1Immediate Actions
The first days
First: Get Death Certificates
Required for everythingPennsylvania Division of Vital Records
Office info
Secure the Property
- Lock the residence and secure valuable items
- Forward mail to a responsible family member
- Make a list of what you find (don't throw anything away yet)
Locate Important Documents
2Required by Law
Legal duties
Deposit the Will
File with the Union County Register of Wills as required by Pennsylvania probate procedure; confirm local appointment, original-document, and fee requirements with the office.
Creditor claim window
Creditors generally have 12 months from first complete advertisement of grant of letters to bring claims against the estate. (20 Pa.C.S. Section 3532)
Notify Key Parties
- Banks and credit card companies (to prevent unauthorized use)
- Social Security Administration (1-800-772-1213)
- Employer (if applicable) for final paycheck and benefits
3Assess Your Situation
Before filing anything
Which probate type is right for you?
Small estate? If the estate is worth less than the Pennsylvania small-estate limit (shown on the options below), you may qualify for simplified procedures.
Is there a valid will? If yes, you'll file for probate through the Register of Wills. If no will exists, it's estate administration through the Register of Wills.
Complex assets? Business interests, real estate in multiple states, or contested claims may require Register of Wills or Orphans' Court administration.
Select a probate type below to see specific requirements and costs.
Which applies to your situation?
Not sure? Use the free checker at the top of this page - you don't have to decide this alone.
The Orphans' Court fee schedule lists small-estate petition fees. Confirm current Union County small-estate petition handling before use.
- Qualifies:
- $50,000 gross personal property, subject to statutory exclusions
This is a court-directed petition process, not a generic bank affidavit. County petition packets and notice requirements require county hardening.
The county Register of Wills page identifies probate of wills, appointment of estates without a will, and estate-record maintenance. County-specific intake and fee details require office confirmation before filing.
- Qualifies:
- Larger estates, or when no simplified option fits
No statewide source found in this pass that requires an attorney for every probate filing. County forms and local practice still need hardening before self-help copy.
20 Pa.C.S. Section 3101 allows limited payment of certain wages, deposit accounts, patient-care accounts, life-insurance amounts payable to an estate, and unclaimed property without letters when the statute's amount, relationship, and documentation requirements are met.
4File for Probate
Where to file, forms & fees
County filing checklist
Union County probate filing checklist
Use this checklist to confirm the local Pennsylvania Register of Wills and Orphans' Court, compare common probate paths, gather starting documents, and verify county packet instructions before filing. This is an informational checklist, not legal advice, a court-approved packet, or a replacement for county filing-office instructions.
Where to verify locally
- Register of Wills and Orphans' Court
- Union County Court of Common Pleas - Orphans' Court Division
- Clerk
- Union County Register of Wills
- Address
- Union County Courthouse, 103 S. Second Street, Lewisburg, PA 17837
- Phone
- (570) 524-8762
- Hours
- 8:30 AM to 4:30 PM
Starting documents to verify
Statewide starting documents
- County Register of Wills probate or administration petition packet (County ROW packet)
- Certified death certificate
- Original will and codicils if applicable
- Petition details for letters
- Renunciations, consents, or bond papers if applicable
- Short certificate or certified-copy request if applicable
Filing fees and deadlines
Filing fees
- Union County's Register of Wills grant-of-letters (probate) fee is graduated on the estate value, set by the county Register of Wills. From the county 17th Judicial District Orphans' Court fee bill effective November 14, 2025, a petition to settle a small estate is $42 and a certificate is $9, and a $41.25 Judicial Computer Project fee applies to grants of letters and other petitions. Confirm the current graduated grant-of-letters amount on the county fee schedule before filing. Source: Union County 17th Judicial District Orphans' Court fee bill, effective November 14, 2025.
Deadlines
- Creditor claims period: 12 months.
Official links and help
Not sure probate is required for this estate? Start with the free assessment.
Check if probate is neededChecklist details combine county source links with Pennsylvania statutory and state-default source records.
This informational filing guide is not legal advice or a court-approved packet. Confirm final instructions, forms, fees, and filing options with the listed official sources before filing.