Fiduciary Deed for use by Executors, Trustees, Trustors, Administrators and other Fiduciaries - Pennsylvania 2026

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The document is a Fiduciary Deed prepared by U.S. Legal Forms, Inc. for use in Pennsylvania. It provides instructions for completing the form, including how to unlock and fill in fields using Microsoft Word. The deed outlines the transfer of property from a Grantor to a Grantee acting as a trustee, with specific legal disclaimers regarding its use and limitations, particularly concerning coal rights and subsidence issues. It includes sections for signatures, notary acknowledgment, and certification of the Grantee's address.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the date of the deed at the top of the form. This is crucial as it establishes when the transaction is effective.
In the 'Grantor' section, input your name and title (e.g., Executor, Trustee) to identify yourself as the party transferring property.
Next, fill in the 'Grantee' section with the name of the individual or entity receiving the property. Ensure accuracy to avoid future legal issues.
Provide a detailed legal description of the property being conveyed in Exhibit A. This may require consulting existing property records.
Complete any necessary witness signatures and notary sections at the end of the document to validate your deed legally.

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What is the difference between a fiduciary deed and an executor deed?

A fiduciary deed is used to transfer property when the executor is acting in his official capacity. A fiduciary deed warrants that the fiduciary is acting in the scope of his appointed authority but it does not guarantee title of the property.

What is a fiduciary deed in PA?

A Fiduciary refers to any individual acting on behalf of another, and in Estate Planning this often means in a legal capacity. An Executor, on the other hand, is a much more narrow responsibility. Executors can only act on the terms laid out in a Will.

Are executor and fiduciary the same thing?

Higher regulatory burden: The flip side of being held to a higher regulatory or at least professional standard is that a fiduciary might not have as much flexibility as a non-fiduciary. So, it might take more time for certain decisions to get approved by their compliance team, for example.

What is a fiduciary deed used for?

3351. Except as otherwise provided by the will, if any, the personal representative may sell, at public or private sale, any personal property whether specifically bequeathed or not, and any real property not specifically devised, and with the joinder of the specific devisee real property specifically devised.