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What to Expect in the Probate Process in Texas

Probate Process in Texas

When a loved one passes away, dealing with grief is hard enough—navigating the legal process that follows shouldn't add more stress.


If you’re facing probate in Texas, it’s natural to feel overwhelmed. But with the right guidance, the process can be manageable—and even streamlined.


At BC Robertson Law, we walk families through probate every day. Here’s what you need to know to approach it with clarity and confidence.


What Is Probate?

Probate is the legal process by which a deceased person’s estate is settled:

  • The court validates their will (if one exists)

  • Appoints an executor or administrator

  • Ensures debts and taxes are paid

  • Distributes remaining assets to heirs or beneficiaries


If the person died without a will, Texas law (called “intestacy law”) determines who inherits what.


When Is Probate Required in Texas?

Probate is generally required if:

  • The deceased owned property in their name only (like a home or vehicle)

  • There’s no living trust in place

  • Financial institutions require court authority to release funds


However, not all assets go through probate. Some assets may pass outside of probate, including:

  • Life insurance with a named beneficiary

  • Retirement accounts (IRA, 401k)

  • Payable-on-death (POD) or transfer-on-death (TOD) accounts

  • Property held as joint tenants with right of survivorship


The Basic Steps of the Texas Probate Process

  1. File an Application with the Probate Court

    • Filed in the county where the deceased lived

  2. Notify Heirs and Beneficiaries

    • Formal notice may be required

  3. Attend a Probate Hearing

    • The court validates the will (if any) and appoints an executor or administrator

  4. Inventory and Appraise the Estate

    • All assets and debts are identified and valued

  5. Pay Debts and Taxes

    • Includes notifying creditors and resolving valid claims

  6. Distribute Remaining Assets

    • Once debts are paid, the estate is distributed according to the will or Texas law


How Long Does Probate Take in Texas?

It depends on the complexity of the estate, court scheduling, and whether any disputes arise.

  • Simple uncontested probate: 3–6 months

  • Contested or complicated cases: 9–18 months or more


Having a valid will and organized estate can significantly shorten the timeline.


How Much Does Probate Cost?

Typical probate costs may include:

  • Court filing fees

  • Attorney fees

  • Executor compensation

  • Appraisal and accounting fees


Texas allows “independent administration,” which is a simplified probate process that can lower costs and reduce court supervision—but it requires specific language in the will.


Can Probate Be Avoided?

Yes, in some cases—but only with proper planning. Tools like:

  • Revocable living trusts

  • Beneficiary designations

  • Joint ownershipcan allow certain assets to pass outside probate entirely.


How BC Robertson Law Supports You Through Probate

Whether you’re an executor navigating the process or a family member with questions, we provide:

✅ Full legal representation and court filings

✅ Guidance on asset inventory and debt resolution

✅ Strategies to resolve disputes and move forward

✅ Compassionate, clear communication every step of the way


📌 Probate doesn’t have to be overwhelming.


📅 Schedule your consultation with BC Robertson Law today to get the support and legal insight you need during a difficult time.



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