What to Do After a Death in Texas

First, Take a Breath

You Don't Have to Have All the Answers Right Now

The weeks following a death often bring a mix of grief, paperwork, and questions you never expected to face. Most families have never handled a probate matter before. That's completely normal.

Our role is to help you understand what needs to be done, in what order, and why — so you can move forward with confidence rather than confusion.

"You don't need to know what questions to ask. Reaching out is simply a conversation to help you understand your options and next steps."

Reach Out Today

A Practical Guide

Steps After a Death in Texas

Here is a general overview of the process. Your situation may differ — we're here to help you understand exactly what applies to you.

1

Gather Important Documents

You'll typically need the original will (if one exists), the death certificate, and basic information about assets, accounts, and debts. Don't worry if you don't have everything — we'll help you figure out what's needed.

2

Determine Whether Probate Is Required

Not every estate requires probate in Texas. Some assets — like jointly held property, payable-on-death accounts, and trust assets — pass outside probate. We help families understand whether probate is needed and what options are available.

3

Begin the Probate Process (If Required)

If probate is necessary, it must be followed carefully. Executors have legal responsibilities and deadlines. This is where clear guidance matters most — and where we can help prevent delays and added stress.

4

Address Related Financial or Legal Matters

Sometimes a death raises questions about insurance policies, employment benefits, contracts, or business obligations. Because of Joe's legal and financial background, we can often assist with these related matters as they arise.

5

Settle the Estate

This involves paying estate debts and expenses, communicating with beneficiaries, distributing property, and formally closing the estate. We explain each step and help you move forward with confidence.

Who Reaches Out to Us

Families in Many Different Situations

Executors With Questions

You've been named executor and don't know where to start. We'll walk you through every step of your responsibilities.

Adult Children

Handling a parent's estate is one of the most common — and most stressful — situations we help families navigate.

Surviving Spouses

We help surviving spouses understand what assets pass to them automatically and what may require probate or other action.

What to Do After a Loved One Dies in Texas