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Southwestern Pennsylvania Estate Planning & Probate Representation

Estate Planning & Administration
Planning Today to Protect Your Legacy

Estate Planning & Administration Lawyers in Westmoreland County

Estate planning ensures your assets are distributed according to your wishes after you pass. By setting up your estate plan now, you can enjoy greater peace of mind during your golden years and minimize probate complexities for your family. At Bumbaugh George, we can help you draft an estate plan that honors your wishes and upholds your legacy. 

  • Expert Estate Planning
  • Compassionate Support
  • Legacy Conservation
  • Diligent Administration

Estate Planning & Probate Administration Support

Whether you want to establish an estate plan or initiate the probate process, our skilled estate administration lawyers can support you every step of the way. 

  • Wills & Living Will
  • Trusts
  • Power of Attorney
  • Guardianships
  • Elder Law
  • Special Needs Planning
  • Probate
  • Probate Disputes
Wills & Trusts (1)

A will explains how you want your assets distributed after your death, while a living will outlines your preferences for life-sustaining treatment. Both documents allow you to retain control over your decisions when you’re no longer able to communicate them. At Bumbaugh George, our experienced and empathetic living will attorneys can draft your will to reflect your wishes and satisfy all relevant laws and regulations.

  • Wills & Living Will
  • Testamentary Trust Will
  • Joint Will
  • Living Will

A trust is a legal arrangement where one party (the trustee) manages the assets of another party (the beneficiary). Setting up a trust for your heirs has many benefits. Not only can it eliminate the need for probate, but it can also provide certain tax advantages. Additionally, it allows you to customize when and how your assets are distributed. Our skilled estate planning lawyers can help you select the right type of trust and structure it according to your goals.

  • Revocable Trust
  • Irrevocable Trust
  • Testamentary Trust
  • Living Trust
  • Charitable Trust
  • Special Needs Trust
  • Asset Protection Trust
  • Generation-Skipping Trust
Power of Attorney

A power of attorney (POA) is a legal document that grants someone the authority to make legal decisions on your behalf, from managing your finances to making your medical decisions. Appointing a POA you trust can provide great peace of mind. At Bumbaugh George, our legal team can ensure your POA paperwork is properly drafted, executed, and tailored to your unique needs.

  • Financial Power of Attorney
  • Durable Power of Attorney
  • Limited Power of Attorney
  • Springing Power of Attorney
  • Healthcare Power of Attorney

A guardianship is a legal arrangement where one person is court-appointed to make decisions on another person's behalf, due to disability or incapacity. Guardianships are typically used for minors and adults with disabilities. Whether you want to establish, terminate, or modify a guardianship, the legal team in Westmoreland County can help you complete the process.

  • Seamless Communication
  • Expert Guidance
  • Your Trusted Ally
  • Compassionate Understanding
Elder Law

Elder law is the area of legal practice that focuses on the needs and challenges of elderly individuals. It encompasses estate planning, long-term care planning, end-of-life planning, guardianships, and elder abuse advocacy. At Bumbaugh George, our elder law attorneys can manage these important matters for your elderly loved one with diligence and compassion.

  • Transparent Communication
  • Reliable Partnership
  • Deep Legal Expertise
  • Reliable Representation
Special Needs planning

Special needs estate planning enables you to establish trusts, guardianships, and other estate planning strategies for a loved one with a disability while preserving their eligibility for government benefits. Our team of special needs planning attorneys in Southwestern Pennsylvania can draft the necessary documents to ensure the financial and healthcare security of your loved one.

  • Clear Communication
  • Reliable Representation
  • Compassionate Advocacy
  • Empathetic Advocacy

Probate involves the administration and distribution of a deceased individual's estate. The process includes validating the will, settling debts and taxes, and distributing assets according to the will or state laws if there's no will. Managing these tasks can be daunting, especially while coping with grief. Thankfully, our empathetic probate attorneys are here to handle these matters on your behalf.

  • Clear Communication
  • Robust Legal Acumen
  • Reliable Representation
  • Empathetic Advocacy
Probate Dispute

During probate, disagreements can arise between parties. For example, there may be disputes over the validity of the will, creditor claims, or tax complications. At Bumbaugh George, our seasoned probate litigation attorneys can represent you in court or negotiate out-of-court settlements to ensure fair and equitable resolutions to these disputes.

  • Clear Communication
  • Dependable Support
  • Proven Legal Knowledge
  • Client-Focused Representation
Steadfast Support, Seamless Probate Administration

Providing Peace of Mind After a Loved One’s Passing

After losing a loved one, the last thing you want to do is worry about legal issues. At Bumbaugh George, our dedicated estate administration lawyers can take that burden off your plate. We’ll carry out the probate proceedings, from filing the initial petition to calculating your taxes per Pennsylvania state law. In turn, you can grieve your loved one knowing your legal matters are in good hands.  

  • Client-Centered Support
  • Straightforward Guidance
  • Efficient Execution
  • Compassionate Communication
Estate Planning - Probate
Notarization Icon
One-Stop-Shop Estate Planning

Convenient Notary Services Customized To Your Needs

Notarization certifies that your legal documents are signed willingly, verifies your identity, and ensures your estate plan is enforceable by law. For your convenience, we offer secure in-house and remote notary services at Bumbaugh George. 

Enjoy The Peace of Mind That Comes With Expert Estate Planning

Want to learn more about our estate planning and probate estate administration services? Book a FREE Estate Planning Legal Consultation with Bumbaugh George Attorneys at Law. Just call 724-864-6840 or fill out our Case Evaluation form.

Enjoy The Peace of Mind That Comes With Expert Estate Planning

Want to learn more about our estate planning and probate estate administration services? Book a FREE Estate Planning Legal Consultation with Bumbaugh George Attorneys at Law. Just call 724-864-6840 or fill out our Case Evaluation form.

Frequently Asked Questions (FAQs)

Do I need a lawyer to establish legal guardianship for adults with disabilities?

Adults with disabilities may not always be able to take care of themselves. In some cases, adult guardianship can provide these individuals with essential support. Establishing legal guardianship for adults with mental illness is a lengthy and intricate process. Therefore, it’s advisable to seek legal assistance from a guardianship attorney.

How long do you have to file probate after death?

Once a loved one has passed away, you’ll need to file their will and a petition to probate. In Pennsylvania, there’s no strict timeline to fulfill this process, but inheritance tax must be paid within nine months of the deceased’s death date unless you’ve been granted an extension. Schedule a consultation with our Westmoreland County probate attorneys to determine your case’s key deadlines. 

How long can you keep an estate open after death?

The time limit for keeping an estate open after death can range from a few months to several years. It depends on your jurisdiction and the complexity of your case. For the most efficient process possible, work with an experienced probate attorney in your area, like Bumbaugh George.

How much do elder law attorneys charge?

Pay structures for elder lawyers can vary. Some may charge a flat fee, while others charge by the hour. Estate planning costs ultimately depend on your lawyer’s pay structure, experience, location, and the details of your case. Luckily, many elder attorneys offer a free consultation so you can learn more about the scope and cost of their services.

When should I hire an elder law attorney?

You should hire an elder care lawyer if your estate plan is outdated or your health is deteriorating. You may also want to consult with an elder attorney if you suspect that elder abuse, neglect, financial exploitation, medical malpractice, or age discrimination is taking place. 

How long do you have to contest a will?

In Pennsylvania, you have up to one year to contest a will once it’s entered probate, though there are some exceptions. Your lawyer can determine if you have grounds and standing for contesting a will and assist with the process.

Who should I name as executor of my will?

Since your executor of estate will be responsible for administering your estate after your passing, you want to choose someone you trust who is organized and responsible. This can be a family member, close friend, or trusted professional, such as a lawyer or financial advisor. 

What happens if I die without a will?

If you pass away before drafting a will, your estate will be dispersed according to your state’s intestacy laws. These laws dictate the order in which your assets are allocated to your closest relatives and specify the portion each beneficiary receives, which may or may not reflect your wishes. By creating a will before you die, you can customize your estate’s administration and minimize estate taxes for your loved ones.

Can I contest a will?

Yes, you can contest a will if you have valid grounds and proper standing. Just keep in mind that some wills contain no-contest clauses, which stipulate that any beneficiaries who contest the will and lose may be disinherited. Our probate attorneys can help you evaluate the validity of your standing and grounds before you initiate any legal proceedings.

Learn About Estate Planning & Administration

While estate planning, probate, and administering an estate can feel overwhelming, we website provides a wealth of resources to simplify the process. 

Contact Us Today About Your Estate Plan or Probate Representation

    Contact Us Today About Your Estate Plan or Probate Representation