Estate Administration

Probate

When a loved one passes, the last thing your family should have to navigate alone is a court process. I guide personal representatives and families through Maryland and D.C. probate with clarity, efficiency, and compassion.

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Probate — Estate Administration

What is probate?

Probate is the court-supervised legal process of administering a deceased person's estate — validating their will (if one exists), identifying and inventorying assets, paying debts and taxes, and distributing what remains to the rightful beneficiaries.

Not every asset goes through probate. Assets held in a trust, accounts with named beneficiaries (like life insurance or retirement accounts), and jointly owned property typically pass outside of probate. But assets held solely in the deceased's name — a bank account, a home, an investment account without a beneficiary designation — must go through the process.

Maryland and D.C. each have their own probate procedures, timelines, and filing requirements. I handle both.

How the probate process works

01

File with the Register of Wills

Within 30–90 days of death

The personal representative (executor) files the will and a petition to open the estate with the Register of Wills in the county where the deceased lived. In D.C., this is filed with the Probate Division of Superior Court.

02

Inventory the estate

3 months after appointment

Identify, locate, and value all probate assets — real property, bank accounts, investments, personal property, and any other assets held in the deceased's name alone.

03

Notify creditors

6-month creditor claim period

Publish a notice to creditors in a local newspaper and notify known creditors directly. Creditors have a limited window to file claims against the estate.

04

Pay debts, taxes, and expenses

During administration

Valid creditor claims, funeral expenses, estate administration costs, and any applicable estate or income taxes are paid from estate assets before distribution.

05

Distribute to beneficiaries

After creditor period closes

After all debts and expenses are paid, remaining assets are distributed to beneficiaries according to the will — or, if there is no will, according to Maryland or D.C. intestacy law.

06

Close the estate

9–18 months total (typical)

File a final accounting with the court showing all receipts, disbursements, and distributions. Once approved, the estate is formally closed and the personal representative is discharged.

What I handle for you

As your probate attorney, I manage the legal side of estate administration so you can focus on your family. Here's what that includes:

Prepare and file all court documents
Obtain Letters of Administration or Testamentary
Advise the personal representative on their duties and liabilities
Prepare and file the estate inventory
Publish and respond to creditor notices
Review and contest improper creditor claims
Coordinate with accountants on estate tax filings
Prepare the final accounting for court approval
Facilitate asset distribution to beneficiaries
Handle real property transfers out of the estate
Resolve disputes among beneficiaries
Petition for small estate administration where eligible

Small estate administration

Not every estate requires full probate. Maryland and D.C. both offer simplified procedures for smaller estates — saving time, money, and court appearances.

Maryland

Small Estate Procedure

Available when the gross estate value is $50,000 or less ($100,000 if the surviving spouse is the sole heir). Uses a simplified filing process with the Register of Wills — no full probate required.

Threshold: $50,000 / $100,000

Washington D.C.

Summary Administration

Available for estates valued at $40,000 or less. Allows collection of assets through an affidavit procedure without opening a full probate estate in Superior Court.

Threshold: $40,000

When probate gets complicated

Most probate matters are straightforward — but some estates involve complications that require experienced legal guidance. I handle:

Will contests

A beneficiary or heir challenges the validity of the will based on lack of capacity, undue influence, or improper execution.

Creditor disputes

Creditors file claims that are improper, inflated, or time-barred — requiring review and formal objection.

Missing beneficiaries

A named beneficiary cannot be located, requiring court approval for alternative distribution.

Out-of-state property

The deceased owned real property in another state, requiring ancillary probate proceedings in that jurisdiction.

Insolvent estates

The estate's debts exceed its assets — requiring careful prioritization of creditor payments under state law.

Family disputes

Beneficiaries disagree about asset valuation, distribution, or the personal representative's conduct.

Common questions

How long does probate take in Maryland?

A typical Maryland probate estate takes 9–18 months from opening to closing. The creditor claim period alone is 6 months. Contested estates or those with complex assets can take longer. Small estate procedures can be completed in a matter of weeks.

Do I need an attorney to go through probate?

Maryland and D.C. do not require an attorney for probate, but the process involves court filings, legal deadlines, creditor notices, tax considerations, and personal liability for the personal representative. Most families find that having an attorney saves time, reduces stress, and prevents costly mistakes.

What is a personal representative and what are their responsibilities?

A personal representative (called an "executor" in some states) is the person appointed by the court to administer the estate. They are responsible for gathering assets, paying debts, filing tax returns, and distributing assets to beneficiaries — and they can be held personally liable for mismanagement.

What if there is no will?

If the deceased died without a will (intestate), the court appoints an administrator and distributes the estate according to Maryland or D.C. intestacy law. The order of priority typically goes: surviving spouse, children, parents, siblings, and more distant relatives. Unmarried partners receive nothing under intestacy law.

Can probate be avoided entirely?

Yes — with proper planning. Assets held in a revocable living trust, accounts with named beneficiaries, jointly owned property with right of survivorship, and transfer-on-death designations all pass outside of probate. This is one of the primary reasons I recommend a comprehensive estate plan before it's needed.

Ready to get started?

I'll walk you through your options — no pressure, no jargon. Just a plain conversation about protecting what matters most.

Prefer to call?

(240) 303-2529

Available Mon–Fri, by appointment