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PROBATE & ESTATE ADMINISTRATION
Guidance through the Texas probate process and asset distribution complications
ARE YOU IN ONE OF THESE SCENARIOS? WE CAN HELP
My family member passed away and I have not found a will.
My family member passed away and I found a will. Do I have a deadline to transfer assets?
My parent is aging and needs a will or trust.
I don't want my spouse and children to worry about who gets what. I don't want them to fight over things.
I have a business and want to make sure my family is taken care of.
OUR 3 STEP PROCESS
You have an opportunity to learn the various estate planning solutions before and during the strategy session. We realize that the best way to save you time and provide the most information possible is by sharing videos and free guides. This allows you to prepare more questions before our strategy session.
Authorize us to prepare your estate planning documents, then our team can get started the same day. We will email you a questionnaire to better understand your wishes better.
After you review the drafted documents, we are happy to make edits for you. After all, these documents are for your best interest. We want to make sure it is accurate and intended for what you wish. After the final version, you will schedule a time to sign these estate plan documents.
YOU WANT TO AVOID THIS
DO I NEED A LOT TO HAVE A WILL?
Estate planning is not just for wealthy people. Almost everyone has an estate. Your estate is comprised of everything you own, such as your real estate, vehicles, checking and savings account, retirement plans, life insurance policies, and personal possessions. Estate planning allows you to appoint trusted individuals to manage your affairs and make medical decisions for you if you become incapacitated, and ensure your property is distributed how and to whom you choose after you die.
TRUST SOUNDS FANCY. DO I NEED A TRUST?
A trust is a fiduciary relationship where a one party, called a trustee, hold assets on behalf of a beneficiary or beneficiaries. There are many different types of trusts: revocable trusts, irrevocable trusts, special needs trusts, support trusts. Trusts can come to life while you are living (intervivos trusts), or spring to life after you die (testamentary trusts). Our team can help you decide whether a trust will help you achieve your estate planning goals.
WHAT IS PROBATE?
Probate is the process of validating a Will, although the term is often used to refer to the entire administration of a decedent’s estate. The process starts when an executor files an application to probate the Will. If the probate judge determines that the document meets the legal requirements of a valid Will, the judge will enter an order admitting the Will to probate, and appoint an executor to gather the decedent’s assets, pay off any legally enforceable debt, and distribute the decedent’s assets as specified in the Will. Probate can also occur if someone dies without a Will. When someone dies without a Will, the probate court is often called upon to make an official determination regarding the identify of heirs. If the determination of heirship proceeding is filed within four years of the decedent’s death, then the court can also appoint an administrator to administer the estate.
WHO WE HELP
