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Fillable PDF guide

The Executor's Guide to Probate: Texas

A 15-page guide and estate workbook for settling a Texas estate under the Estates Code: whether probate is needed, the options short of full administration, the court process and deadlines, and closing, with an inventory, expense log and notification list.

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General information, not legal or tax advice. Texas probate courts generally require an executor to be represented by a lawyer.

What's inside

  • The first weeksA first-two-weeks checklist, how assets pass and the four-year deadline.
  • Texas optionsMuniment of title, the small estate affidavit and the affidavit of heirship.
  • The court processIndependent administration, deadlines after appointment and community property.
  • Debts and closingClaim priorities, distribution, executor fees and federal tax duties.
  • WorkbookAn estate inventory, estate bank account and expense log, and who to notify.

Details

  • One fillable PDF, 15 pages, letter size
  • Type on screen in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, or print it
  • Texas edition; state law cited as of November 2026
  • Instant download after checkout
Other states

State editions

Small claims, deeds, probate and landlord-tenant guides for Texas, Florida and California, with Oklahoma editions of small claims, deeds and probate.

See all state editions →