Smooth Estate Distribution with a Legal Will and Agreeing Recipients

Probate is the legal process of settling a deceased person’s estate, including distributing their assets and paying off any debts. In Texas, the probate process can be relatively straightforward, especially when there is a legal will in place and all recipients agree on the terms outlined in the will. This was the case for our recent probate client involving a house as the only asset.

Step 1: Filing the Will

The first step in the probate process is filing the will with the appropriate probate court in Texas. Once the will is filed, the court will appoint an executor, as named in the will, to oversee the distribution of assets according to the terms outlined in the will.

Step 2: Inventory and Appraisal of the Assets

The executor’s role is to inventory and appraise the assets of the estate, including the house. In this particular case, there was a buyer interested in purchasing the house. The executor was able to negotiate the sale with the buyer, ensuring that the proceeds from the sale were sufficient to cover any outstanding debts of the estate.

Step 3: Distribution of Assets

Once the sale is completed, the proceeds from the sale will be distributed to the named recipients in accordance with the will. It is important to note that in Texas, there is a four-year statute of limitations for creditors to make claims against the estate. This means that creditors have four years from the date of death to make claims against the estate, such as outstanding debts or unpaid bills.

Step 4: Paying off Debts and Notifying Creditors

The executor must also notify any known creditors of the death and the probate process, giving them the opportunity to make claims against the estate. Once all debts are paid off, the executor will file a final accounting with the probate court. This is a report that details all of the assets and debts of the estate and shows how they were distributed.

Step 5: Closing the Estate

The probate court will review the final accounting to ensure that everything is in order and that the assets of the estate were distributed according to the will. Once the court approves the final accounting, the estate will be closed.

Simplified Probate Process: Small Estate Affidavit

It is important to note that Texas has a simplified probate process, called a “small estate affidavit,” which is available when the estate assets do not exceed $75,000 or when all heirs are in agreement. When the small estate affidavit process is used, the probate process is shorter and less expensive than a regular probate process.

The Takeaway

In conclusion, probate can be a complicated and time-consuming process, but in Texas, it can be relatively straightforward when there is a legal will in place and all recipients agree on the terms. It’s important to have a will in place, and to keep it updated, to ensure a smooth probate process. It’s also important to appoint an executor you trust, as they will be responsible for carrying out your final wishes.

Do you need help with a probate matter in Corpus Christi or the surrounding area?  We are Corpus Christi probate attorneys.  We help clients navigate the probate process.   Call today for a free confidential consultation, 361-298-1109

Our Corpus Christi Probate Attorneys provide a full range of probate services to our clients, including helping with probate administration. Affordable rates, fixed fees, and payment plans are available. We provide step-by-step instructions, guidance, checklists, and more for completing the probate process. We have years of combined experience we can use to support and guide you with probate and estate matters. Call us today for a FREE attorney consultation.


The content of this website is for informational purposes only and should not be construed as legal advice. The information presented may not apply to your situation and should not be acted upon without consulting a qualified probate attorney. We encourage you to seek the advice of a competent attorney with any legal questions you may have.

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