FAQ
Frequently Asked Questions
Probate
My parent died without a will. What happens now?
It’s common for family members to pass away before they’re able to make their estate plan. When someone dies without a will, this is referred to as “intestacy”. Texas, like all states, provides default rules on how a decedent’s assets are divided among family members, depending on the person’s marital status and if he or she had children. The property division also depends on whether your family member’s estate consists of separate property or as community property with his or her spouse. Your probate attorney will explain the default rules of property division and whether you’ll need to proceed with administering the estate through the court system.
Do I need to go through probating my loved one's will even if I know how she wanted property divided?
Sometimes yes, sometimes no. You still may have to go through the legal process even when family members are generally in agreement when it comes to division of property. For one, you may not have full access to all assets, such as bank or brokerage accounts, until a judge grants you authority to deal with your loved one’s estate. If your family member owed debts to creditors, probate provides a mechanism to pay off those debts in an orderly fashion. Furthermore, assets like real estate typically require some form of probate procedures to properly reflect new ownership in deed records.
Texas provides several means of dealing with a decedent’s estate, some of which can be accomplished with minimal court involvement. A probate attorney can walk you through your family’s options.
What are the first steps I should take after a family member dies?
The hours and days after a loved one’s death are a difficult time for any family. After notifying relatives and friends of the death, family members should make funeral, burial or cremation arrangements. You should find out whether your family member had a prepaid burial plan or otherwise expressed their wishes prior to death. Relatives should also secure the decedent’s property by locking home and vehicles, throwing away spoilable food, and forwarding mail. If your relative was still employed, contact their work to receive their final paycheck and see if they had any employer-sponsored insurance benefits. Be sure to request multiple copies (at least 10) of your relative’s death certificate from the funeral home or vital statistics office. When you’re ready, contact a probate attorney to discuss your options to close your loved one’s estate.
It's been years since my relative died, and the family never took any formal action in her estate. How do we clear title to real property still held in her name?
Texas generally gives family members four years after a loved one’s death to appoint an executor or administrator and distribute the assets of the estate. If you are now beyond that time period and need to clear title to real property, consult an attorney today to see what your options may be. Depending on whether your relative left a will, who assumes the property under the rules of intestate succession, and other factors, your attorney may advise a muniment of title, a declaration of heirship, or an affidavit of heirship to transfer property to the heirs.
Estate Planning
Why do you call it "estate planning" when all I want is a will?
A well-crafted estate plan is broader than only a will: it provides a means to deal with your property when you’re not able to. It includes powers of attorney appointing someone to make medical and financial decisions in the event of incapacity or illness, guides the court in appointing a guardian to act on your behalf if it becomes necessary, and distributes property to your loved ones or favorite causes after your death.
How long does the process take?
After our initial introductory meeting, you will schedule an in-depth planning meeting to discuss your goals in the estate planning process. After the planning meeting, the attorney will get to work on crafting your documents. Drafts of your will, powers of attorney, and other documents are generally available for your review within two weeks of the planning meeting. Once your review of the documents is complete and you are fully satisfied with their contents, we will schedule a convenient time to execute your estate planning documents.
I want my estate to avoid probate entirely. What is the best way to accomplish this?
Many clients have heard horror stories about probate and want their family to avoid it at all costs. The decisions you make in the estate planning process determine how your estate is administered after your death and can include probate avoidance strategies. Your estate planning attorney can counsel you on whether this is advisable given your objectives and particular family and financial situation. If probate avoidance is your ultimate goal, your attorney can advise you on the best way to achieve this through the use of trusts, beneficiary designations, and survivorship agreements.
Why should I bother with an estate plan if the default rules of intestacy would give my assets to the same people who I would've named in a will?
While the end result may be the same, it is almost always easier to administer a decedent’s estate if he left a will drafted by a knowledgeable attorney. You can grant your executor broad powers to act without court supervision, which may not be possible without a will. Naming your beneficiaries in the will also prevents unhappy surprises if the laws of intestacy change later on or if they don’t distribute your property as anticipated.
If you have minor children or children with special needs, a will becomes even more vital to ensure any inheritance goes to beneficiaries in a way that doesn’t compromise government benefits or becomes legally theirs before they have the maturity to handle an inheritance. Blended families also present a challenge to the usual intestacy rules; step-children who are not legally adopted will not inherit from a step-parent without a will, and dividing assets between a surviving spouse and adult children may lead to conflict and an unexpected and unhappy outcome for your grieving family.
Elizabeth A. Sabol, JD, CPA
Protecting Your Future
Get In Touch
- Call : +1 ( 512 ) 222 - 9239
- Email : info@esabollaw.com
- Address : 201 S. Lakeline Blvd., Suite 501, Cedar Park, TX 78613