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Maryland Probate Checklist
10 steps every Personal Representative should know before selling an estate home
Being named Personal Representative comes with significant responsibility. You are accountable to the court, the heirs, and the estate's creditors. This checklist covers the critical steps you need to take in the first weeks after being appointed, from filing the initial paperwork to preparing the property for sale.
Marc Cormier has compiled this checklist from close to 1,000 homes sold in Maryland, Virginia, and Washington DC. These are the steps that experienced Personal Representatives follow to avoid costly mistakes, court delays, and legal complications.
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Preview
What's Inside the Checklist
Here is a preview of the steps covered in the full Maryland Probate Checklist. Get the complete version with all 10 steps, plus critical deadlines and document requirements.
Obtain certified copies of the death certificate (you will need 5-10 copies for banks, title companies, and government agencies)
Locate the original Will and file it with the Register of Wills within 20 days of death (even without a Will, you must notify the court)
File a Petition for Probate and obtain Letters of Administration or Letters Testamentary before you can act on the estate
Open a separate estate bank account (EIN required from the IRS) for all estate income and expenses
Secure the property: change locks, arrange for lawn maintenance, and verify that insurance covers a vacant home
Order a property valuation and title report to understand what the estate owns and owes
Plus 4 more critical steps in the full checklist
Who Needs This
This Checklist Is For You If
You were named Personal Representative or Executor of a Maryland estate
You inherited a house and need to understand your legal obligations
You are an attorney or estate planner looking for a practical reference for clients
A family member recently passed and you are helping with the estate
About the Author
Created by Marc Cormier,
Maryland Probate Real Estate Specialist
With 27 years in real estate and close to 1,000 homes sold, Marc has built his practice around the probate, distressed, and trustee sale transactions that other agents avoid. He holds seven professional designations including SRES, CDREE, CDPE, CIPS, RCC, and CLHMS, and has been recognized as a Top Producer by the Northern Virginia Association of Realtors.
Legal 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.
