Steps to Boerne Estate Administration and Probate
Gathering All Important Information
First you'll need to collect all papers that prove who died, what they owned, and whether they left a will. A certified death certificate is the first document almost every institution will demand, and you will need several originals rather than photocopies because banks, title companies, and government agencies all demand originals and will keep the copies they receive.If a will exists, the original (not a scan) must travel with the application. You'll also need bank and financial account statements, deeds and vehicle titles, any life-insurance designations, and a working list of people who may inherit or who you know hold claims against the estate.
Filing
You'll file probate in the county where that person lived, or, if they didn't live in Texas, in the county where the principal estate property sits or where the death occurred. Once the clerk accepts the filing, a citation is posted so any interested persons are notified about the proceedings. The court will schedule a hearing, and all these parties are free to attend if they wish.Letters Testamentary
At the hearing, the court confirms the death, examines the will if one was offered, and names a personal representative of the estate. If the will names an executor, that person will usually be chosen unless the court finds them unqualified. The clerk then issues something called "letters testamentary," which tell banks and title companies to treat the executor as someone with the authority to manage accounts and property and speak for the estate.Inventory and Appraisal
Within ninety days, the executor must have an inventory made, do an appraisement of the estate's goods, and list all the claims or provide an affidavit in lieu of inventory stating that unpaid debts other than secured debts, taxes, and administration expenses have been satisfied. Once that filing is accepted, all taxes and valid debts get paid in a certain order.Paying the Beneficiaries
Once all taxes and debts are taken care of, beneficiaries inherit the rest. If there's a will, the administrator of the estate must follow its instructions. If there is no will, Texas intestacy laws name out the heirs according to marital status, the status of all separate and community property, and whether the deceased has children.Setting things up so your estate moves smoothly through probate will make things much easier for your loved ones. For help with your probate and estate planning, contact us at the Lovorn Law Firm in Boerne, New Braunfels, or Kerrville, TX today to request a consultation.