Testator Details
Full legal name, date of birth, residence address, and marital status must be specified exactly as on government ID to tie identity to the executed will and avoid ambiguity at probate.
Following tailored instructions reduces the risk of a will being contested or rejected during probate, ensures beneficiary intent is clear, and preserves available tax and administration choices.
Use these instructions to confirm formalities, gather supporting documentation, and to communicate signing logistics to witnesses and a notary.
Full legal name, date of birth, residence address, and marital status must be specified exactly as on government ID to tie identity to the executed will and avoid ambiguity at probate.
Clear descriptions of gifts to beneficiaries, including full names, relationship to testator, and specific property or dollar amounts, plus contingent beneficiaries and residue clauses to prevent intestacy issues.
Name primary and alternate executors with contact information and consider successor executors; include permission for bonding or waiver of bond if desired to streamline administration.
Provide step-by-step witness procedures: presence requirement during signing, witness signatures and printed names, witness relationship disclosure, and recommended witness qualifications to reduce later challenges.
Include a notarized self-proving affidavit form attachment that, if completed at signing, typically removes the need for witness testimony at probate and expedites proof of execution.
Clear statement revoking prior wills and codicils, with dated signature lines, and instructions for physical revocation methods such as destruction, to avoid competing documents.
Electronic tools can help draft, share, and prepare documents, but confirm which steps legally require wet signatures in Maryland.
Sign and date the will on MM/DD/YYYY; this date shows intent and order of documents.
Witnesses must sign contemporaneously in the testator's presence to validate execution.
Notarize at execution time to avoid witness testimony during probate.
File with the county register of wills when administration is necessary; timing varies by estate.
Form 706 generally due 9 months after date of death for federal estate tax.
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An attorney prepares a will packet for a client including a self-proving affidavit and witness instructions
A testator drafts a clear beneficiary list and appoints an executor, then schedules an in-person signing with two witnesses