Are You Sure the Executor Named in Your Texas Will is Qualified to Serve?

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The individual named in your Texas Will as your Executor is merely your preference. In fact, Texas Estates Code Section 304.001 sets forth the order of individuals qualified to act as the estate’s representative. This section also grants the court the discretion to decide who is qualified to serve in an order of preference as […]

Firearms in Estate Administration – Can Your Beneficiary Receive The Gun?

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Serving as an Executor can involve a lot more than most individuals imagine when they contemplate what an Executor does in practice. As an example, in Texas, you can’t represent yourself (you must retain an attorney), you must qualify based upon the provisions of the Texas Estates Code and you can’t legally act as Executor […]

New Registration Requirements for Texas Guardians After June 1, 2018

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Texas Senate Bill 1096, passed during the 85th Legislature, Regular Session, affects the appointment of Texas Guardians. If you are applying for Texas Guardianship you should be aware of the following registration requirements. These requirements should be met at least ten days before your scheduled hearing on the Application for Guardianship. These requirements as set forth […]

Checklist for the Texas Surviving Spouse, Trustee, or Executor – Part 5

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Memento mori – “Remember that you have to die” This is a five-part series designed to assist the surviving spouse, executor or trustee. The series is presented in a checklist format. Each checklist can be used independently and can also serve as a reference for successor executors and trustees. Every estate or trust administration is […]

Checklist for the Texas Surviving Spouse, Trustee, or Executor – Part 4

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Memento mori – “Remember that you have to die” This is a five-part series designed to assist the surviving spouse, executor or trustee. The series is presented in a checklist format. Each checklist can be used independently and can also serve as a reference for successor executors and trustees. Every estate or trust administration is […]

Checklist for the Texas Surviving Spouse, Trustee, or Executor – Part 3

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Memento mori – “Remember that you have to die” This is a five-part series designed to assist the surviving spouse, executor or trustee. The series is presented in a checklist format. Each checklist can be used independently and can also serve as a reference for successor executors and trustees. Every estate or trust administration is […]

Checklist for the Texas Surviving Spouse, Trustee, or Executor – Part 2

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Memento mori – “Remember that you have to die” This is a five-part series designed to assist the surviving spouse, executor, or trustee in the probate process. This checklist may also be helpful to an estate beneficiary. The series is presented in a checklist format. Each checklist can be used independently and can also serve […]

Checklist for the Texas Surviving Spouse, Trustee, or Executor – Part 1

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Memento mori – “Remember that you have to die” This is a five-part series designed to assist the surviving spouse, executor, or trustee in the probate process. This checklist may also be helpful to an estate beneficiary. The series is presented in a checklist format. Each checklist can be used independently and can also serve […]