Pennsylvania Revocable Living Trust + Pour-Over Will Mini Kit (3 Templates)

Pennsylvania Revocable Living Trust + Pour-Over Will Mini Kit (3 Templates)

The living-trust core: a Pennsylvania revocable living trust, a pour-over will, and a general assignment of personal property to the trust.

What's included

• Revocable Living Trust (11 pages): a single-settlor trust under the Pennsylvania Uniform Trust Act (20 Pa.C.S. chapter 77) that states it is revocable, with incapacity and successor trustee provisions, lifetime terms written to fit the realty transfer tax definition of a living trust, Schedule A (trust property), and a Certification of Trust with all eight items of 20 Pa.C.S. § 7790.3.
• Pour-Over Will (9 pages): a will that sends assets left in the signer's individual name into the living trust at death (20 Pa.C.S. § 2515), names an executor and a guardian for minor children, and includes the self-proving acknowledgment and affidavit of 20 Pa.C.S. § 3132.1, reproduced verbatim. A pour-over will does not by itself avoid probate.
• General Assignment to Trust (5 pages): assigns household goods, personal effects and other personal property to the revocable living trust, with trustee acceptance and a schedule for specific items.

Each document starts on its own page with plain-English completion notes, followed by the blank form. Where Pennsylvania law supplies a form, the statutory wording is reproduced verbatim.

Signing requirements (Pennsylvania)

• Revocable Living Trust: signed by the settlor (20 Pa.C.S. § 7732). No witnesses or notary are required; a notary acknowledgment is recommended.
• Pour-Over Will: in writing and signed at the end (20 Pa.C.S. § 2502). Two witnesses are required only for a will signed by mark or by another, but are recommended for probate; the self-proving acknowledgment and affidavits are signed before a notary (§ 3132.1).
• General Assignment to Trust: signed by the owner and accepted by the trustee; a notary is optional and recommended.

File formats

Editable Word (.docx) and print-ready PDF (US Letter) for every document, delivered as a ZIP digital download. Nothing is shipped.

Legal research last verified September 29, 2026.

This is a fill-in template, not legal advice. Laws change; check your state's current requirements before signing.

Licensed to the original purchaser for personal use only; not for resale or redistribution.

Some content in this template was drafted with the help of AI tools and reviewed before listing.