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Guides

Guides for Maryland estates

The paperwork side of settling a Maryland estate, one task at a time. Every guide lists its sources and the date it was last checked. How we write our guides.

How to get date-of-death balances from banks

Why the balance on the date of death matters, what to ask the bank for, and which accounts may not belong to the estate.

How to organize bank statements for the first Account

One estate account, every statement in order, the gaps filled, the proof kept, and a check that it balances.