Maryland Estate Planning Drafting Software
Maryland has both an estate tax ($5 million exemption) and an inheritance tax (10% on non-lineal heirs). This dual tax system requires careful planning, especially for estates passing to non-family members. Close relatives are generally exempt from inheritance tax.
Quick Facts
- State Estate Tax
- $5,000,000 exemption
- Small Estate Threshold
- $50,000
- 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 procedures are available for estates up to $50,000.
Local practitioners routinely navigate: Both estate tax ($5M) and inheritance tax, Inheritance tax: 10% for non-lineal relatives, Elective share for surviving spouse, and Register of Wills handles probate.
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% for non-lineal relatives
- —Elective share for surviving spouse
- —Register of Wills handles probate
Maryland-Specific Documents
State-specific drafting language and formatting aligned with Maryland statutes and local recording practices.
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.
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.
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Join Maryland attorneys using Statular for estate planning document automation.
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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