Please follow the link to either print and mail, or save on your computer, fill out, and return via email.  This form helps us greatly in properly understanding your individual needs and wishes.  Allowing us to review these forms prior to our first meeting minimizes your time and costs.

Married Questionnaire

Single Questionnaire

Special Needs

State of Maryland - Register of Wills

The Office of Register of Wills is a public office established under the Constitution of the State of Maryland. The Constitution provides for a Register from each county and the City of Baltimore. Each Register is elected by qualified voters for a four-year term of office at the time of the gubernatorial election.

The Register of Wills is responsible for appointing personal representatives to administer decedents’ estates and for overseeing the proper and timely administration of these proceedings. We also perform the following duties: assist and advise the public in the preparation of all required forms; maintain and preserve the permanent record of all proceedings; serve as the Clerk to the Orphans’ Court; track estates and refer delinquent matters to the Court; determine and collect inheritance taxes and probate fees/court costs; audit accounts of personal representatives and guardians; mail various notices and court orders to interested persons; and, verify compliance with court orders. As a service we provide safekeeping for wills of living persons.



What Is Probate ?

The literal interpretation means to prove, as in proving one's will. It can be done administratively in the Register of Wills Office or judicially by the Orphans' Court when necessary. It is the marshalling of assets, the payment of all creditors and the transference of all property in the decedent's name to the beneficiaries either named in the will or who would inherit under the laws of intestacy (dying without a will).



The Importance of Wills and Estate Planning

arrow Appointment of trusted fiduciaries (personal representatives, trustees and guardians) 
arrow Achieve maximum savings of administrative costs and death taxes 
arrow Dispose of your estate according to your wishes 
arrow Avoid possible family disputes


http://registers.maryland.gov/main/
Practice Areas

Testimonial

"Linda's assistance on my estate planning after sudden loss of my wife and remarriage several years later allowed me to be totally self-assured and optimistic. And I am convinced she has the same approach toward all of her clients. A real professional!"

Mike D., Client.

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