Ask Terry Questions Wills in Pennsylvania

Wills in Pennsylvania

By Terry Savage on May 25, 2026 | Financial Planning / Retirement

When am I requireed to process my will through a probate court?

Terry Says

The purpose of probate is to transfer title to financial assets designated in a will. So if you leave your home, or your bank account, or any asset (other than a retirement account or life insurance, which have named beneficiaries), then your executor must go through the probate process in order to distribute your assets.

I think if you’ll want this short video I made, you’ll understand better.
https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4

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