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The first weeks after losing someone involve time-sensitive tasks. Here's what to prioritize and what can wait.
Handling an estate in Dallas County, Texas means working through both immediate tasks (securing property, ordering death certificates, stopping benefits) and the formal probate process at the Statutory Probate Courts (3) at 600 Commerce Street, 7th Floor, Dallas. The court is part of the Probate Courts 1, 2, and 3.
Probate matters here are routed through Probate Courts Division (County Clerk), Probate Court No. 1, Probate Court No. 2, and Probate Court No. 3. Knowing which office handles what saves time during the first few weeks.
Dallas County has local procedures worth knowing before you start: Separate filing required for each cause number listed on documents; Citations, postings & publications contact: (214) 653-7573 or Probate.Service@dallascounty.org; For filing questions call (214) 653-7422; for copies call (214) 653-7424.
Find out how many death certificates to order:
Track your progress through the probate process:
Once appointed as personal representative, Texas law requires filing an inventory of estate assets with the Statutory Probate Courts (3) within 90 daysTex. Estates Code § 309.051; as amended by HB 3421, 89th Leg. (eff. 9/1/2025)Verified May 1, 2026. The inventory identifies and values everything the deceased owned — real estate, bank accounts, investments, vehicles, personal belongings.
Texas requires publishing a notice to creditors in a local newspaper. Creditors then have 4 monthsTex. Est. Code § 355.060 (121-day bar triggered by optional § 308.054 notice); § 355.001 (no fixed deadline without such notice)Verified May 1, 2026 to file claims against the estate.
Your first priorities are securing property and stopping automatic payments. Collect mail, lock up valuables, document what's there, and call Social Security at 1-800-772-1213 to report the death — this prevents benefit overpayments that the estate would have to repay later.
Contact banks and credit card companies as soon as possible to freeze accounts and prevent unauthorized transactions or recurring charges. Most institutions require a certified death certificate.
When you're ready to start probate, contact the Statutory Probate Courts (3) at 214-653-7099 to confirm what documents you need. You can file in person or by mail — families handling probate themselves don't need to use e-filing.
File life insurance claims early. Proceeds pass directly to named beneficiaries outside probate and are often available within weeks, which can help cover immediate estate expenses while probate is underway.
An attorney is most worth the cost when the estate involves contested assets, disputes between beneficiaries, will challenges, business interests, or real estate in multiple states. Straightforward estates can often be handled without one.
Attorney fees in Texas typically run 2%Tex. Est. Code § 352.051 (reasonable and necessarily incurred fees; no statutory percentage)Verified May 1, 2026 to 4%Tex. Est. Code § 352.051 (reasonable and necessarily incurred fees; no statutory percentage)Verified May 1, 2026 of estate value. Flat-fee arrangements are common for straightforward estates without disputes.
Professional help is especially valuable when the estate is large enough to trigger Texas' estate tax filing thresholds, involves unusual assets, or creates potential liability for the executor.
Data sourced from Texas statutes and official state code. How we research.
Before anything court-related, handle three things: get the doctor or coroner to sign the death certificate, secure the home and any valuables, and locate the will. Only then does probate planning make sense.
Plan on 8–12 certified copies. Each financial institution, title company, insurer, and the Dallas County probate court will ask for an original. Ordering too few is the most common delay families run into. Use the Texas death certificate calculator for a personalized count.
Texas does not set a strict filing deadline for opening probate, but delay has costs: the creditor claim period is 4 months, assets stay frozen until probate opens, and some banks refuse to act without letters. Most families file within 30–60 days.
Funeral homes typically report the death to Social Security. Bank and brokerage notifications are on the executor — accounts freeze on notification, so timing matters. The Texas estate settlement checklist walks through the order.
Yes. A revocable living trust keeps the estate out of Dallas County probate entirely — no filing, no hearings, no public record. Families who plan ahead settle in weeks instead of months. Create a revocable trust online before the next generation has to go through what you're handling now.
Here's what you should know about court appearances in this county.
Contested matters: parties must confer and/or attend mediation before requesting a setting
Dallas County
600 Commerce Street, 7th Floor
Dallas, TX 75202
Phone:
214-653-7099Hours:
Monday - Friday, 8:00 AM - 4:30 PM
Each institution has a separate death claim process. Find yours below.
Get a complete guide for your specific circumstances.

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