“Estate planning is not just about taxes — it is also about family.”

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Resource Library

Probate

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These articles deal with probate procedures and issues.

2014 – Significant Date List; An Automated Excel Worksheet

Browse Article  |  Save to my computer: SDL.xls

 

I love what an Excel Spreadsheet can do to make our lives a little easier as Probate attorneys. I created this file some years ago, and am happy to share it here on my website. With a few pieces of key information, this Excel document will automatically populate significant filing dates and other pertinent information in probate matters. Please let me know if you have found it useful.

2011 – Drafting Where the Only Thing Certain is Change and Litigation

Browse Article  |  View as PDF

 

This article was prepared for the 2011 State Bar of Texas Professional Development Program "Advanced Drafting for Estate Planning and Probate." It contains a number of specimen Will and Trust clauses, with comments to them, designed to minimized abusive litigation.

2008 - Nutshell Executor Fees Commissions

Browse Article  |  View as PDF

 

I note that the law has recently changed, which requires an update to this Memo, which update will be completed shortly. In the meantime, it should still be useful.

2007 - Guide to the Personal Representative (PR) (or executor) on Paying Debts, Expenses & Taxes Existing at Death and During the Period of Administration

Browse Article  |  View as PDF

 

2006 - Who Inherits If No Will Intestacy in Texas

Browse Article  |  View as PDF

 

Here is a diagram that I have to refer to myself from time to time.

 

Board Certified: Estate Planning & Probate Law by

the Texas Board of Legal Specialization since 1983

These materials are not meant to and may not be relied upon, but are published for discussion purposes only.  Rule 7.04(b) disclosures.

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