Common Estate Planning Goals

Common Estate Planning Goals Estate planning is about you, the person who is alive and in control of property, and those who will eventually control and/or receive your property.  It is about your wishes and what will happen in the future. Having worked with clients to develop estate plans, there are some common basic goals…

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Filing Inventory in Texas Probate

Filing Inventory in Texas Within 90 days after qualification, the personal representative must file with the Court a sworn inventory, appraisement and list of claims (“Inventory”) of the estate.  The Inventory must include all estate real property located in Texas and all estate personal property regardless of where the property is located. And it must…

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Independent Administration in Texas

What is an independent administration? An independent administration is a non-court administration.  After a person has applied for letters testamentary and been qualified as independent executor by the court, the executor files an inventory of the estate’s assets and their appraised value, and a list of claims of the estate. Thereafter, the executor administers the estate…

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Letters Testamentary in Texas

About Letters Testamentary in Texas After a person passes away and leaves behind property to be administered, one of the first steps is for a personal representative to apply to the probate court for letters testamentary or letters of administration. Why Letters are Needed Letters testamentary or letters of administration give the personal representative the…

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What is a Family Settlement Agreement?

About Family Settlement Agreements in Texas Family settlement agreements are used to resolve probate litigation without trial. They can help avoid litigation costs and uncertainty associated with trial. Family settlement agreements can be used to resolve a number of probate disputes, such as will contests, will construction suits, claims and trust modifications, etc. They can…

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Contesting a Will After the Probate Assets are Distributed

Contesting a Will After the Probate Assets are Distributed There are a number of challenges an executor can face in administering an estate. Will contests are an example. These disputes can be particularly troubling if they are filed after the estate has been administered and the probate assets have been distributed. The court recently considered…

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