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Probate is the legal process of administering the estate of a deceased person, resolving any claims and ultimately distributing the deceased person's property under the declaration of the deceased’s Last Will & Testament. A probate court decides the legal validity of a testator's will and grants its approval by granting probate to the executors. Until such time as probate is granted and after any due taxes have been deducted, the assets and property forming the wealth of the estate, remains locked - out of the reach of any beneficiaries.

The Stages of Estate Administration in Maryland

Understanding Estate Administration in Maryland

Losing a loved one is never easy. Along with the emotional challenges, there are practical steps that must be taken to settle their affairs. This process is called estate administration, and in Maryland, it involves several key stages. While this article is meant to give you a general understanding of how estate administration works, it is not legal advice. Because every estate is unique, you should speak with one of our qualified Maryland estate administration attorneys to get guidance for your situation.

First Steps After a Loved One Passes

Before beginning any legal process, a few immediate matters often need attention:

  • Arranging funeral or memorial services
  • Ensuring care for minors, dependents, or pets
  • Securing the home and personal belongings
  • Collecting important documents like wills, trusts, and financial records

Once these urgent needs are handled, it’s time to begin the legal process of administering the estate.

The Basics of Estate Administration

Estate administration is the legal process of managing someone’s affairs after they pass away, such as paying debts, filing taxes, and distributing assets to beneficiaries. In Maryland, this may involve probate, a court-supervised process that gives legal authority to an executor or personal representative.

Key steps often include:

  1. Opening the Estate – Filing with the Register of Wills, Appoint the Personal Representative, and publish notice in the newspaper.
  2. Gathering Assets – Identifying bank accounts, real estate, investments, and personal property.
  3. Paying Debts and Expenses – Covering funeral costs, taxes, and valid bills.
  4. Filing Taxes – Submitting any required final income, estate, or fiduciary returns.
  5. Distributing Assets – Transferring what’s left to beneficiaries according to the will or Maryland law.
  6. Closing the Estate – Completing final reports and formally settling the estate.

If a trust is involved, a similar process applies, but usually without court involvement.

Why Legal Guidance Matters

Estate administration involves legal filings, financial management, and tax reporting, all within specific deadlines. Mistakes can cause delays or personal liability for the executor. Working with one of our experienced attorneys to help ensure everything is handled correctly and efficiently.

Final Thoughts

Settling an estate can feel overwhelming, but you do not have to do it alone. Understanding the basic steps can bring clarity and professional guidance can make the process smoother and less stressful. If you have recently lost a loved one and need help navigating estate administration in Maryland, we are here to assist you with compassion and experience.