Estate Planning & Administration Resources

Estate Planning & Administration Resources

Estate Planning & Administration


Below you’ll find links to previously recorded trainings and other materials related to estate planning and administration. For a list of upcoming trainings, please visit our events calendar. If you have any questions or need additional information, please reach out to Steven Kappen, Tangled Title Attorney, at 443-451-4072 or Steven Messmer, Tangled Title Staff Attorney at 443-451-1571.

Proper estate planning is critical to helping families keep their main asset, their home and help communities keep stable long-term residents. By helping a client craft their estate plan or transfer a home after a relative’s death, you are assisting that client and their family in keeping their home and being able to pass it to the next generation.

Available Trainings


Video / Slides

Estate Administration Basics

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Video / Slides

The Basics of Special Needs Trusts

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Video / Slides

Protecting Assets in Medicaid Estate Recovery

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Video / Slides

Estate Planning and Racial Economic Equity: Stop Oppressive Seizures (SOS) Fund

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Video / Slides

Quiet Title Actions

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The Basics of Property Transfers and Estate Administration

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Video / Slides

Estate Planning 101

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Funds Available for Your Cases


Litigation Fund

May cover small estate expenses in tangled title cases, such as bonding, publication fees, lien certificate, deed recordation fees, certified mailing fees and copies of death certificate

More Information

Probate Fee Waiver

Probate fees are waived for MVLS clients. Submit a copy of the client’s placement letter with the fee waiver form.

Link to Form

Tangled Title Fund

May cover up to $2,500 of certain costs to gain clear title. Request funds here and choose “MVLS” as the grant source.

More Information

Templates & Resources


Advance Health Care Directive

Download

Maryland Medical Orders for Life-Sustaining Treatment (MOLST)

Download

Financial Power of Attorney

Download

Draft Will or Life Estate Deed

For a draft will or life estate deed to use in an MVLS case, please contact Steven Messmer.

Contact Steven Messmer

How to Record a Deed in Baltimore City

Download

Get Involved


Take a Case

Get matched with a client in need. Start by reviewing available cases in real time on our Pro Bono Portal.

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