Most estate planning content online was written for a different state. These are written for Pennsylvania.
Nobody in this market runs this piece. If you have no spouse and no children, the Commonwealth takes a share almost nobody warns you about, and there are four levers that reduce it.
Section 5608.1 gives the institution seven business days to accept or ask, and five more after that. Most refusals end when someone puts the statute in writing.
The inheritance tax return drives the entire probate timeline, and the 5% discount is decided in the first three months, usually before anyone has called a lawyer.
The Pennsylvania Power of Attorney Checklist, plus a short email when something changes in this state’s estate law. No sales sequence.