Forms for Settling an Estate in Texas

Free forms for settling an estate in Texas: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.

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Renunciation of Executor

In Texas, a person named as executor may decline to serveTex. Estates Code §§ 301.051, 306.001Verified Sep 23, 2026View source before anyone is appointed.

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Affidavit of Heirship

In Texas, heirs put their identity on the land records with an affidavit of heirship recorded with the countyTex. Estates Code ch. 203 (Nonjudicial Evidence of Heirship)Verified Sep 24, 2026View source; once recorded it is prima facie evidence of the facts stated.

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Estate Inventory

In Texas, the personal representative files the estate inventory within 90 daysTex. Estates Code §§ 309.001, 309.051, 309.056, 309.101Verified Sep 15, 2026View source of appointment.

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Estate Closing

In Texas, the personal representative is discharged automatically once the statutory period runsTex. Est. Code §§ 405.007, 405.003, 362.012, 362.013Verified Sep 15, 2026View source, and no final accounting is required.

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Letter of Instruction

Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.

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Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Tools for Settling an Estate in Texas

Free tools for settling an estate in Texas: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.

How Much Can an Executor Charge?

Texas pays executors reasonable compensationTex. Est. Code §§ 352.002, 352.003Verified Sep 8, 2026View source, typically 2.2%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source to 3.8%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source of the estate.

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Can I Self-File Probate?

Texas requires an attorney of record to open formal probate, and informal probate is not available; a qualifying small estate can still be collected without one.

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How Do I Get Appointed as Executor?

In Texas, the probate court appoints the personal representative and the County clerk issues Letters Testamentary or Letters of Administration; every appointment goes through the court.

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What Are the Creditor Claim Deadlines?

In Texas, the 4 monthsTex. Est. Code § 355.060 (121-day bar from a creditor's RECEIPT of the optional § 308.054 notice; § 403.055 is the identical bar in an independent administration); § 355.001 (claims may be presented any time before the estate closes when no § 308.054 notice is sent). Texas has NO claim period running from the § 308.051 published notice.Verified Sep 8, 2026View source a creditor has to present a claim run only from receipt of the written notice the personal representative mails; without notice, a claim can be presented until the estate closes.

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What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Texas pays the claims in 8Tex. Est. Code § 355.102Verified Sep 23, 2026View source classes in statutory order, beginning with funeral expenses (up to $15,000) and last illness expenses (up to $15,000).

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How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

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What Is the Estate's Personal Property Worth for Probate?

Estimate the fair market value of household items for probate and see how it affects fees.

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Hire a Texas Probate Attorney

Browse 135 probate firms in Texas with addresses, contact info, and practice details.

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Texas Estate Settlement Resources

In-depth guides covering Texas probate, estate administration, and settling an estate.