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Blogs from June, 2022


You know what they say about assuming.

There are different types of ways to transfer property after someone dies. Property can be transferred by means of wills, trusts, court orders, and/or legal activities. Choosing the correct means of transfer requires not only an understanding of various aspects of Texas law, it also requires proven experience in dealing with each type of asset, each type of institution, and which type of transfer will be involved in each person’s particular situation.

Do not assume that just because your friend told you that they “just filled out an Affidavit of Heirship for Great Grandaddy’s ranch” that you’ll be able to transfer your parents’ house the same way. Do not assume that just because your sister used a Small Estate Affidavit to get into her deceased husband’s savings account that you’ll be able to get your spouse’s life insurance policy that way. Do not assume that just because your cousin “didn’t need to” probate your uncle’s Last Will and Testament that yours won’t need to be probated. 

Not only do laws and financial institutions’ policies change, but ONLY an attorney can analyze your very specific situation to pinpoint the idiosyncrasies of your very specific needs and goals. An attorney that specifically practices probate and estate planning law can meet with you and work with you to form a plan to get an estate settled as comprehensively and effectively as the law will allow.

Questions or concerns about the probate process or estate planning? We are here to help! Visit us here to find out how we can address your estate planning needs.