How we help Texas families
Full estate administration when you need it — and simpler probate alternatives when you don’t.
Full estate administration
Our core service. When an estate must pass through a Texas probate court, we manage the entire process — for both testate estates (with a valid will) and intestate estates (where Texas law decides who inherits).
We prepare and file the application, gather supporting documents, track every court deadline, and coordinate the hearing so the estate moves forward without missteps. Because we are not a law firm, we keep our focus on the administrative work that makes up the vast majority of a probate — and when a court appearance is required, an independent Texas attorney reviews the documents and attends the hearing.
What’s included
- Preparing and filing the probate application
- Gathering wills, death certificates & supporting records
- Identifying and notifying heirs and beneficiaries
- Tracking court deadlines and required notices
- Coordinating the independent attorney & hearing
- Inventory, appraisement & list of claims
- Estate accountings and final tax returns
- Final distribution and closing the estate
When you may not need full probate
Not every estate requires a full administration. If a simpler path fits, we will tell you — and handle it.
Muniment of title
When there is a valid will and no unpaid debts (other than those secured by real estate), Texas allows property to transfer without a full administration. We confirm eligibility and prepare everything required.
Affidavit of heirship
Often used to transfer real property when no formal probate is opened, this establishes the legal heirs of the estate. We prepare the affidavit and guide you through signing and filing.
Small estate affidavit
For smaller estates with no will that meet the Texas value thresholds, this can be a faster, lower-cost path. We assess eligibility and assemble the paperwork.
Beyond the legal step
Settling an estate is about far more than the court filing. We handle the financial and logistical work that usually falls on the family.
Accountings & tax returns
We prepare estate accountings and coordinate final income and estate tax returns, so nothing is missed at filing time.
Insurance & retirement
We help locate and claim life insurance, annuities, and retirement accounts — with referrals when beneficiaries need guidance.
Clean-out & estate sales
When the estate includes a home, we can arrange a full property clean-out and estate sale to ready it for sale or transfer.
Not sure which path fits?
Reach out for a free, no-obligation consultation. We will review your situation and recommend the right approach — full administration or a simpler alternative.