Probate Guidance for Texas Families

Common Questions

You May Be Wondering…

Probate often raises questions at a time when emotions are already high. Most people go through probate only once or twice in their lives — feeling uncertain is completely normal.

Do we need probate at all?

Not always. Some assets pass outside the probate process — jointly held property, payable-on-death accounts, and assets held in a trust. We help families determine whether probate is actually required.

What happens next after someone dies?

After a death, first steps typically include gathering important documents (the will, death certificate, account information), determining whether probate is required, and — if needed — filing with the appropriate court.

How long does Texas probate take?

A relatively straightforward probate can often be completed in a few months, though more complex estates can take longer. We work to move your matter forward efficiently.

What am I responsible for as executor?

Executors must file the will with the court, notify creditors, identify and protect estate assets, pay valid debts, and distribute property to beneficiaries. We guide you through each of these responsibilities.

What if there's no will?

If someone dies without a will in Texas, their estate is distributed according to Texas intestacy laws. We can explain how those laws apply to your situation.

Who We Help

We Regularly Assist…

Executors Named in a Will

Being named executor is an honor — and a responsibility. We help you understand your duties and fulfill them correctly.

Adult Children

Many of our clients are adult children handling probate matters for a parent — often for the first time.

Surviving Spouses

Surviving spouses often face a mix of legal and financial questions after a loss. We provide steady, clear guidance.

The Process

How Probate Works in Texas

While every estate is different, most Texas probate matters involve these key steps.

1

File the Will with the Probate Court

If a will exists, it must be filed with the appropriate Texas probate court. We handle the filing and all required documentation.

2

Appoint an Executor

The court officially appoints the executor to manage the estate. We guide you through this process.

3

Identify and Value Estate Assets

We help identify estate assets — bank accounts, real estate, investments, personal property — and understand what's included in the probate estate.

4

Pay Required Debts and Expenses

Valid estate debts, taxes, and administration expenses must be paid before assets are distributed. Joe's CPA background is especially helpful at this stage.

5

Distribute Property and Close the Estate

Once debts are settled, remaining assets are distributed to beneficiaries and the estate is formally closed.

Probate Guidance for Families in Texas