Probate, Estate, and Trust Administration in Horseshoe Bay, TX

What Is Probate and When Is It Required?

Probate is the legal process that validates a will (if one exists), ensures debts are paid, and oversees the proper distribution of assets. While some assets—like those with beneficiary designations or held in a trust—may bypass probate, many estates still require court involvement.

The Role of Texas Probate:

• Confirm the legal validity of a will
• Transfer ownership of assets
• Settle outstanding debts and taxes
• Identify and notify heirs and beneficiaries

Whether your loved one left a will or died intestate (without a will), our Horseshoe Bay probate attorneys can help you understand what must go through probate and what can be handled outside the court system.

Types of Probate Proceedings in Texas

Independent Administration

This streamlined form of probate is common when the will names an independent executor or all heirs agree. The executor can manage the estate with minimal court supervision, making the process faster and less costly. We guide executors through each responsibility to ensure compliance and peace of mind.

Dependent Administration

When there’s no will, family conflict, or complex debts, the court may require a dependent administration. This process involves detailed court oversight for nearly every action. Our team supports families through each step, helping minimize stress and delay.

Muniment of Title

If there’s a valid will and no outstanding debt (except a mortgage), your family may qualify for a simplified procedure that avoids full probate. We help evaluate if this route is possible.

Small Estate Affidavit

Estates valued under $75,000 (excluding a homestead) may qualify for a small estate affidavit, allowing for faster asset transfers without formal probate. We assist clients in determining if this option fits their needs.

What Does an Executor or Personal Representative Do?

If you’ve been named as an executor or personal representative, you play a vital legal role. Your duties may include:

• Locating and valuing assets
• Paying debts and taxes
• Filing probate paperwork
• Distributing property to heirs
• Keeping thorough records and communicating with beneficiaries

This role can feel overwhelming, especially if you’re grieving. You don’t have to do it alone—our Horseshoe Bay attorneys provide the trusted support you need to carry out your responsibilities with confidence and care.

What Happens If There’s No Will?

When someone dies without a will, Texas law determines how their estate is distributed. This process, known as intestate succession, can lead to unexpected outcomes and court involvement.

We help families navigate this challenging process with clarity and compassion—ensuring the estate is settled fairly and lawfully.

Trust Administration: Guidance for Trustees

If you’ve been named as a trustee, you are responsible for managing the assets and following the terms of the trust—a serious duty that often requires professional guidance. Although similar to the responsibilities of a personal representative or executor, trustee duties are often longer-term and more complex based on the beneficiaries, trust terms, and duration of distributions.

Key Duties of a Trustee:

• Understand the trust terms and distribution rules
• Communicate clearly and consistently with beneficiaries
• Maintain transparency and provide regular updates
• Pay debts, taxes, and manage ongoing investments
• Keep detailed records and document all decisions

The most effective trustees build a team that includes legal, tax, and financial professionals. At Texas Trust Law, we help successor trustees understand their responsibilities, make informed decisions, and avoid costly mistakes.

Whether the trust was created by our firm or elsewhere, we’re here to help you administer it effectively and in accordance with the law.

Why Horseshoe Bay Families Trust Texas Trust Law

We know that probate and trust administration aren’t just legal matters—they’re personal ones. That’s why families across Central Texas, including Horseshoe Bay, rely on our team for:

• Experienced, board-certified attorneys
• Compassionate, faith-based guidance
• Clear communication and practical solutions
• Transparent, fixed fees with no surprise costs
• LifePlanning™ Legal Services for long-term support