Rockwall, TX asked in Estate Planning for Texas

Q: Does my will need to be probated?

I live in Texas, am single with 2 grown children and don't own a house. All I have is my personal & household possessions, a car with a clear title, and a small joint bank account (including savings) with one of my daughters. My life insurance and retirement both have a designated beneficiary. Does my will need to be probated?

Related Topics:
1 Lawyer Answer
Terry Lynn Garrett
PREMIUM
Terry Lynn Garrett
Answered
  • Estate Planning Lawyer
  • Austin, TX
  • Licensed in Texas

A: If there is a Will, it needs to be probated. Why? Because Wills get lost, people remember what they say differently, and a "Will" may not really be a Will.

But with the assets you describe, you may not want to have a Will at all. In Texas, if there is no Will and you leave no more than a home, up to $60,000 in household goods and personal effects, and no more than $75,000 in other property (such as a car and a bank account), your heirs can agree to pay any outstanding debts and divide the remainder according to the Texas laws of descent and distribution. They and two witnesses who will not inherit and who can state that they are the heirs and the only heirs must sign an Affidavit of Small Estate before a notary public and file it with the local probate court. The property must be specifically described, with the car's VIN, the name of the bank and last four digits of the account, etc. This form of probate does not require a hearing and is significantly cheaper and faster than probating a Will even if your heirs pay a lawyer to look over a form to make sure that they got everything right.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.