Dallas, TX asked in Estate Planning for Texas

Q: Does a no contest clause in a will cover the executor of the will ?

My step brother is named executor and he had misappropriated some of the assets of before death ( with a POA) I was going to go to court file to have him removed from executor but am concerned about the no contest clause

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

A: It is hard to tell what the "no contest" clause covers without reading the Will. Texas law exempts contests brought in good faith and for just cause. From your description it sounds as though rather than contesting the distributions under the Will, you may be contesting the appointment of the executor based on what you think were bad acts during the testator's life.

Isaac Shutt
Isaac Shutt
Answered
  • Estate Planning Lawyer
  • Richardson, TX
  • Licensed in Texas

A: Meet with a probate lawyer ASAP. Many probate lawyers offer a free (or inexpensive) consultation meeting. The wording of the no-contest clause is important. However, and this is probably even more important, the no-contest clause cannot be used as a shield for the executor's wrongdoing. There are some new probate cases that establish this. In other words, in cases like yours where the executor did something wrong (like misappropriating funds), even if the will says that you can't challenge the executor, you CAN still challenge the wrongdoing of the executor.

To make a long story short, you really should meet with an attorney. People try to use those no-contest clauses as a shield for their wrongdoing, but there is law to prevent this.

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.