Asked in Estate Planning and Probate for Texas

Q: Texas Small Estate affidavit process, fees and durations

My Father and mother both died without a will. My dad has a Employee Stock purchase plan valued at around $18,000 and has a life insurance policy valued at 40,000. Do that qualify for the Small Estate affidavit probate process? I have got a link to Fort Bend county courts for the required forms, however could not find related fees. Typically what are details steps and how long does it take for the Estate to be transferred to survived heirs

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

A: While the filing fee may be around $350, you would do well to hire a lawyer to help you complete this tricky form. Before that, you would do well to make sure that the entities holding the money will accept an Affidavit of Small Estate and not require Letters of Administration.

Matthew Valley agrees with this answer

Mr. Troy Michael Moore
PREMIUM
Mr. Troy Michael Moore
Answered
  • Estate Planning Lawyer
  • Houston, TX
  • Licensed in Texas

A: It sounds like your father's estate probably qualifies based on the above information. There are other factors to consider in the analysis. I offer a free consultation on probate matters and I practice in Fort Bend County. My number is 281-970-8039

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.