Maryland Estate Accounting Support for Personal Representatives
Serving personal representatives anywhere in Maryland, including Baltimore City and Baltimore County. Bluebeam organizes the estate’s records, tracks every receipt and payment, and prepares draft schedules for the probate inventory and the account you file with the Register of Wills. The work is led by a principal who is a licensed CPA and CFA® charterholder and is done remotely, so location within Maryland does not matter.
The Deadlines Personal Representatives Face
| Filing | Generally due |
|---|---|
| Inventory of probate assets solely owned by the decedent, at date-of-death value | Within 3 months of appointment |
| Information Report (jointly held, beneficiary-designated and other non-probate assets) | Within 3 months of appointment |
| First account (receipts, payments, distributions) | Within 9 months of appointment |
| Later accounts, if the estate stays open | Within 6 months after the prior account is approved, or 9 months after it was filed, whichever comes first |
| Final Report, if Modified Administration is elected (in place of the formal inventory and account) | Within 10 months of appointment |
The account is audited by the Register of Wills, so every number has to tie back to a statement, invoice or receipt. Most of the work is keeping that trail clean from the start.
What We Do
- Set up an estate ledger and reconcile the estate checking account each month.
- Gather date-of-death statements and organize the support for each asset’s value, coordinating independent appraisers where needed.
- Track every receipt and disbursement, including funeral expenses, house carrying costs, cleanout and repair invoices, and creditor payments, with the backup document attached.
- Prepare draft inventory and account schedules in the Register of Wills format for you or your attorney to review, sign and file.
- Track distributions to heirs and legatees, and the records your tax preparer will need.
- Reconstruct records when a prior representative or family member kept incomplete books.
When There Is a House
In Montgomery, Prince George’s, Howard and Frederick counties we can also handle the property itself: documented cleanouts, vacant-house care and repairs. Because the same team keeps the books, every property cost lands in the account with its invoice already attached.
Pricing
| Service | Price |
|---|---|
| Initial records review and scope | Free |
| Estate bookkeeping, schedules and record reconstruction | From $45 per hour, with a not-to-exceed estimate before work begins |
| Estate property oversight setup (when there is a house) | From $495 |
See all Bluebeam pricing. Reasonable administration expenses are generally paid from estate funds and reported in the account.
What This Service Is Not
Bluebeam provides non-attest bookkeeping and accounting support. Bluebeam is not presented as a CPA firm or a law firm, does not give legal advice, does not file documents on your behalf, and does not prepare estate or fiduciary tax returns. We work alongside your estate attorney and tax preparer, and we can recommend you engage one if you have not.
Common Questions
Do you work with estates in Baltimore?
Yes. Records and account work is done remotely for estates anywhere in Maryland, including Baltimore City and Baltimore County. On-site property work is limited to Montgomery, Prince George’s, Howard and Frederick counties.
I was appointed months ago and the records are a mess. Is it too late?
No. Rebuilding the trail from bank statements and invoices is common. Tell us your appointment date so we can work back from the next deadline.
Do I still need an attorney?
That is your decision, and many estates benefit from one. Our role is the numbers and the paperwork behind them, not legal advice.
Related: Maryland estate deadlines and property records · valuing household contents for the probate inventory
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFA Institute does not endorse or warrant Bluebeam Property Services or its services.