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.