we get. Covers what probate actually is, what goes through it and what does not (most people are surprised), the 8-step Pennsylvania process, realistic timelines, and common questions about costs and contests. Written for families, not attorneys.
Probate Calculators & Tools
PA Inheritance Tax Calculator, Intestacy Calculator (who inherits without a will), Small Estate Checker, and Probate Timeline, all free, no email required.
Open Tools →Real Estate Closing Intake Sheet
Buyer, seller, or FSBO, this one-page sheet covers the property, transaction type, lender, agreement of sale status, and anything we need to prepare for your closing.
Fill Out Online →PA For Sale By Owner Seller's Checklist
Selling without an agent? Step-by-step from listing to closing, pricing, disclosures, agreement of sale, inspections, transfer taxes, and what your attorney handles.
Preparing for Your Real Estate Closing
What to bring to settlement, how closing costs work in Pennsylvania, and what to expect on closing day.
Residential Lease Checklist
What to review before signing a Pennsylvania rental agreement, rent, late fees (PA limits to 10%), security deposit rules, repair responsibilities, entry notice requirements, early termination penalties, and what to document at move-in to protect your deposit.
Commercial Lease Checklist
For business owners signing a commercial lease. Covers NNN and CAM charges, renewal option traps, permitted use clauses, build-out allowances, assignment rights, and, most importantly, how to negotiate the personal guarantee that most tenants sign without understanding.
Pennsylvania Landlord's Legal Guide
What PA landlords can and cannot do, security deposit rules (double damages for violations), entry notice requirements, habitability obligations, fair housing law, and the complete 6-step eviction process. Includes a timeline reality check and why self-help eviction is illegal.
Real Estate Calculators
Title Insurance Calculator and FSBO Net Proceeds Calculator, estimate your costs before you get to the table. No email required.
Open Tools →Elder Law & Medicaid Planning Intake Sheet
Covers current care situation, assets and income (estimates are fine), recent transfers, and urgency level, so we can immediately assess what options are available and how much time you have.
Fill Out Online →VA Aid & Attendance — What It Is and Who Qualifies
One of the most underused veterans benefits available. Covers the 2025 benefit rates (up to $2,882/month for a married veteran), wartime service requirements, medical eligibility, the $159,240 net worth limit, how unreimbursed medical expenses affect eligibility, and how VA benefits interact with Medicaid planning.
Medicaid Planning Calculator
16-tool PA Medicaid planning calculator, estimate spend-down, CSRA, penalty periods, half-a-loaf strategies, and VA Aid & Attendance. 2025 PA figures.
Open Tool →Business Formation Intake Sheet
Covers business type, ownership structure, entity preference, tax treatment, and key decisions we will need to discuss, fills out in a few minutes before your first meeting.
Fill Out Online →Preparing for Your Business Formation Meeting
Key decisions to think about ahead of time, entity type, ownership structure, tax treatment, and what to bring to your first meeting.
Business Owner Estate Planning Intake Sheet
For business owners who need to think about estate planning, succession, and real estate together, because they are connected. Covers business structure, buy-sell agreements, personal and business real estate, and what happens to the business if you die or become disabled.
Fill Out Online →Annual Business Health Checklist
A legal and operational checkup covering entity status, corporate formalities, contracts, employees, insurance, IP, and succession planning. The items most commonly skipped are the ones that create the most liability, this checklist flags them.
10 Business Mistakes That Create Legal Liability
The ten most common, and preventable, legal mistakes small business owners make. Mixing personal and business money, handshake agreements, no buy-sell, misclassifying contractors, and more. What happens and what to do instead.
When to Call Your Business Attorney
A practical guide to the situations where a quick call prevents a much bigger problem, before you sign, when adding or removing a partner, when something goes wrong, and what to review every year. Most business owners wait too long.
Family Business Transition Planning Intake Sheet
For family business owners planning to pass the business to the next generation. Covers who takes over, how to handle non-participating children fairly, transfer mechanisms, valuation, buy-sell agreements, and timeline, whether you are planning 2 years out or 20.
Fill Out Online →Acquiring a Business
Asset purchase vs. stock purchase and why the difference matters, the four categories of due diligence buyers consistently underdo, deal structure tools (earnouts, escrows, seller financing), representations and warranties, non-compete strategy, and why the transition period is the most underestimated risk in any acquisition.
Buying a Franchise & Working with the SBA
What the FDD actually tells you (and what it doesn't), the five provisions in every franchise agreement that matter most, SBA 7(a) vs. 504 structure, the personal guarantee reality that most borrowers underestimate, what the SBA loan process actually looks like, and when you need an attorney vs. when the franchisor's standard documents are sufficient.
Buy-Sell Agreements — What Every Multi-Owner Business Needs
The four trigger events a buy-sell must cover (death, disability, divorce, departure), the three valuation approaches and why fixed-price agreements go stale, how life insurance and disability coverage fund the buyout, and the warning signs that an existing agreement may not actually protect you.
Estate Planning for Professionals
What doctors, attorneys, financial advisors, and other licensed professionals need to plan for that standard estate plans miss, malpractice exposure, what a professional entity actually protects, disability risk, practice succession, and the four outcomes every professional's plan should address.
Estate Planning for Non-U.S. Citizens
The issues that most standard estate plans never address, why the unlimited marital deduction does not apply to a non-citizen spouse, what a QDOT is and when it is needed, situs rules for foreign nationals with U.S. assets, and the six questions every non-citizen should be able to answer about their plan.
Family Safety in the Age of Technology & AI
Practical steps to protect your family from scams, fraud, and identity theft, password security, phone settings, family safe words for AI voice cloning, county title fraud alerts, and more.
Preparing for Your Consultation
What to bring and what to think about before your free consultation, covers estate planning, probate, real estate, business law, and elder law.
View Guide →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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