Revocable living trust for Pennsylvania
A revocable living trust holds your property during your life and passes it on afterwards without probate, provided the property is actually moved into it.
$99, or $50 for a second household member ($149 for both). Includes 6 months of changes.
What you pay counts in full toward a package.
Who this is for
- You own a home and want it to pass without probate.
- You own property in more than one state and want to avoid a second probate.
- You want a plan that keeps working if you lose capacity, without a court appointing anyone.
- You would rather your estate not become a public court record.
What it does not do
- A trust that owns nothing does nothing. Signing it is the first half; retitling your assets into it is the second, and it is the half people skip.
- It does not reduce income tax, and a revocable trust does not reduce estate tax.
- It does not protect assets from your creditors. Revocable means you can undo it, which means it is still yours.
- It does not replace a will. The pour-over will is included because anything you never transferred still needs a will to catch it.
- Airlooms prepares the deed as a separate purchase and records it as a separate service. Signing the trust does not move your house.
How to sign it in your state
Pennsylvania
Revocable Living Trust
Sign the trust using the acknowledgment route printed in the package; coordinate all settlor and trustee signatures.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Certificate of Trust
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Assignment to Trust
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Trustee Acceptance
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Pour-Over Will
Sign with two witnesses. A notary is for the separate self-proving affidavit - not the will itself.
- Witnesses: 2, and they must be present at the signing.
- Notary: only for the separate self-proving affidavit, never as a substitute for the witnesses.
Who cannot witness: Avoid beneficiaries and anyone receiving a gift under the will.
20 Pa.C.S. §§ 2502, 3132.1
New York
Revocable Living Trust
Sign the trust using the acknowledgment route printed in the package; coordinate all settlor and trustee signatures.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Certificate of Trust
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Assignment to Trust
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Trustee Acceptance
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Pour-Over Will
Sign with two witnesses. A notary is for the separate self-proving affidavit - not the will itself.
- Witnesses: 2, and they must be present at the signing.
- Notary: only for the separate self-proving affidavit, never as a substitute for the witnesses.
Who cannot witness: Avoid beneficiaries; an interested witness can affect the witness's gift.
EPTL § 3-2.1; SCPA § 1406
New Jersey
Revocable Living Trust
Sign the trust using the acknowledgment route printed in the package; coordinate all settlor and trustee signatures.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Certificate of Trust
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Assignment to Trust
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Trustee Acceptance
Sign using the notarial certificate and capacity shown in the document.
- Witnesses: none required for this signing route. Use them only if the printed signing page calls for them.
- Notary: yes, the signature is acknowledged before a notary.
Pour-Over Will
Sign with two witnesses. A notary is for the separate self-proving affidavit - not the will itself.
- Witnesses: 2, and they must be present at the signing.
- Notary: only for the separate self-proving affidavit, never as a substitute for the witnesses.
Who cannot witness: Use disinterested witnesses even where an interested witness may be legally competent.
N.J.S.A. 3B:3-2; 3B:3-4
Get started
A living trust is bought to avoid probate and is very often bought and then left empty. The trust document is signed, filed carefully, and the house stays in your own name, which means probate happens anyway and the money was spent on paperwork.
So the honest order is: sign the trust, then fund it. Airlooms sells the core as a set because the trust needs its certificate, its assignment, its trustee acceptance and a pour-over will to be usable at all, and it sells the funding suite and the prepared deed separately because they are the work that comes after.
If you are not sure a trust is what you need, the will is cheaper and is the right answer for a lot of people. There is a page for that question rather than a card that assumes the answer.
Common questions
Do I need a trust or just a will?
Most people with a straightforward estate and one state's worth of property are well served by a will. A trust earns its price when there is real property to keep out of probate, property in a second state, or a wish for privacy and continuity if capacity fails.
What is a pour-over will and why is it included?
It is a will that sends anything you did not transfer into the trust at your death. Nobody funds a trust perfectly, so a trust without one leaves a gap. It is part of the core set for that reason.
What does funding mean?
Retitling assets into the trust's name - the deed to the house, brokerage accounts, business interests. An unfunded trust is a document about property it does not own, and the estate goes through probate anyway.
Why is this sold as a set?
A trust without its certificate, assignment, trustee acceptance and pour-over will is not usable. The certificate is what a bank asks for; the acceptance is what the trustee signs. Selling the trust alone would be selling something that does not work.
Does it avoid inheritance tax?
No. Pennsylvania inheritance tax applies to transfers at death regardless of whether a revocable trust holds the asset.
Included in
- Trust & Property, $129 for 28 documents, 57% less than buying the pieces. See what is in it