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Probate

Purpose of Probate

Ultimate Goal

“The Ultimate goal of probate is to get the assets out of the decedent’s name and into the name of the decedent’s beneficiaries or heirs.

Possible options if your loved one has

passed away with a Will

Possible options if your loved one has

passed away without a Will

Did your loved one pass away?

What are NON-probate assets?

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Trust Property
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Joint Held Accounts
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Real Property Deed
Upon Death
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Accounts with Beneficiaries
(P.O.D) Accounts
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Life Insurance
with a Beneficiary Named
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Texas Real Estate is not generally right of survivorship

What are considered probate assets?

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Real Property
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Jewelry
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Cars
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Antiques and Collectibles
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Art
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Stocks & Bonds
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Life Insurance if no beneficiary is listed or beneficiary is deceased
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Bank and retirement
accounts with no or estate beneficiaries.
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Clothing &
Personal Items

Did your loved one pass away with a Will?

My analysis always starts with - Is there a Will or not?

When someone dies WITH a Will (testate) options

Did your loved one pass away without a Will?

My analysis always starts with - Is there a Will or not?

When someone dies WITHOUT a Will (intestate) options
Request a Consultation

If you need an attorney for an uncontested probate or guardianship matter, or if you are interested in simple estate planning, we are here to help.  Contact us to schedule a consultation.

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