Free Texas Probate Checklist: What to Do When a Loved One Dies

Free Texas Probate Checklist

When a loved one dies, it is hard to know what to do first. Our free Texas probate checklist walks you through it in order: the first few days, how to tell whether probate is needed, which type of probate fits, the executor deadlines that matter, and the final tax steps.

What Is in the Texas Probate Checklist

• The first few days: death certificates, finding the original will, securing the home, and what not to do yet.
• Is probate needed? Which assets pass outside probate, such as living trusts, beneficiary accounts and transfer on death deeds.
• The right type of probate: title probate, probate with independent administration, probate with dependent administration, small estate affidavits and heirship.
• Executor deadlines: notices to creditors and beneficiaries, the inventory, and the estate bank account.
• Taxes and closing: final income tax returns, the estate tax return and portability, and closing the estate.

Get Your Free Probate Checklist

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Need Help Now?

If you have already been named executor or a deadline is close, you don’t have to wait. Request a free probate case review or call (512) 737-8404. Henington Lewis Law Firm PLLC handles probate across Travis, Williamson and Hays Counties, with a written flat-fee quote before any work starts.

Texas Probate Checklist FAQ

What is the first thing to do when someone dies in Texas?

Get certified death certificates, find the original will, and secure the home and valuables. Don’t pay debts or hand out property until you know whether probate is needed.

How long do you have to probate a will in Texas?

A will generally must be offered for probate within four years after death. After that, options are more limited.

Does every estate need probate in Texas?

No. Assets in a living trust, accounts with a named beneficiary, joint accounts with survivorship and property with a transfer on death deed usually pass without probate.

This checklist is general information about Texas law, not legal advice for your situation. Requesting it does not create an attorney-client relationship.