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 Tim Chance, Tangled Title Attorney, at 443-451-4079.

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


Estate Planning 101

These training materials require the acceptance of a MVLS pro bono case. Please contact Tim Chance for more information.

Contact Tim Chance

Estate Administration 101

These training materials require the acceptance of a MVLS pro bono case. Please contact Tim Chance for more information.

Contact Tim Chance
Video / Slides

Hardship Exceptions: Protecting Assets in Medicaid Estate Recovery

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Video / Slides

Estate Planning and Racial Economic Equity

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

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Video / Slides

The Basics of Life Estate Deeds

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Video / Slides

Basic Steps Attorneys Can Take to Avoid Probate

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Deed Disentanglement: The Basics of Property Transfers and Estate Administration

These training materials require the acceptance of a MVLS pro bono case. Please contact Timothy Chance for more information.

Contact Tim Chance

Funds Available for Your Cases


Litigation Fund

Many MVLS clients struggle with being able to pay for estate and deed recordation fees . Thankfully, there is a resource to help. The Litigation Fund, administered by the Pro Bono Resource Center of Maryland (PBRC) and funded by the Maryland Legal Services Corporation, reimburses costs incurred by volunteer attorneys and can be used for estate expenses.

More Information

Foreclosure Care Funds

The Foreclosure Care project can pay attorneys up to $1,000 per case for 10 hours of work on foreclosure or estate administration cases. The attorney must then provide any additional pro bono. To inquire about joining the Foreclosure Care attorney panel, contact MVLS Tangled Title Attorney, Tim Chance, at 443-451-4092.

Contact Tim Chance

Probate Fee Waiver

As of October 1, 2019, the Registers of Wills are required to waive probate fees for MVLS clients. Volunteer attorneys should submit Register of Wills Form 1220 to the Register of Wills when assisting an MVLS client in opening an estate. Volunteers should consider also submitting a copy of their placement letter from MVLS to prove that the client is an MVLS client.

Link to Form

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 Tim Chance

Contact Tim Change

What You Need to Know About Special Needs Trusts

Download

ABLE Accounts

Download
Practice Tip

Drafting Advance Planning Documents to Reduce Abuse or Exploitation

Download

Supportive Decision Making and Estate Planning

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.

View Pro Bono Portal
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