Texas

Texas Resources for Executors

The Lone Star State

Texas probate courts, executor forms, probate cost and executor fee calculators, and the agencies and banks to notify after a death.

Settle an estate in Texas, step by step

A Texas settlement plan lists each task in order, from the death certificate to the final distribution, with the Texas deadlines and forms attached to each step.

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Texas Probate and Settlement Rules

Texas operates under community property law, one of only nine states to do so. Most assets acquired during marriage belong equally to both spouses regardless of whose name is on the title or who earned the income. This fundamental difference from common law states shapes every aspect of estate planning here, from how property passes at death to what a surviving spouse automatically inherits.

If you die without a will in Texas, your heirs must survive you by at least 120 hoursTex. Est. Code § 121.052Verified Oct 21, 2026View source to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident. The amount a surviving spouse inherits without a will depends on whether your parents are still alive. If they are, your spouse may have to share the estate with them—a result that surprises many people and underscores why having a will matters. When children survive, Texas gives the surviving spouse only a life estate in one-third of the deceased spouse's separate real property—the right to use it during their lifetime, but not to sell it. The remaining separate property and all community property follow different rules. This complexity is one reason Texas families often use trusts to simplify asset transfers.

Smaller estates under $75,000Tex. Est. Code § 205.001/205.006Verified Sep 8, 2026View source can use a simplified transfer process that avoids full probate proceedings.

Texas does not impose a state estate tax or inheritance tax, which means estates are only subject to the federal estate tax (currently exempting the first $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source per person, or $30,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source for married couples using portability). This is a meaningful advantage over the states that layer their own death taxes on top of the federal system.

Texas provides constitutional homestead protection with no dollar limit on the home's value—only acreage limits of 10 acres in urban areas and 200 acres in rural areas. This means a home worth any amount is protected from most creditors during the owner's lifetime and passes with strong protections to surviving spouses and minor children. Executors must publish a notice to creditors, who then have 4 monthsTex. Est. Code § 355.060; § 403.055 (independent administration); § 355.001Verified Sep 8, 2026View source to file claims against the estate.

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Legal Sources

Data sourced from Texas statutes and official state code. How we research.

Find Your County’s Probate Court

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An estate is opened in the probate court of the county where the person lived. Click on any county in Texas for that court’s contact information, filing procedures, fees, and what to do when someone dies there.

All 254 Texas counties

Texas Estate Settlement Forms

Probate petition, notice to creditors, inventory, closing. Free for Texas.

Free

EIN Application

Get the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.

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Free

IRS Form 56

Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.

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Free

IRS Form 1310

Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.

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Free

Petition for Probate and Letters

Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.

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Free

Notice to Creditors

Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.

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Free

Renunciation of Executor

Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.

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Free

Affidavit of Heirship

Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.

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Free

Affidavit of Death

Put a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.

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Free

Small Estate Affidavit

Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.

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Free

Estate Inventory

Prepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.

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Free

Estate Closing

Prepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.

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Free

Letter of Instruction

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

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Free

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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Texas Tools & Calculators

Probate cost, executor fees, creditor deadlines and more for Texas.

How Much Does Probate Cost?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate.

Calculate Costs

How Much Can an Executor Charge?

Calculate how much an executor can charge for administering an estate.

Calculate the Fee

Who Inherits Without a Will?

Find out who inherits your estate and how much they get if you die without a will.

Check the Rules

What's Fair Trustee Compensation?

Find out what fair compensation looks like for serving as trustee.

Calculate the Fee

How Much Are Estate & Inheritance Taxes?

Calculate federal estate tax, state estate tax, and inheritance tax for an estate.

Calculate the Tax

How Many Death Certificates Do I Need?

Calculate how many certified death certificates you need and see ordering info for your state.

Calculate the Amount

Do I Need Probate?

Find out if an estate needs probate or qualifies for simplified procedures.

Get the Answer

What Taxes Apply to My Inheritance?

Inheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.

Calculate the Tax

How Does Step-Up in Basis Work?

Calculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.

Calculate the Tax

Can I Self-File Probate?

Whether your state lets you open probate yourself, and what it costs with a lawyer and without one.

Get the Answer

How Do I Get Letters Testamentary?

See the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.

See the Steps

What Are the Creditor Claim Deadlines?

Find creditor claim deadlines, notice requirements, and payment priority order for your state.

Check the Rules

What Happens When an Estate Is Insolvent?

See the order your state pays an insolvent estate's debts and which claims go unpaid.

Check the Rules

How Do I Claim a Deceased Person's Unclaimed Property?

See where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.

Check the Rules

What Happens to Jointly Owned Property When an Owner Dies?

See what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.

Check the Rules

Do I Have to File Tax Returns for Someone Who Died?

Find out which tax returns need to be filed after someone dies and whether tax clearance is required.

Get the Answer

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.

Estimate the Value

How Do I Settle an Estate?

Personalized plan for settling an estate after someone passes away.

See the Steps

How Do I Settle a Trust?

Personalized plan for settling a trust after the grantor passes away.

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What Do I Do When Someone Dies?

A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

See the Steps