Do I Qualify for a Small Estate Procedure in Texas?

Full question:

My daughter left a will naming me, her mother,as her heir. Never married, no children. Very few assets-a car and a small account with Ameritrade. Do I need to probate will or will an heirship affidavit be enough?

  • Category: Wills and Estates
  • Subcategory: Small Estates Affidavit Law
  • Date:
  • State: Texas

Answer:

In Texas, where the value of the entire assets of the estate, not including homestead and exempt property, does not exceed $50,000, a small estate may be administered by a small estate affidavit. After the affidavit has been approved by the court, the affidavit may be used to collect debts owed to the decedent.

The affidavit is filed with the clerk of the court in the county where the deceased resided. It lists certain information required by statutes, such as all of the known assets and liabilities of the estate, the names and addresses of the distributees, and the relevant family history or other facts concerning heirship that show the distributees' rights to receive the money or property of the estate. Please see the information at the link below for statutes and specific requirements. A link to an heirship affidavit has also been provided.

Once approved by the court, the affidavit may be presented to those who owe debts to the deceased in order to collect the property or money owed. Policies regarding distribution without an affidavit vary by company policy.

This content is for informational purposes only and is not legal advice. Legal statutes mentioned reflect the law at the time the content was written and may no longer be current. Always verify the latest version of the law before relying on it.

FAQs

Individuals who are explicitly disinherited in the will or those who are not named as heirs will not inherit under a will. Additionally, if a beneficiary predeceases the testator and there are no provisions for alternate beneficiaries, that individual will also not inherit. In Texas, if a person is intentionally excluded from a will, they cannot claim any rights to the estate.