Your Estate Administration Experts
Navigating the estate administration process can be a challenging and overwhelming experience. At McAllister, DeTar, Showalter & Walker, our experienced trusts and estates attorneys are dedicated to providing meticulous and compassionate guidance during what can be a complex and emotionally trying time. Whether you are navigating the probate process, administering a trust, or handling asset distribution, our experienced team is committed to offering knowledgeable support, advice, and guidance every step of the way.
Our Estate and Trust Administration services include:
Probate Guidance and Assistance
- Completion and filing of the Petition for Probate and supporting documentation
- Advice and step by step guidance on responsibilities and obligations of the Personal Representative/Executor
- Preparation of Inventory, Information Report and Administration Accounts for filing with probate court
- Advice regarding managing claims against the estate
- Facilitation of the distribution of estate assets
- Serve as Personal Representative
Trust Administration
- Assisting Trustees with the efficient administration of various types of trusts
- Advise on requirements of Maryland Trust Act
- Provision of guidance on fiduciary obligations of the Trustee
- Prepare Trust Accountings and Trustee Reports
- Assistance with Trustee transition services
- Assistance with Trust modification, including preparing Non-Judicial Settlement Agreements, Judicial Settlement Agreements, and Trust Decanting
- Provision of Trustee and Trust Protector Services
Tax Guidance and Service
- Prepare Federal Estate Tax Returns (706)
- Prepare Maryland Estate Tax Returns (MET-1)
- Prepare Gift Tax Return (709)
- Advise regarding estate and fiduciary income tax returns
- Prepare Application to Fix Inheritance Tax
Schedule a Consultation
If you have been named an executor or administrator of an estate, if you are the beneficiary of an estate, or if you have questions about the estate administration process, McAllister, DeTar, Showalter & Walker is here to help. Call our office at (410) 934-3900 to schedule an appointment with an attorney on our Estates & Trusts Administration team to discuss your specific needs and learn how we can assist you in honoring your loved one’s wishes and securing their legacy.
In addition to the administration of estates and trusts, McAllister, DeTar, Showalter & Walker can also assist in providing Estate Planning, Estate & Fiduciary Litigation, and Elder Law services.