Official Pennsylvania Living Trust Form | Step-by-Step Guide

Manage and distribute assets while avoiding probate

Sales Tax: 6%Notary: $5Witnesses: 1

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REVOCABLE LIVING TRUST AGREEMENT
State of Pennsylvania

This Living Trust Agreement is made on [DATE] by:

GRANTOR/TRUSTOR:
Name: [YOUR NAME]
Address: [ADDRESS], PA [ZIP]

TRUSTEE:
Name: [TRUSTEE NAME] (may be same as Grantor)
Address: [ADDRESS], PA [ZIP]

SUCCESSOR TRUSTEE:
Name: [SUCCESSOR TRUSTEE NAME]
Address: [ADDRESS], PA [ZIP]

ARTICLE I — TRUST NAME
This trust shall be known as the "[YOUR NAME] Revocable Living Trust."

ARTICLE II — TRUST PROPERTY
The Grantor transfers the property listed in Schedule A to the Trustee to hold under the terms of this agreement.

ARTICLE III — DURING GRANTOR'S LIFETIME
The Trustee shall manage trust property for the benefit of the Grantor. The Grantor retains the right to amend, revoke, or terminate this trust at any time.

ARTICLE IV — UPON GRANTOR'S INCAPACITY
If the Grantor becomes incapacitated, the Successor Trustee shall manage trust assets for the Grantor's benefit.

ARTICLE V — UPON GRANTOR'S DEATH
Upon death, the Trustee shall distribute trust assets as follows:
1. [BENEFICIARY NAME]: [PERCENTAGE/DESCRIPTION]
2. [BENEFICIARY NAME]: [PERCENTAGE/DESCRIPTION]
3. [BENEFICIARY NAME]: [PERCENTAGE/DESCRIPTION]

ARTICLE VI — TRUSTEE POWERS
The Trustee shall have full power to invest, sell, lease, and manage trust property in accordance with Pennsylvania trust law.

This trust is governed by the laws of Pennsylvania (PA Statutes).

GRANTOR SIGNATURE: _____________________ DATE: _____
TRUSTEE SIGNATURE: _____________________ DATE: _____

NOTARY:
State of Pennsylvania, County of [COUNTY]
Subscribed and sworn before me this ___ day of _______, 20__.
Notary Public: _____________________

SCHEDULE A — TRUST PROPERTY:
[LIST ALL PROPERTY TRANSFERRED TO TRUST]

Where to File Your Living Trust in Pennsylvania

Visit your local County Clerk office to file or notarize your Living Trust.

Philadelphia County Clerk

Philadelphia

City Hall, Philadelphia, PA 19107

Allegheny County Clerk

Pittsburgh

436 Grant St, Pittsburgh, PA 15219

Dauphin County Clerk

Harrisburg

101 Market St, Harrisburg, PA 17101

Living Trust Costs in Pennsylvania

Estimated fees and processing times

Fee TypeCostNotes
Notary Fee$5-$15 (if required)Pennsylvania standard rate: $5
Filing FeeVaries by stateState registration (if applicable)
Processing Time1-3 business daysTypical turnaround in Pennsylvania
Sales Tax6%Pennsylvania base rate (local taxes may apply)
Witness Requirement1 witnessSingle witness sufficient
Our TemplateFREEDownload instantly, no cost
Fees shown are Pennsylvania-specific estimates. Contact your local office for exact pricing.
MCE
Reviewed & Fact-Checked

Michael Chen, Esq.

Real Estate Law Consultant

Bar Certified, Real Estate Expert

Expert in property transactions and real estate documentation

This Living Trust template for Pennsylvania has been reviewed for accuracy and legal compliance.

Last reviewed: March 2026

Pennsylvania Living Trust Legal Guide

According to Pennsylvania laws, this agreement holds legal weight once properly signed and notarized, ensuring compliance with state regulations.

Under Pennsylvania State Code, residents of Pennsylvania must ensure this Living Trust complies with all state requirements. The current sales tax rate is 6%, and notarization costs between $5. One witness is required in PA.

Using this template ensures you're protected under Pennsylvania law while saving time and money on legal fees.

grantortrusteesuccessor trusteetrust assetsrevocable trustavoid probatetrust fundestate planning
Pennsylvania residents searching for a reliable Living Trust template have come to the right place. Our form is tailored to PA statutory requirements and updated for 2026, giving you a legally sound starting point.

Your Pennsylvania Filing Guide

After downloading, take your time filling in each section. PA statutes require that all information be accurate and current. Once signed by all parties, determine whether Pennsylvania requires you to file the document with a government office, record it with the county, or simply retain it for your records.

Pro Tips for Pennsylvania Residents

- **Use blue or black ink** when signing physical copies in Pennsylvania
- **Keep digital backups** of all signed documents
- **Check for local county requirements** that may apply in addition to PA state law
- **Don't backdate** — Pennsylvania courts view backdated documents unfavorably
- **Consult an attorney** for transactions exceeding $10,000 in value

Enforceability in Pennsylvania

A Living Trust that meets all PA requirements is fully enforceable in Pennsylvania. Courts in Pennsylvania have consistently upheld documents that demonstrate clear intent, proper execution, and compliance with state formalities. Keep your original signed copy in a secure location.

PA Compliance Checklist

Before finalizing your Living Trust, verify that it meets Pennsylvania's legal standards:
- Full legal names and addresses of all parties
- Clear description of the subject matter
- Consideration or purpose stated explicitly
- Dated and signed by all required parties
- Notarized if mandated by PA statute

FAQ: Living Trust in Pennsylvania

Is a Living Trust required in Pennsylvania?

Yes, in Pennsylvania, a Living Trust is required for most transactions of this type. Under Pennsylvania State Code, the document must include all parties' information, be signed, and witnessed by at least one individual. Failure to use a proper Living Trust may result in legal complications.

Does a Living Trust need to be notarized in Pennsylvania?

Notarization requirements in Pennsylvania (PA) vary by transaction type. Notary fees in the state typically range from $5. While not always mandatory, notarization adds an extra layer of legal protection and is recommended for high-value transactions.

What are the tax implications of a Living Trust in Pennsylvania?

Pennsylvania has a base sales tax rate of 6%. Depending on the type of transaction documented in your Living Trust, additional local taxes may apply. Consult with a Pennsylvania tax professional for specific guidance on your situation.

What is the difference between a living trust and a will?

A living trust avoids probate and takes effect immediately, while a will goes through probate after death. A trust provides privacy (not public record), can manage assets during incapacity, but requires transferring assets into the trust to be effective.

Do I still need a will if I have a living trust?

Yes, a "pour-over" will is recommended to catch any assets not transferred to the trust during your lifetime. The will directs those assets into the trust. You also need a will to name guardians for minor children.

Can I be my own trustee?

Yes, most people serve as their own trustee of their revocable living trust. You maintain full control of your assets during your lifetime. A successor trustee takes over if you become incapacitated or pass away.

Pennsylvania Living Trust Requirements

Review the following requirements to ensure your Living Trust is legally valid in Pennsylvania.

Grantor must be of sound mind
Successor trustee named
Trust property listed in schedule
Notarization required
Trust must be funded (assets transferred)
Revocation clause included
Distribution instructions specified
Incapacity provisions included
Governing law stated
Signed by grantor and trustee

Pennsylvania Notarization

While notarization may not be required in Pennsylvania, it is recommended. Fees range from $5.

Before You Sign

Review all information carefully. In Pennsylvania, a 6% sales tax may apply.

Legal Protection

Keep copies of all signed documents. Pennsylvania law requires all parties to receive copies of executed documents.

Pennsylvania Filing Deadlines

Check Pennsylvania deadlines for filing or recording this document with the appropriate county clerk's office.

Document Information

Document
Living Trust
State
Pennsylvania (PA)
Category
Estate Planning
Format
PDF / Word / Print
Cost
100% Free
Sales Tax
6%
Notary Fee
$5

Pennsylvania Legal Requirements

Governing Statute:

State Law

  • Consult with a licensed attorney for specific requirements

Legal Disclaimer

This template is for informational purposes only and does not constitute legal advice. Laws in Pennsylvania may change. Consult a licensed attorney for advice specific to your situation.