A death can unsettle both a family and the company that supports it. Grief often becomes harder when payroll, customers and ownership questions still require attention. If you are an heir, business owner or executor, knowing what probate involves can help you protect...
Probate & Estate Administration
What documents should you gather after a loved one passes away?
Losing a loved one is difficult and sorting through paperwork can feel overwhelming. Still, finding a few important records early can answer many of the questions that come up after a death and make the next steps easier to navigate. Here are some of the most...
Organizing your assets for your heirs in Texas
Getting your affairs in order is a practical step to protect your family. In Texas, clear organization helps your heirs avoid the confusion, delays and added costs of the probate process. A simple plan guided by state law makes a difficult time much easier for...
What happens if you do not have an executor for your estate
Planning for your future is never easy, especially when it involves what happens after you pass away. While creating a will or a trust is a good first step, not naming an executor in these documents can create issues for your loved ones during the probate process....
Can Texas beneficiaries remove an executor and get another one?
If you’ve recently lost a loved one, it can be some relief to learn that they left a will or a more extensive estate plan that details how they wanted their assets to be distributed. This can save surviving loved ones the stress and cost of a long probate period –...
Protecting your loved one’s legacy from fraudulent fiduciaries
When a loved one passes away, their estate typically goes through a legal process called probate. It should be a system that helps ensure fairness and legal accountability. But what happens when the very person trusted to oversee the estate—the...
Where should someone store their completed estate plan?
Many adults in Texas do not bother to create an estate plan. They procrastinate or convince themselves that they don't need written instructions to help their loved ones after they die. Even those who do create estate plans do not necessarily set their families up for...
How do you choose an executor for your estate?
When you pass away, your executor is the person who will be responsible for ushering your estate through the probate process. They’ll make certain that your assets are secured, your final debts are paid, your last tax return is filed and the remainder of your estate...
Siblings as co-executors: What if they don’t get along?
When siblings get along and have each other’s best interests at heart, they may happily share the burden of being the executor of a parent’s estate. When they mix like oil and water, however, having siblings as “co-executors” of an estate can be an absolute disaster....
3 times a trustee might face fiduciary litigation
A trustee has authority over the assets that someone uses to fund a trust. They take over the management and distribution of those assets, often for a small amount of compensation for the services that they provide. Although family members of the person who created...
