Serves Lincoln, Knox, Sagadahoc, Waldo, Kennebec, and Cumberland counties from Damariscotta. Represents personal representatives in estate administration and ancillary administration, administers testamentary and living trusts, files estate and fiduciary tax returns, and handles will contests. Licensed in Maine and Massachusetts, with multi-jurisdictional work for summer residents.
Probate in Waldo County
Probate Court Record
Waldo County Probate Court
Waldo County
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How to file probate in Waldo County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Waldo County? →Settling an estate in Waldo County →
Trust Administration Firms Serving Waldo County
Serves clients throughout Maine from One Monument Way in Portland. Its Estate Planning & Elder Law attorneys guide personal representatives through probate administration, handle trust administration, and represent heirs and beneficiaries in will contests and disputes over the distribution of estate property. The firm has represented Maine people and businesses since 1881.
Serves clients in probate courts throughout Maine from Marginal Way in Portland. Its estate planning and administration team represents personal representatives, trustees, and beneficiaries in administering estates and trusts, handles guardianships and conservatorships, and with the firm's trial group represents clients in contested probate, will, and trust matters. Founded in 1965.
Serves clients throughout Maine from Waterville. Assists personal representatives with probate administration, including the inventory, accounting and distribution of estate assets, works with trustees to administer trusts, and handles guardianships, conservatorships and MaineCare long-term care applications. The firm is a member of the National Academy of Elder Law Attorneys (NAELA).
Represents clients across Maine from Portland, and meets clients in Norway and Rockland by arrangement. Probates estates, administers trusts, advises on estate, gift and fiduciary income tax, and represents parties in probate and trust litigation and in guardianship and conservatorship matters. Founded in 1992 as Maine's first boutique trusts and estates firm.
Serves clients throughout Maine from School Street in Rockland, with a focus on Knox, Lincoln and Waldo counties. Administers estates through the Probate Court, prepares federal and state estate tax returns, handles trust administration, guardianships, conservatorships and will contests. The firm was established in 1901 by Alan C. Bird.
All 10 Maine trust administration firms serving Waldo County →
Forms for Planning and Settling an Estate in Maine
Free Maine forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Maine.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
Pour-Over Will
In Maine, a pour-over will is signed before 218-C M.R.S. § 2-502Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.
Tools for Planning and Settling an Estate in Maine
Free calculators and checklists to plan or settle an estate in Maine: will and trust costs, probate, executor pay and taxes. Run each tool for Maine.
How Do I Settle a Trust?
Settling a trust in Maine happens outside court: the trustee acts under the state's Uniform Trust Code18-B M.R.S. § 101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 60 days18-B MRSA §§ 813, 1005, 105Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.
What's Fair Trustee Compensation?
In Maine, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Me. Rev. Stat. tit. 18-B, § 708Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
How Do I Settle an Estate?
Settling an estate in Maine: the personal representative files the estate inventory within 90 days18-C MRSA §§ 3-706, 3-707, 3-708Verified Sep 15, 2026View source of appointment; creditors have 4 months18-C MRS §§ 3-801, 3-803, 3-805, 3-806Verified Oct 18, 2026View source to present claims; a simple estate closes in 4 months to 6 months.
Do I Have to File Tax Returns for Someone Who Died?
Maine requires a final state income tax return for the decedent alongside the federal Form 104036 M.R.S. § 5111 (sub-§ 1-F rates; sub-§ 7 surcharge); § 5124-C, sub-§ 1-C (standard deduction); § 5403 (sub-§ 1 rate-table indexing; sub-§ 12 surcharge indexing); PL 2025 ch. 650 (LD 2212), Pts. DDDD and KVerified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
How Does Step-Up in Basis Work?
Inherited assets in Maine take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular rates36 M.R.S. § 5122 — modifications to federal AGI (no general capital-gains subtraction)Verified Sep 15, 2026View source.
