Preparing for Probate: Key Documents and Information to Collect Before Death
Disclaimer: This article is for informational purposes only and does not constitute legal advice. Consult a licensed Pennsylvania attorney for guidance tailored to your situation.
Why Early Preparation Matters for Pennsylvania Probate
Probate in Pennsylvania can take several months. Gathering essential documents and information before a loved one passes helps the executor file the will promptly and accurately. Early preparation reduces delays, limits disputes, and saves costs.
1. Personal and Family Details
- Full legal name, date of birth, and Social Security number of the decedent
- Names, addresses, and birthdates of spouse, children, and other heirs
- Marital status and date of marriage or divorce records
2. Estate Planning Documents
- Original will and any codicils; note location of safety deposit boxes or home safes
- Trust agreements, if applicable
- Durable power of attorney and healthcare directives
3. Asset and Financial Records
- Bank and investment account statements with account numbers
- Real estate deeds, mortgage statements, and property tax bills
- Vehicle titles and registration documents
- Retirement plans (401(k), IRA) and beneficiary designation forms
- Stock certificates, bonds, and promissory notes
4. Insurance Policies and Benefits
- Life insurance policies with policy numbers and beneficiary details
- Health, long-term care, and disability insurance information
- Pension, Social Security, Veterans’ benefits statements
5. Debts, Liabilities, and Expenses
- Credit card statements and loan agreements
- Outstanding bills (utilities, medical, property taxes)
- Final funeral and burial instructions, if available
6. Digital Assets and Online Accounts
- List of email addresses and passwords stored securely
- Social media accounts and digital photo repositories
- Online financial platforms and cryptocurrency wallets
7. Certified Death Certificate Requirement
After death, the executor must file a certified death certificate with the Register of Wills. Pennsylvania law requires a death certificate to open probate (20 Pa.C.S. § 3102).
Helpful Hints
- Create a centralized “personal binder” or digital folder for easy access.
- Review and update documents every 2–3 years or after major life events.
- Inform a trusted family member or executor of document locations.
- Keep original documents in a fireproof safe or with a secured custodian.
- Work with an attorney to ensure your will meets Pennsylvania formalities.