Estate Administration

If you are interested in having us assist you with the estate administration process, we will email you the following sheets and set up a conference call.

  1. Our Information for Initial Probate Papers sheet lists the information we will need to complete the probate papers for you to sign at our first meeting.
    Information for Initial Probate Papers (PDF)
  2. Our Estate Items from Client sheet lists the paperwork we need you to bring in for our first meeting.
    Estate Items from Client (PDF)
  3. Our Initial Estate Paperwork sheet lists the documents we need you to sign at our first meeting.
    Initial Estate Paperwork (PDF)
  4. Our Schedule of Filing Deadlines lists all of the filings we will help you prepare to meet the Register of Wills, IRS, and Comptroller of MD deadlines.
    Schedule of Filing Deadlines (PDF)
  5. Our Memo discussing our Schedule of Filing Deadlines, covering everything we need to assist you with in administering the estate.
    Memo re: Schedule of Filing Deadlines (PDF)
  6. Calculation of Personal Representatives Commissions/Attorney’s Fees under Section 7-601 of the Estates and Trusts Article of the Code of MD.
    Personal Representative’s Commissions (PDF)
  7. Charts showing the MD Inheritance Tax, MD Estate Tax, and Federal Estate Tax which may be due on the estate.
    MD Inheritance Tax; MD Estate Tax Chart; Federal Estate Tax Chart