Estate Planning and Personal Records
Personal and Estate Records Organizer
Important personal and estate information is often scattered among paper files, financial accounts, insurance records, digital records, and original legal documents. The organizer below is intended to help a person collect that information in one place and keep it current.
This organizer is a recordkeeping aid. It is not a will, trust, power of attorney, directive, beneficiary designation, or substitute for legal advice or properly executed estate-planning documents.
Texas Probate
Illustrative Probate Documents
Texas probate procedure depends on the will, family history, property, requested relief, applicable statutes, and local court practice. These annotated documents are educational illustrations of issues that can arise when selecting and preparing a probate pleading.
Important Notice
These documents are not fill-in forms and are not intended for filing. They do not constitute legal advice. The correct procedure can require different pleadings, proof, citation, notice, an attorney ad litem, court deposits, or more than one probate proceeding. The reader should consult with a lawyer before selecting, preparing, or filing a probate pleading.
Annotated Texas illustration addressing procedure selection, original and unavailable wills, executors, administration, partial intestacy, timing, proof, and local practice.
View PDF Application to Declare HeirshipAnnotated Texas illustration addressing family and marital history, property characterization, notice, attorney-ad-litem issues, partial intestacy, and procedure selection.
View PDFFor explanatory information about probate practice, see Probate, Probate and Estate Administration, Estate Administration, and Probate Litigation.
Other Firm Information
Articles, Professional Information, and Notices
Other materials are maintained on the page that best describes their purpose, rather than repeated here as duplicate downloads.
Legal articles, published materials, appellate decisions, and firm news, including real-estate, taxation, condemnation, road-renaming, and municipal utility district materials.
Go to Articles Attorneys and Professional CredentialsAttorney biographies, curriculum vitae, ad litem certification, professional qualifications, and contact information.
Go to Attorneys and Staff Website Notices and Professionalism MaterialsWebsite terms, disclaimers, privacy information, copyright provisions, resource-use notices, and The Texas Lawyer's Creed.
Go to Notices