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Texas Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Texas on
Q: Can I gain entrance to a deceased family members home to search for their will?

The only person with keys to the house is a non family member who was taking care of my uncle when he was sick, and he won’t hand the keys over.

James L. Arrasmith
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answered on Mar 14, 2024

Gaining access to a deceased family member's home to search for their will can be complex, especially when the keys are held by someone who is not part of the family. It is essential to understand that the process and legality can vary depending on your location. Typically, if you are the... View More

1 Answer | Asked in Estate Planning, Family Law and Elder Law for Texas on
Q: 1. How do I get visitation rights to see my 89 year old mother? One brother is preventing other family from seeing her.

My mother is 89 years old and has documented dementia since 2014. My father cared for her until his passing in Feb. 2023. One brother took approximately $300 - $400K out of bank accounts and opened a new bank account that has him and my mother both as signers. There is no way my mother would have... View More

John Michael Frick
John Michael Frick
answered on Mar 11, 2024

A person cannot simply declare themselves another person's legal guardian. It requires a determination of incompetency and court order.

A person cannot legally change a power of attorney signed by another person. The person making the power of attorney can do that by revoking a prior...
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1 Answer | Asked in Estate Planning, Libel & Slander and Probate for Texas on
Q: Is this considered fraud if my gradfathers wife/ common law wife signs a warranty deed t her daughter w/o his signature?

I know they went to the court house and filed for a marriage license but I haven't found one yet se never claimed his last name but he is listed on the deed of trust his name first & hers following and now I found out she signed a warranty deed over to her daughter without my grandfather... View More

Anthony M. Avery
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answered on Mar 4, 2024

If Grandfather's wife owned an interest in property, she can convey it. Hire a TX attorney to search the title and determine present ownership. No fraud by your stated facts. Deed may have been a nullity with not interest conveyed. Grandfather would then have standing to file suit to... View More

1 Answer | Asked in Estate Planning for Texas on
Q: My close friend passed and left all his estate to me per holographic will,his landlord is trying to keep all of it

What do I need to do

John Michael Frick
John Michael Frick
answered on Mar 4, 2024

You need to probate your friend's holographic will.

2 Answers | Asked in Estate Planning, Contracts and Personal Injury for Texas on
Q: I was willed 28.000.000.00 by a man from Canada he sent the electronic draft. I believe officials have with out my autho

Authorization been using my bank draft for public use what should I do

Tim Akpinar
Tim Akpinar
answered on Mar 5, 2024

It's possible this could involve elements of Canada law. But the short answer is to be careful in dealing with business offers, donations, gifts, or bequests from people you don't know. You could review the matter with a Texas attorney to determine its legitimacy. Good luck

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2 Answers | Asked in Estate Planning, Federal Crimes, Legal Malpractice and Medical Malpractice for Texas on
Q: Hi there I need to find lawyer to help address some events that took place while I was in court custody in Florida.

I was pushed to sign a will of my own assets and finances against my own desires

I was expected to sign documents regarding my grandfather's passing and ommitting myself from finances which I still do not comprehend and still never was an me to get somebody to break down the language... View More

John Michael Frick
John Michael Frick
answered on Feb 23, 2024

If you signed a Will, you can always create a new Will in accordance with your current desires revoking all prior Wills you have made.

Given the circumstances you describe, I likely would recommend you sign a new Will even if it is the same as the one you signed under those circumstances in...
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2 Answers | Asked in Estate Planning, Real Estate Law and Probate for Texas on
Q: Does title company have right to ask for social security # and copy of deceased spouse & my will re land offer?

Land purchased by me in Texas as minor many years ago; my mother was on original document. I added my husband after our marriage 10 yrs later. Land was part of southwest scheme to take $ from people, never thought we'd be able to sell. My husband is deceased. I am ORIGINAL owner of this land.... View More

Anthony M. Avery
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answered on Feb 19, 2024

The SSN will get a reported capital gain to the IRS. The other items requested have to do with proving your source of title. If you do not wish to comply with them, ask for another title company or title insurance company to handle your transaction. Your potential will has no bearing on this... View More

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1 Answer | Asked in Estate Planning and Probate for Texas on
Q: My grandpa passed. We couldn’t find will to probate. Two years later my gma passed with a will. We have found grandpas

Will that states he gives everything to my grandma. Do we still need to probate his will if there’s only one estate?

T. Augustus Claus
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answered on Feb 9, 2024

Even if your grandfather's will only leaves everything to your grandmother, and she has since passed, it's still advisable to probate your grandfather's will. Probating his will can ensure that his assets were legally transferred to your grandmother, which can then be properly... View More

1 Answer | Asked in Estate Planning for Texas on
Q: What happens to a will created in Texas when parent remarries in Oklahoma?

Parents had Will created in Texas before mom passed away in 2019. Dad has recently remarried in Oklahoma. Dad is planning on selling house in Texas and buying a house in Oklahoma. In the Will, the house in Texas was being left to the children. How does this remarriage in Oklahoma affect the... View More

John Michael Frick
John Michael Frick
answered on Feb 6, 2024

The Will remains valid as to the disposition of the dad's estate; however, his new wife will now have widow's rights and will have an undivided 50% ownership interest in all community property they acquire during the marriage.

1 Answer | Asked in Estate Planning for Texas on
Q: What happens to a will after remarriage?

Mom and dad created a will before my mom passed away in 2021. My dad has recently remarried. How does this remarriage affect the will?

John Michael Frick
John Michael Frick
answered on Feb 5, 2024

The Will itself remains valid, but the new spouse may have widow's rights separate and apart from the Will. Also, any property acquired by the couple after the remarriage will be community property of the couple. Dad's Will can only dispose of his undivided one-half interest in such... View More

1 Answer | Asked in Estate Planning, Family Law, Adoption and Probate for Texas on
Q: My uncle adopted me as his son in 2008 in Turkey. And he was a US Citizen. Now he passed away and his wife kicked me out

J

Isaac Shutt
Isaac Shutt
answered on Jan 28, 2024

Yes, you should hire a Dallas probate attorney as soon as possible. At a minimum, a probate attorney could research the probate court's records and then make recommendations to you for how to proceed.

If your father had a valid last will and testament, it's possible he gave...
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1 Answer | Asked in Estate Planning, Real Estate Law, Probate and Elder Law for Texas on
Q: I’m the POA and guardian of my grandfather and his estate. He sold it a month before death for 10 dollars. Is it legal?

I have been the POA and guardian for nearly 10 years. Right before his death other family members blocked my phone calls to him. I was not notified of his death and a month afterwards I found his obituary. When I went to the county records office I was notified he had sold his property a month... View More

John Michael Frick
John Michael Frick
answered on Jan 29, 2024

If you have been the guardian of your grandfather and his estate for that long, the court that appointed you 10 years ago must have determined that your grandfather was incapacitated and that a guardianship is necessary. Your grandfather's incapacity probably provides a valid basis to set... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Texas on
Q: I need an attorney that's familiar with Texas ladybird deeds. Any recommendations? Time is off the essence.

We are being sued in probate court for a property that was left to us through a ladybird deed. We desperately need an attorney that understands the difference between a ladybird deed and a transfer on death deed.

John Michael Frick
John Michael Frick
answered on Jan 29, 2024

A TODD and a "ladybird" deed are very similar with three important differences. 1) A TODD does not provide a warranty of title, whereas a labybird can; 2) a TODD can only be signed by the actual owner and not by an agent acting under a POA; and 3) only the owner can retain a life estate... View More

2 Answers | Asked in Real Estate Law and Estate Planning for Texas on
Q: Property is in husbands name only. If he passes with no will, does everything just come to me? Or do I need to be added?

Home, land & vehicles are only in my husbands name. Neither of us have a will. So if he should pass away, does everything come to me or does he need to add me to the property and house deeds? We have concerns about this due to me never being on the deeds. We also need to make wills soon. We are... View More

John Michael Frick
John Michael Frick
answered on Jan 26, 2024

Without a will, 1/3 of your husband's separate property will pass to you and 2/3 of your husband's separate property will pass to your children. As long as all of his children are your children, you will get the community property. If not, you will still own an undivided 50% of the... View More

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3 Answers | Asked in Estate Planning and Probate for Texas on
Q: How to find iout if my late husband has an power of attorney? If so how to find power of attorney uspto

How do I find if my late husband had a POA and who is executor and lawyers of his estate? Since my late husband's was killed suddenly and not retired yet, where can his widow find certain things like this? Should the widow have been contacted about any of these thing? Accident happened... View More

Sheldon Starke
Sheldon Starke
answered on Jan 9, 2024

Please accept my condolences for this tragedy. I would start worth people know about lost things and your situation. Your jurisdiction is different than mine but people are not different. I would call the local probate court or better yet go there and talk to people who have encountered the same... View More

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1 Answer | Asked in Foreclosure, Real Estate Law, Estate Planning and Probate for Texas on
Q: Mother died with a mortgage. No will. Heavy debt. I DO NOT want her house. M/C is suing me for mortgage. What do I do?

I am her only child, 39, with my own family. Mother was horrible with finances, and I want nothing to do with her estate.

Hearing in a few days, docket lists “MOTION FOR SUMMARY JUDGMENT, MOTION TO COMPEL MEDIATION AND DEPOSITION,” and I’m freaking out.

John Michael Frick
John Michael Frick
answered on Jan 9, 2024

You should hire an attorney to file an answer, a response to the motion for summary judgment, and a response to the motion to compel mediation and deposition.

If you are not a co-signor on her mortgage, the mortgage company is most likely suing you because you are your mother's sole...
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1 Answer | Asked in Consumer Law, Estate Planning and Family Law for Texas on
Q: My mother had an unsecured personal loan at the time of her death. Do I have to pay it off?

I keep getting billing statements addressed to "The Estate of...." from American Express

The only "individual" assets she had were her personal belongings. I was "joint owner" on both her checking and savings accounts. I was the beneficiary on her life... View More

John Michael Frick
John Michael Frick
answered on Jan 8, 2024

No. A child is not legally responsible for the debts of a deceased parent in the absence of a contractual agreement signed by the child.

Forward the AmEx bill to the personal representative of your deceased mother's estate. It should be paid by the PR out of any non-exempt assets of her Estate.

2 Answers | Asked in Real Estate Law, Estate Planning and Probate for Texas on
Q: My estranged brother sent me a text giving me 5 business days to send him a copy of my mother's will in which she has

named me executor and sole beneficiary. I understand I do not have to show him this will until I have been appointed by the court, however, should I respond to his text? Would a response show that I am agreeing to text communication with him?

John Cucci Jr.
John Cucci Jr. pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Jan 4, 2024

Your question does not state whether or not, anyone has filed to Probate, your mother's Will.

If he has filed it, you better get busy and submit a filing of your own. You should not wait.

You are correct, if you are named as Executor, you have control. But you must file soon....
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1 Answer | Asked in Estate Planning for Texas on
Q: My mother passed last week and I am executor and sole beneficiary of her estate. My estranged brother sent a text

giving me 5 business days to send him a copy of her will. Do I have to send a copy to him?

Beth Ann Serafini-Smith
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Beth Ann Serafini-Smith
answered on Jan 4, 2024

Until you are appointed as the executor you are not required to give anyone a copy of the Will. Until you are appointed, you really have no legal authority to handle any aspect of her estate; a Will is just a piece of paper until the Court rules it is a valid Will and admits it to probate.

1 Answer | Asked in Estate Planning, Family Law and Probate for Texas on
Q: What to do when someone is claiming next of kin falsely and getting my son's property?

My 21 year old son was killed in a car accident recently and was living with his step grandmother at the time of his death. He has no wife or children and passed away instate.

She told the police officer she was his grandmother and his next of kin. They did no research and put her down as... View More

John Michael Frick
John Michael Frick
answered on Dec 20, 2023

The common meaning of the term "next of kin" is the relative or person with the closest relationship to your son. The legal definition of the term is much more precise. A significant other or same-sex romantic partner may very well use the expression "next of kin" to describe... View More

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