Maryland Estate Planning Drafting Software
Maryland has both an estate tax ($5 million exemption) and an inheritance tax. The inheritance tax is 10% on non-exempt beneficiaries; spouses, parents, grandparents, children, siblings, and descendants of children are exempt. Small estate administration applies at $50,000 generally, or $100,000 when the surviving spouse is the sole heir or legatee.
Quick Facts
- State Estate Tax
- $5,000,000 exemption
- Small Estate Threshold
- Small estate administration applies to estates of $50,000 or less, or $100,000 or less when the surviving spouse is the sole heir or legatee.
- Property System
- Common Law
Practice Snapshot for Maryland Attorneys
Estate planning in Maryland is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $5,000,000. Small estate administration applies to estates of $50,000 or less, or $100,000 or less when the surviving spouse is the sole heir or legatee.
Local practitioners routinely navigate: Both estate tax ($5M) and inheritance tax, Inheritance tax: 10% on non-exempt beneficiaries (spouse, parents, grandparents, children, siblings, and descendants of children are exempt), Elective share for surviving spouse, and Small estate threshold is $50,000 generally, or $100,000 when the surviving spouse is sole heir or legatee.
Common Maryland filings and forms include: Maryland Statutory Power of Attorney, Maryland Advance Directive, and Maryland Inheritance Tax Return. Key Maryland statutory touchpoints include: Maryland Estate Tax (Tax-General Article), Maryland Inheritance Tax, and Maryland Trust Act.
Key Considerations for Maryland Attorneys
- —Both estate tax ($5M) and inheritance tax
- —Inheritance tax: 10% on non-exempt beneficiaries (spouse, parents, grandparents, children, siblings, and descendants of children are exempt)
- —Elective share for surviving spouse
- —Small estate threshold is $50,000 generally, or $100,000 when the surviving spouse is sole heir or legatee
- —Register of Wills handles probate
Maryland-Specific Documents
Drafting language and formatting drawn from Maryland statutory references and local recording practices, ready for attorney review and edit.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Maryland Statutory Power of Attorney
- —Maryland Advance Directive
- —Maryland Inheritance Tax Return
Maryland Estate Planning Laws
- —Maryland Estate Tax (Tax-General Article)
- —Maryland Inheritance Tax
- —Maryland Trust Act
What Statular Offers Maryland Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview, plus secure client messaging for follow-up.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Maryland attorneys using Statular for estate planning document automation.
7 days free · No credit card
Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules