Every matter we handle comes with a complete set of court-ready template documents, prepared and organized through our platform. Below is an overview of the documents included with each service path, plus a clear list of what we do not provide so there is never any doubt. Documents marked as will-specific are only included when they apply to your situation.

Independent Administration — Intestate (No Will)

1. Application for Letters of Administration (and to determine heirship)
2. Proof of Death and Other Facts
3. Heirship Information Affidavit
4. Heirs’ Waivers and Consents
5. Oath of Administrator
6. Proposed Order Appointing Independent Administrator (and declaring heirship)
7. MERP Notice / Response Form
8. Notice to Creditors — Published (newspaper)
9. Notice to Secured Creditors — Mailed
10. Inventory, Appraisement, and List of Claims
11. Affidavit in Lieu of Inventory
12. Notice to Heirs of Inventory (or written waiver)

Independent Administration — Testate (With a Will)

Core Documents

1. Application to Probate Will and for Letters Testamentary (or Letters of Administration with Will Annexed)
2. Proof of Death and Other Facts
3. Oath of Executor
4. Order Admitting Will
5. MERP Notice / Response Form
6. Notice to the Will’s Beneficiaries, plus the Affidavit that notice was given
7. Notice to Creditors — Published (newspaper)
8. Notice to Secured Creditors — Mailed
9. Inventory, Appraisement, and List of Claims
10. Affidavit in Lieu of Inventory
11. Notice to Beneficiaries of Inventory (or waiver)

Will-Specific Documents (only when applicable)

• Witness Statement for a not-self-proven will
• Proof of Handwriting (holographic will)
• Proof the Original Will Is Lost (probating a copy)
• Distributees’ Consent (copy)
• Declinations by prior-named executors (will annexed)

Muniment of Title

1. Application to Probate Will as a Muniment of Title
2. Proof of Death and Other Facts
3. Witness Statement / Proof of the Will (if not self-proven)
4. Proof of Handwriting (holographic will)
5. Distributees’ Consent (probating a copy)
6. Order Admitting Will as a Muniment of Title
7. MERP Notice / Response Form
8. Affidavit of Compliance (180-day, where required)

Small Estate Affidavit

1. Small Estate Affidavit (with asset/heir schedules)
2. MERP Notice / Response Form

Affidavit of Heirship

1. Affidavit of Heirship (family-history and property recitals)

What We Do Not Provide

So there is no doubt about scope, absent a separate agreement, the following are outside our flat-fee service:

• Deeds / real-property conveyances (Estate Distribution Deed) — hire a real estate/probate attorney, we can refer you to one
• Wills, codicils, trusts, and estate planning — referral to a licensed attorney, we can refer you to one
• Tax returns (final 1040, estate 1041, Form 706, 1099s) — we can do these for you if specifically part of the agreement or a separate agreement, or your can hire a tax professional/accountant
• Motor-vehicle title transfer (Texas Affidavit of Heirship for a Motor Vehicle, VTR-262) — county tax office
• Annual/periodic Accountings, Closing Reports, and Petition for Judicial Discharge
• Property tax filings or exemption forms
• Litigation, contest, guardianship, dependent-administration, or partition pleadings
• Bond paperwork (matters are structured to avoid bond)