Houston Probate Attorney
When a loved one passes and leaves
property or an estate, it can be a difficult for families to understand how to
manage the situation. As a probate attorney in Houston, Guerra | Days Law Group understands the pain and sorrow
that shadows over the family during this time. Do not worry, an experienced
Houston probate attorney from our firm will explain the different options and
seek out the best solution for your particular situation.
What does it mean to Probate an Estate?
In Texas, probate is defined as the
official proving of a will. A court officially recognizes the death of the
loved one and supervises the distribution of the estate.
The Formal Routes to Probate:
Any Houston probate attorney will tell you there are generally two (2) traditional
routes to probate, along with a few simpler routes. If a loved one dies with
a will, they have died testamentary. If a loved one dies without
a will, they have died intestate.
Probate an Estate with a
will:
Independent Administration of
Estates
If you have a loved one who has died
testamentary, with a will, the deceased loved one (decedent) will
name an Executor, chosen for the distribution of the estate. The executor is
responsible to notify creditors and pay off all debts attached to the estate
before the final distribution.
Texas Muniment of Title
A Houston probate attorney from our firm will recommend using a muniment of title,
should you qualify, to avoid the probate process entirely. The Texas muniment
of title allows a document, such as a last will and testament, to be used as
proof of title for the estate instead of going through the entire probate
process. Once you have the Texas muniment of title, you must submit the last
will and testament into probate as muniment (evidence) to the assets of the
estate. In such cases, an administrator is not required to be appointed,
however, the one submitting the Texas muniment of title to the probate court
has the duty to report back within six (6) months, confirming the terms of the
will were in fact carried out.
Probating a will as a muniment of
title in Texas is best used for property which are small, straightforward, and
when the decedent’s only transferable asset is a home. A Houston probate
attorney will not advise probating a will as a muniment of title in Texas if
the beneficiaries do not get along, or if there are significant assets in the
estate.
You can use the Texas muniment of
title in probate court if:
- The decedent left a last will and testament in place
- The decedent’s estate does not have any debts attached
(except secured real estate)
- Medicaid does not have any claims to make against the
estate
- The last will and testament was presented in a Texas
probate court within four (4) years of the decedent’s death
Consult an experienced Houston probate attorney to see if you can qualify for a muniment of title.
Probate an Estate without a
will:
Dependent Administration of Estates
If you have a loved one who died intestate,
without a will, a probate court will appoint an Administrator to the
decedent's estate. The administrator is typically a spouse or an heir of the
decedent and once granted permission by the court, the elected administrator
will become the legal representative of the estate. This administrator would
act as an executor and will be responsible for the distribution of the
property.
Texas Small Estate Affidavit – no probate procedure required
A piece of property is considered a
small estate if the value of the property is $75,000 or less. A Houston probate
attorney will recommend filing a small estate affidavit to avoid the probate
procedure.
To file a small estate affidavit
with a Houston Probate attorney, there must be:
- No official last will and testament in place
- The value of the decedent’s estate is valued at $75,000
or less
Texas Affidavit of Heirship – no probate procedure required
If the estate of the deceased loved
one primarily consists of real property titled in the decedent's name, a
probate attorney from our firm will recommend filing an affidavit of heirship
to avoid the probate procedure.
To file an affidavit of heirship
with a Houston probate attorney, there must be:
- No official last will and testament in place
- An estate primarily of real property titled in the name
of the decedent
Do I have to go through Probate court?
A Houston probate attorney will inform you about the several routes in which the
decedent's estate is not subject to probating. In these situations, the assets
will transfer automatically upon the death of the decedent.
Here are the different scenarios to
avoid probate in Texas:
- If property considered a “Small Estate”
- Transfer on Death Deed (TODD)
- Joint Tenancy
- Tenancy by the entirety or Community property with Right
of Survivorship
- Beneficiary Designations
- Living Trust in place
A Houston probate attorney from our firm will help you determine if you qualify to
avoid probate and guide you through the details of each possible route.
Potential Issues in Texas Probate
There are many obstacles that can
prevent the Texas probate process from being completed. The following are some
of the challenges that an Executor or Administrator may face when trying to probate
the decedent’s estate:
- Probate Bond
– A probate bond’s purpose is to protect heirs and creditors from being
harmed by the negligence or wrongdoing of the administrator or executor.
If the bond set by the court is too high it can pose a problem probating
the estate.
- Contesting the Administrator – If a party does not agree that the person applying
to be the administrator is a suitable candidate, a party can contest the
appointment of the administrator by the court. This poses obvious problems
to complete the probate process.
- Contesting the Validity of the Will – If a party believes that the executed Will was
either unauthentic or executed through coercion or distress, this can
invalidate a Will and pose obvious challenges.
- Creditor Challenges
– Probate is not just about assets but also about liabilities of the
estate. The administrator or executor must give a notice to creditors. The
creditor can challenge amounts owed to them and that can delay or even
prevent the probate from being completed
- Disputes between heirs – This is one of the most common pitfalls of probate.
It is not uncommon for families to have disputes amongst themselves. In
cases where the heirs cannot agree, real property is sometimes court
ordered to be sold and the proceeds distributed amongst the heirs. There
are also tenant issues for family members that occupy the property at the
time the loved one passed. This can further complicate the Texas probate
process and that’s why having a probate attorney on your side will ease
any issues that arise.
- General probate litigation – With all these potential pitfalls and others not
mentioned, it is not uncommon for the general legal process to take a toll
on the Texas probate process. In some cases, this is used to force parties
to come to a settlement.
Any of these challenges can prolong
the probate process in Texas or even prevent the probate process from being
finalized, so you should contact a Houston probate attorney at Guerra | Days Law Group and we will assist you.
Contact our firm today at any one of
our 3 locations in Texas, or fill out an online form here.
Email: contact@guerradays.com
Houston: 281-760-4295
San Antonio: 210-446-0102
Edinburg: 956-587-9575
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