Pennsylvania Small Estate Eligibility Checker
A quick screening tool to assess whether simplified estate procedures may apply.
Tell Us About the Estate
Pennsylvania has several simplified procedures for smaller or simpler estates. Answer these questions to see which, if any, may apply.
1. Approximate value of assets titled solely in the decedent's name
Include bank accounts, brokerage accounts, vehicles, and personal property in the decedent's name only. Do not include joint accounts, accounts with named beneficiaries (POD/TOD), IRAs, or real estate.
2. Does the estate include Pennsylvania real estate titled in the decedent's name alone?
Joint tenancy, tenancy by the entireties, and trust-owned real estate generally pass outside probate.
3. Did the decedent have a surviving spouse?
4. Who are the primary heirs or beneficiaries?
5. Are there significant outstanding debts or known creditor claims?
Include medical bills, personal loans, credit cards, or potential Medicaid estate recovery claims.
6. Is the will being challenged, or are family disputes likely?
7. Are there bank or financial accounts with no named beneficiary and no joint owner?
Get a definitive answer, free
This tool screens for eligibility but cannot replace a review of the actual assets and documents. We'll confirm which path is available in a brief consultation, no obligation.
Schedule Free Consultation
Important, not legal advice. This tool provides a general eligibility screening only. Pennsylvania's simplified estate procedures depend on specific statutory thresholds, asset classifications, and county court practice that vary by jurisdiction. The thresholds described reflect Pennsylvania law as generally understood and may not reflect recent amendments or county-specific procedures. Do not rely on this tool to make legal or financial decisions. Consult a licensed Pennsylvania attorney.
Want a copy of your results?
Enter your email and we'll send a summary along with some notes that may be helpful for your situation.