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Maryland Probate Checklist
Executor Estate Organizer
Your comprehensive checklist for managing the Maryland probate process as an executor or personal representative
This comprehensive checklist helps executors and personal representatives organize everything they need during the Maryland probate process. Use it to track documents, deadlines, and key steps from opening the estate through closing.
What's Inside
What's Inside the Checklist
Opening the estate checklist: Register of Wills filing, Letters of Administration
Document inventory: deeds, insurance, tax returns, financial accounts
Property management tasks: securing the home, utilities, insurance
Creditor notification and claims tracking
Tax filing deadlines: estate tax, inheritance tax, final income tax
Property sale preparation: title search, disclosures, pricing
Closing the estate: final accounting, distribution, discharge
How to Use
How to Use This Checklist
Download the PDF
Use the button below to get your free copy
Print or Save
Print it out or save it to your device
Check Off Tasks
Mark items as you complete them
Consult Your Attorney
Use it alongside your probate attorney's guidance
Download the Checklist
Click the button below to download your free Maryland Probate Checklist PDF.
Download the Maryland Probate ChecklistPDF format · Print-friendly · Free
Need Help?
Need Help With the Probate Process?
This checklist is a starting point. Every estate is different. If you need help with the real estate side (property valuation, repairs, cleaning out the home, or selling), I can help.
Marc Cormier
Maryland Probate Real Estate Specialist
Berkshire Hathaway HomeServices PenFed Realty
(301) 660-6272Legal Disclaimer
The information in this checklist is provided for educational purposes only and is not legal, tax, or financial advice. Probate laws vary, and every estate is different. Marc Cormier and Berkshire Hathaway HomeServices PenFed Realty are not acting as your attorneys or accountants. Before making legal decisions regarding an estate, consult with a competent Maryland probate attorney or other qualified professional familiar with your specific circumstances.
