Trust & Estate Lawyer in Montgomery County, MD
Maryland Trust & Estate Law
Maryland law provides a framework for estate planning, probate, and trust administration. Key statutes include the Maryland Trust Act, which modernized trust law, and the Estates & Trusts Article, which governs wills and probate. Maryland also imposes a state estate tax on estates exceeding $5 million (Md. Code Est. & Trusts § 7-309).
Last verified: March 2026 | Verify with lead attorney | Maryland General Assembly
Official Legal Resources
For the full text of Maryland estate laws, visit the Maryland General Assembly statutes page (mgaleg.maryland.gov). For court-specific procedures and forms, refer to the District Court of MD for Montgomery County website (courts.state.md.us).
Montgomery County Estate Procedures
In Montgomery County, wills are probated through the Register of Wills for the county. The personal representative must file an inventory of the estate’s assets within three months of appointment. A final accounting is required before the estate can be closed.
- Initial Consultation and Document Review: Schedule a consultation with Law Offices Of SRIS, P.C. to review your existing estate documents or discuss creating a new plan.
- Drafting and Execution: Our attorneys draft wills, trusts, powers of attorney, and healthcare directives case-specific to Maryland law and your specific wishes.
- Filing with the Register of Wills: Upon death, the will is filed with the Montgomery County Register of Wills to initiate the probate process.
- Estate Administration and Asset Distribution: The personal representative, guided by our firm, inventories assets, pays debts and taxes, and distributes the remaining estate to beneficiaries.
Potential Outcomes in Estate Matters
In Montgomery County, failing to plan can lead to intestate succession, potential will contests, and tax liabilities. Maryland imposes a 10% inheritance tax on assets passing to non-lineal relatives and a state estate tax on estates over $5 million.
| Issue | Legal Classification | Potential Outcome | Financial Impact |
|---|---|---|---|
| Intestacy (No Will) | Md. Code Est. & Trusts Article | Assets distributed per state formula, not your wishes. | Court costs, potential family disputes. |
| Will Contest | Estate Litigation | Estate frozen during litigation (6-18 months). | Significant legal fees, reduced estate value. |
| Breach of Fiduciary Duty | Surcharge & Removal | Personal representative held personally liable. | Repayment of misused funds, removal. |
| Estate Tax Liability | Md. Code Est. & Trusts § 7-309 | Tax due on estates exceeding $5 million. | Up to 16% state tax on taxable estate. |
Results may vary. Each estate matter depends on unique facts and circumstances.
Firm Credentials
Law Offices Of SRIS, P.C. was founded in 1997 by former prosecutor Mr. Sris. Our firm has over 120 years of combined attorney experience. We have achieved 4,739+ documented case results firm-wide across VA, MD, NJ, NY, and DC, with a 93%+ favorable outcome rate. Global advocacy. Local precision.
Case Experience
Firm-wide across VA, MD, NJ, NY, and DC, Law Offices Of SRIS, P.C. has 4,739+ documented case results with a 93%+ favorable outcome rate. Our experience includes drafting complex estate plans, guiding families through probate, and litigating will and trust disputes.
Results may vary. Prior results do not aim for a similar outcome.
Local Estate Planning Help in Montgomery County
Our Rockville location serves clients at Montgomery County courts and is accessible via I-270, I-495, and Route 355 (Rockville Pike). We are a Trust & Estate lawyer near Rockville Town Square and the Montgomery County Government Center.
We serve the Montgomery County area and surrounding communities including Rockville, Bethesda, Silver Spring, Gaithersburg, Germantown, Wheaton, Kensington, Potomac, Olney, Damascus, Clarksburg, Takoma Park, and Chevy Chase.
24/7 phone consultations — (888) 437-7747 — meetings by appointment only.
Law Offices Of SRIS, P.C.
199 E. Montgomery Ave, Suite 100, Room 211
Rockville, MD 20850
Phone: (301) 363-4040 | (888) 437-7747 | Local: (888)-437-7747
By appointment only.
Frequently Asked Questions
Do I need a will or trust in Montgomery County?
Without a will, state intestacy laws determine asset distribution. A trust can avoid probate, reduce estate taxes, and protect assets.
Why do I need an estate plan in Montgomery County, MD?
Without an estate plan in Montgomery County, MD intestacy laws control asset distribution. Law Offices Of SRIS, P.C. drafts wills, trusts, and powers of attorney. By appointment — (888) 437-7747.
What is probate and how does it work in Montgomery County?
Probate in Montgomery County is the court-supervised process for distributing a deceased person’s estate. MD probate can take 6–18 months. SRIS, P.C. handles probate — (888) 437-7747.
What documents do I need for an estate plan in MD?
A complete MD estate plan includes a will, durable power of attorney, healthcare directive, and possibly a revocable trust. SRIS, P.C. — (888) 437-7747 — by appointment.
What is the Maryland estate tax exemption?
Maryland imposes a state estate tax on estates exceeding $5 million (Md. Code Est. & Trusts § 7-309). Proper planning can minimize or eliminate this tax liability.
Related Legal Information
For more on Maryland estate law, see our Maryland Trust & Estate Lawyer hub page. We also assist with business law in Montgomery County and civil litigation in Montgomery County. Learn more about Mr. Sris’s background and experience.
Last verified: March 2026. Information updated as of 2026-02-20. Laws change — contact Law Offices Of SRIS, P.C. at (888) 437-7747 for current guidance.