Estate Planning When You Move to PA
By Sean Quinlan, Esq. · Updated January 15, 2025
Moving to Pennsylvania does not invalidate your prior estate plan — but several PA-specific rules make a fresh review worthwhile.
Inheritance tax
PA inheritance tax now applies to your estate. Plan for the 4.5/12/15% rates by relationship.
POA
Banks will demand a PA-format POA with the statutory Notice and Acknowledgment, regardless of legal recognition.
Will and trust
Generally portable, but a PA review confirms self-proving affidavit compliance and updates beneficiary tax planning.
This article is general information about Pennsylvania law as of the update date above. It is not legal advice for your situation and does not create an attorney-client relationship. For advice on your specific facts, please schedule a consultation.
Talk with a Pennsylvania estate planning attorney.
Most plans take two meetings. The first is a consultation — clear, honest, and free of pressure.