Estate Planning Attorney Serving Upper Marlboro, MD and Prince George's County

For Prince George's County residents, estate planning should take into account the local probate process. Upper Marlboro has served as the county seat since 1721, and probate matters are handled through the Prince George's County Register of Wills and Orphans' Court. A properly prepared estate plan—including wills, trusts, financial powers of attorney, and advance medical directives—can simplify estate administration, reduce delays, and, in many cases, minimize or avoid probate altogether. Planning ahead ensures your wishes are carried out efficiently and in accordance with Maryland law.

Licensed MD, DC, VAFree Initial ConsultationMobile notaryDirect attorney access
$5M
MD estate tax threshold — frozen since 2019, no inflation adjustment
9–12 mo
Typical Prince George's County probate timeline
3 States
Our attorneys are licensed in MD, DC & VA

Maryland law overview

Estate Planning in Upper Marlboro: What Prince George's County Families Need to Know

For many Prince George's County families, the family home is their largest and most valuable asset. A house purchased decades ago may now represent a substantial portion of a family's wealth. Estate planning is about protecting that investment and ensuring it passes according to your wishes. Without a plan, a home that took years to pay off may spend months in probate, creating unnecessary expense, delay, and uncertainty for those you leave behind.

The One Big Beautiful Bill Act, signed on July 4, 2025, permanently increased the federal estate tax exemption to $15 million per individual ($30 million for married couples), eliminating federal estate tax concerns for the vast majority of Maryland families. Maryland, however, did not adopt the same exemption. The state's estate tax exemption remains $5 million per individual with no inflation adjustment. Maryland also remains one of the few states that imposes both an estate tax—at graduated rates reaching up to 16%—and a separate 10% inheritance tax. Unlike the estate tax, the inheritance tax depends on who receives the property rather than the size of the estate. Transfers to spouses, children, parents, grandparents, and siblings are generally exempt, while distributions to nieces, nephews, unmarried partners, and many other beneficiaries may be subject to the tax.

Wills, Probate, and the Upper Marlboro Courthouse

Maryland does not recognize handwritten (holographic) wills. To be valid, a will must comply with the execution requirements set forth in Maryland law, including being signed by the person making the will and witnessed by at least two credible witnesses. Without a valid will, your estate is distributed according to Maryland's intestacy statutes rather than your personal wishes, and the law—not you—determines who inherits your property.

Probate for Prince George's County residents is administered through the Register of Wills and the Orphans' Court in Upper Marlboro. Many uncontested estates remain open for approximately nine to twelve months, although more complex matters can take considerably longer. Administrative fees are based on the value of the estate and are established by Maryland law.

A Probate Court Structure Unlike Most Maryland Counties

Prince George's County has a probate court structure that differs from many other Maryland jurisdictions. The county has a separately elected Orphans' Court composed of three judges who are required to be licensed Maryland attorneys. Unlike some counties, a single Orphans' Court judge may hear certain matters without requiring the full three-judge panel. That structure can affect scheduling, hearings, and contested probate proceedings, making familiarity with the local court system particularly valuable.

The Risk of a Generic Power of Attorney

Estate planning is not only about what happens after death—it also protects you during your lifetime if you become unable to manage your own affairs. Many people rely on generic forms downloaded from the internet, assuming they will meet Maryland's legal requirements. Often they do not.

Maryland's statutory power of attorney law requires specific language to authorize important powers, including making gifts, managing business interests, and changing certain beneficiary designations. When those provisions are missing, banks and financial institutions may refuse to honor the document. A power of attorney that cannot be used during a medical emergency provides little protection when your family needs it most.

A New Option for Prince George's County Homeowners

Beginning October 1, 2026, Maryland homeowners will have an important new estate planning tool. The Maryland Transfer-on-Death Deed Act (House Bill 738 / Senate Bill 651), signed into law on May 26, 2026, allows homeowners to designate a beneficiary directly on the deed to residential real property. The owner retains complete ownership and control during life and may revoke the designation at any time. Upon the owner's death, the property passes directly to the named beneficiary without going through probate.

A Transfer-on-Death Deed is not appropriate for every family and should not be viewed as a replacement for a comprehensive estate plan. However, for many Prince George's County homeowners, it may provide a simple and effective way to transfer a home while reducing probate costs and delays.

Estate Planning Is About More Than a Will

Estate planning is about far more than preparing a will. It involves protecting your home, minimizing taxes where possible, planning for incapacity, and ensuring your assets pass efficiently to the people you choose. With thoughtful planning today, your family can avoid unnecessary expense, delay, and uncertainty tomorrow.

Services

What we handle for Upper Marlboro clients

Wills & Last Testaments

Maryland's witness and execution rules are strict, and generic templates routinely miss them. We draft wills that hold up, and we make sure your wishes are documented in a way the Prince George's County Orphans' Court will honor.

Revocable Living Trusts

A revocable trust keeps real property and other assets out of probate entirely. It is worth considering if you own a home, have business interests, or have beneficiaries whose circumstances are complicated. We tell you honestly whether it makes sense for your situation.

Powers of Attorney

Maryland banks reject powers of attorney that lack the right statutory language. We draft financial and healthcare powers of attorney built to be accepted when your family actually needs them.

Estate & Probate Administration

For Prince George's County estates, everything runs through the Register of Wills in Upper Marlboro, with contested matters heard by the county's elected three-judge Orphans' Court. We handle the filings, the deadlines, and the hearings.

Business Succession Planning

Your business plan should not end with your estate plan. We help Prince George's County owners structure succession so a company can continue or transfer without a probate delay or an unnecessary tax event.

Fractional General Counsel

Not every business needs a full-time lawyer. We work with Prince George's County owners on an ongoing basis — contracts, compliance, and emerging issues handled before they become problems.

Why Upper Marlboro clients choose C&O Law Group

  • Prince George's County court familiarity: We file with the Register of Wills at the Upper Marlboro courthouse and know how the county's elected Orphans' Court — distinct from Montgomery County's structure — actually handles estate matters.
  • Multi-jurisdictional practice: Licensed in Maryland, Washington D.C., and Virginia, the three-jurisdiction region many Prince George's County families live and work across.
  • Direct attorney access: You work with your attorney, not a rotating cast of paralegals.
  • Transparent flat-fee packages: Clear pricing on standard estate plans, quoted before you engage us. No billing surprises.
  • Mobile notary available: We can come to you.

Our attorneys are licensed in Maryland, Washington, D.C., Virginia

Your lawyer for estate planning in Upper Marlboro is Natalija Stamenkovic

Frequently asked

Estate planning questions

If you own a home in Prince George's County, you have an estate worth protecting — and a house held in your name alone still has to pass through probate at the Upper Marlboro courthouse unless you plan around it. For many families the home is the whole estate, which is exactly why it deserves attention. Tools like a revocable living trust, proper joint titling, beneficiary designations, and the new Maryland Transfer-on-Death Deed (effective October 1, 2026) can move a home to your heirs without probate. Which one fits depends on your circumstances.
Maryland has both, and it is the only state in the country that does. The estate tax applies to estates over $5 million per individual, at graduated rates up to 16% — a threshold that has not moved since 2019 even as home values have climbed. Separately, the inheritance tax charges 10% on what passes to non-exempt beneficiaries. Close family — spouses, children, parents, grandparents, siblings — are exempt. A niece, nephew, unmarried partner, or friend is not. For most Prince George's County families the inheritance tax is the more likely concern, and it can often be planned around.
Plan on nine to twelve months for a straightforward regular estate, from opening to closing, filed through the Register of Wills in Upper Marlboro. The estate has to stay open long enough for the creditor claim period to run, which sets a practical floor of about six months. Contested matters — a will dispute, a challenge to the personal representative — go before the county's three-judge Orphans' Court and can take considerably longer. Working with an attorney who files in Upper Marlboro regularly helps avoid the procedural delays that come from unfamiliarity with the local court.
A will does not avoid probate. It directs who receives your assets, but anything held in your name alone — a house, a solo bank account — still goes through the Upper Marlboro process. To pass assets outside probate you need other tools: a revocable living trust, beneficiary designations, joint titling with survivorship, or (starting October 1, 2026) a Maryland Transfer-on-Death Deed for real property. A complete plan usually combines a will with one or more of these.
Probably not safely. Maryland law requires specific statutory language in a power of attorney to authorize certain actions, and generic internet forms routinely leave it out. When that happens, Maryland financial institutions are permitted to reject the document, which means no one can act for you at the moment you most need it. We draft powers of attorney built to be accepted by Maryland banks.

Client reviews

What our clients say

★★★★★

We turned to C&O Law Group to put a comprehensive estate plan in place, including a revocable living trust. This was especially important to us because we have a special needs child and also own a medical practice that we plan to pass down to our daughter. We needed a plan that would protect our child's long-term care while also ensuring a smooth transition of our business. The guidance we received was thoughtful, detailed, and clearly tailored to our family's unique situation. We now feel confident that everything is structured properly for both our children and our future.

— J.K., Montgomery County
★★★★★

C&O Law Group made the estate planning process straightforward and stress-free. Everything was explained clearly, and we never felt rushed or confused. Our wills, trust, and powers of attorney were prepared efficiently and thoroughly. We left the process feeling confident that our family is protected.

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Serving Upper Marlboro, Greenbelt, Bowie, Largo, Hyattsville, Mitchellville and surrounding areas

This page provides general information about estate planning under Maryland law and is not legal advice. Estate planning decisions depend heavily on your specific facts and circumstances. For advice on your situation, consult a licensed attorney.

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