ExecutorPilot
Reader Companion

You're in the right place.

Welcome — you're reading The Pennsylvania Executor's Handbook. The working tools that go with the book are below, free.

The book walks you through Pennsylvania's process. These are the two things you'll actually use week to week.

The PA deadline calculator

Enter the date of death and every Pennsylvania deadline is calculated for you — the 3-month window to earn Pennsylvania's 5% early-payment discount, the 9-month Inheritance Tax return (REV-1500), the creditor period that runs from the day you advertise the grant of Letters, and the decedent's final 1040. You can send them all to your phone's calendar.

The First 30 Days checklist

A printable one-pager for the part that feels most overwhelming: what to do, in order, before you're even sure what you're doing.

Send me the free companion tools

Both free. Sign up and the checklist downloads right here; the calculator is linked just below. I'll also send the occasional note when Pennsylvania's rules actually change — which matters, because the deadlines in your estate don't care that the law moved.

No spam, unsubscribe anytime. ExecutorPilot is an educational resource, not a law firm.

Reading the book? Open the free deadline calculator and you can download your Pennsylvania deadlines as a calendar file — Apple Calendar, Google Calendar or Outlook — with reminders set at 90, 60, 30, 14, 7 and 1 day before each one. Nothing is stored by us; the file is built in your own browser.

Haven't read the book yet?

The Pennsylvania Executor's Handbook is the whole process in plain English — the 9-month Pennsylvania Inheritance Tax return (REV-1500) and the 5% discount you earn by paying within three months of death, the inheritance-tax rates set by who inherits rather than by how large the estate is, the creditor period that runs from the day you advertise the grant of Letters rather than from the date of death, and a red-flag list telling you exactly when to stop and call an attorney.

Get the paperback on Amazon →

You can also read the free Pennsylvania guides here: Pennsylvania inheritance tax — who pays the 10%.

Want the full working system?

The Pennsylvania Executor Compliance Kit is the book's toolkit taken further: the deadline calculator, fourteen editable letter templates, the expense and creditor trackers, and an estate accounting workbook that builds your final accounting, checks it against your bank statement, and prints a summary for the beneficiaries — plus free updates as Pennsylvania's rules change. One time, no subscription.

See the PA Compliance Kit →

Not sure which you need? Compare the Book, Toolkit and ExecutorPilot Live →

See real pages from inside the kit →  ·  30-day money-back guarantee.

30-day money-back guarantee — if it isn't the help you needed, email and I'll refund you in full. No forms, no questions.