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Overview Estate Law

Browse all Maryland attorneys

Revocable Living Trust for Maryland ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Maryland Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Maryland Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Maryland Healthcare Power of AttorneyName someone to make medical decisions if you can't.Maryland Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 33 states and the District of Columbia.Maryland Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Maryland EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.Maryland Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Maryland Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Maryland Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Maryland Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Maryland Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its closing instructions, and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

Maryland Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Maryland Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Maryland Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Maryland Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Maryland Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Maryland Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Maryland Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Maryland Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Maryland Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Maryland Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Maryland TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Maryland Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Maryland Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Maryland Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Maryland Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Maryland Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Maryland What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Maryland Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Maryland Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Maryland Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Maryland Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Maryland Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Maryland Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Maryland Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Maryland Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Maryland Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Maryland Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Maryland Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Maryland Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Maryland Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Maryland Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Maryland Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Browse all Maryland institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Maryland Residents Maryland Last Will and Testament Maryland Pour-Over Will Maryland Healthcare Power of Attorney Maryland Financial Power of Attorney Transfer on Death Deed Maryland Vehicle Transfer on Death Maryland EIN Application Maryland Petition for Probate and Letters Maryland Notice to Creditors Maryland Renunciation of Executor Affidavit of Heirship Small Estate Affidavit Maryland Estate Inventory Maryland Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Maryland Estate Planning Cost Calculator Maryland Revocable Living Trust Cost Calculator Maryland Will Cost Calculator Maryland Life Insurance Calculator Maryland Beneficiary Designation Checker Maryland Name a Guardian Guide Maryland Burial & Cremation Law Guide Maryland Signing Requirements Checker Maryland Document Portability Checker Maryland Trust Need Assessment Maryland TOD Deed Assessment Maryland Vehicle TOD Assessment Maryland Trust or Will Decision Tool

Someone I love died

Maryland Death Certificate Calculator Maryland Probate Decision Tool Maryland Estate Settlement Plan Maryland What to Do When Someone Dies Checklist

I'm an executor

Maryland Probate Cost Calculator Maryland Executor Fee Calculator Maryland Self-File Probate Assessment Maryland Executor Appointment Guide Maryland Creditor Claims Deadlines Maryland Insolvent Estate Calculator Maryland Personal Property Value Estimator

I'm a trustee

Maryland Trustee Compensation Calculator Maryland Trust Settlement Plan

I'm inheriting

Maryland Who Inherits Calculator Maryland Estate & Inheritance Tax Calculator Maryland Inheritance Tax Guide Maryland Step-Up Basis Calculator Maryland Post-Death Tax Filing Guide

Maryland Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Financial Institutions→Maryland

Estate Planning and Insurance Companies in Maryland

Estate planning procedures for financial institutions serving Maryland. Find how to add beneficiaries, fund trusts, and file death claims.

State

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Category

All Categories710 Banks200 Brokerages85 Credit Unions165 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

113 institutions in Insurance Companies serving Maryland

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Erie Insurance

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

First National Bank

Bank serving the Southeast, Northeast, and more

First National Bank

Aetna

Insurance Company serving all 50 states

Aetna

Aflac

Insurance Company serving all 50 states

Aflac

VALIC

Insurance Company serving all 50 states

VALIC

Allianz Life

Insurance Company serving all 50 states

Allianz Life

Allstate

Insurance Company serving all 50 states

Allstate

American Equity

Insurance Company serving all 50 states

American Equity

American Family

Insurance Company serving all 50 states

American Family

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Revocable Living Trust
Last Will and Testament
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Healthcare Power of Attorney
Financial Power of Attorney
Transfer on Death Deed
Vehicle Transfer on Death

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Who Inherits
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