Legal Question in Wills and Trusts in Pennsylvania

Advice on correct form to use to fill out my own will.

I want to fill out my own will, and do not know which form to use. I am divorced, age 54, have a ''significant other'', but do not live together. Would you be able to inform me which forms I need? I live in the state of Pennsylvania.

Thank You

Bev


Asked on 8/28/04, 7:21 pm

1 Answer from Attorneys

Miriam Jacobson Retired from practice of law

Re: Advice on correct form to use to fill out my own will.

There are many forms on the market for people to create their own wills. However, you need legal advice in order to properly plan how you want your estate administered and distributed. Your question did not mention if you have children, if you have a large or small estate, expectations of inheritance, pension plans, and many other issues.

There are too many cases where inadequate or even invalid wills have been "filled in" and signed, and are not in the proper form to be admitted to probate, or do not take care of all of the issues that should be resolved. Obviously, finding this out after a person has died is too late to make any corrections.

In addition, everyone should have a durable power of attorney and advance health care directives (sometimes referred to as Living Will), with appointment of health care agents to enforce or make health care decisions when you are incapable of speaking on your own behalf.

You may want to look at a form just to see some of the questions that you should answer, but the forms will probably not be comprehensive. You may go to http://www.miriamjacobsonlaw.com/RealtyAndEstatesLaw/Q-WILNFO.txt to download a checklist of questions and information that will assist you in gathering the information.

You would be best served by finding an estate planning attorney near you, to review your situation and your goals, all of the necessary information, and to help you plan and create the needed documents.

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Answered on 8/30/04, 10:00 am


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