Pennsylvania Last Will and Testament Form

The Pennsylvania Last Will and Testament is a legal document that is to be prepared by a person also referred to as the Testator, to set fourth their estate, providing instructions with regard to how they wish their estate would be disposed of and to whom. The Testator may select and appoint their executor in this form, as well, the beneficiaries and bequeathed property may also be included in the document. The form must be completed while the Testator is of sound mind and may be changed or revoked at the discretion of the Testator.

Laws – Title 20 §2501, et seq.

How to Write

Step 1 – Download the document – Submit the Testator’s full name at the top of the form

  • Provide the full name of the testator
  • City
  • County
  • Read “Expenses and Taxes”

Step 2 – Appointment of Executor – The Testator may appoint their executor by provision of the following:

  • Executor’s full name
  • Address
  • County of residence
  • State of residence

If the appointed executor is unavailable, an alternate may be appointed in advance. Submit:

  • The name of the Alternate Agent
  • Address
  • County
  • State

Step 3 – Property Disposition – Submit all beneficiary information:

  • Beneficiary’s name
  • Address
  • Relationship
  • Required last four digits of the beneficiaries Social Security Number
  • Testator must read the next paragraphs
  • If additional instructions apply, add a separate sheet and attach it to this document

Step 4 – Titled Sections –

  • Omissions
  • Bond
  • Discretionary Powers of Personal Representative (subsections A through K)
  • Contesting Beneficiary
  • Guardian Ad Litem Not Required
  • Gender
  • Assignment
  • Governing Law

Step 5 – Binding Agreement – The Principal must read and agree to the first paragraph. Enter the following:

  • Testator’s name
  • Submit the date (dd/mm/yyyy)
  • Testator’s name
  • Printed name
  • Date of signature in dd/m/yy format
  • Testator’s name

Step 6 – Witness Signatures and Notary Public – All parties who will sign the form must be present before one another and a notary public

Witnesses –

  • Witnesses signatures
  • Witnesses Current addresses

Testamentary Affidavit –

  • The notary shall acknowledge the form upon completion
  • The notary will provide required names and information
  • Testator must enter their signature
  • Witnesses must enter signatures