The Wall Street Journal
San Antonio Express News
Justia Lawyer Rating
Lawyers with Purpose
Martindale-Hubbell AV Preeminent
American Academy of Attorney-CPAs
Texas Bar College
National Academy of Elder Law Attorneys, Inc
Medicaid Practice Network
Expertise - Best Probate Attorneys in Houston
Super Lawyers
Senior Resource Guides - Best of 2020
Lawyers of Distinction

Arguments among heirs slow probate, inflate costs, and strain relationships. Harris County judges offer two paths to finish the job: independent administration and dependent administration. Each path balances speed and oversight differently. If you choose wisely, you keep the estate on schedule while protecting everyone’s rights.

Understand What “Independent” Really Means

Independent administration lets the executor act without asking the court for permission at every turn. After the will is admitted and letters issue, you can list property, pay debts, and settle claims. You still owe duties—notice to creditors, an inventory (or affidavit in lieu), and proper distributions—but you avoid motion practice for routine sales or payments. When heirs cooperate, this route saves months.

When a Texas resident dies owning land in New Mexico or Colorado, a Travis County probate alone will not transfer those deeds. Real estate follows the law of the state where it sits. You need ancillary proceedings in the other state so title companies will insure the transfer. With the right documents and a coordinated plan, you can handle both courts without wasting months.

Begin With a Texas Domiciliary Probate

Open the main probate in Travis County first. Ask the court to admit the will, appoint the executor, and issue letters testamentary. Keep certified copies of the will, the order admitting the will, and your letters. Those documents form the foundation for what you will file in Santa Fe, Albuquerque, Denver, or whichever county holds the land records.

Collect County-Specific Deed and Tax Details

Pull full legal descriptions from the New Mexico or Colorado deeds—township, range, section, or metes and bounds. Print current tax statements and check for HOA dues or special assessments. Title and treasurer offices in those states rely on exact legal language; a missing call or incorrect section number can stall recording for weeks.

Continue reading

Selling an Austin home through probate gets trickier when large, protected trees stand on the lot. Austin’s Heritage Tree rules affect what you can trim, remove, or build around, and buyers care about that. If you understand the process, you keep deals on track, avoid fines, and protect sale price. With a little prep, you can present the property as both compliant and attractive.

Start With a Professional Tree Survey

You should order a tree survey from a certified arborist or reputable surveyor before you list. Ask for species, trunk diameters, canopy spread, and the critical root zone (CRZ) for every regulated tree. In Austin, trees at or above certain trunk sizes trigger protection; the biggest ones may qualify as “Heritage” trees. A clean map of trunks and drip lines helps buyers understand where additions, driveways, or pool plans might fit without hurting roots.

Learn the Basics of Permits and Protected Zones

Austin restricts pruning and removal for regulated and Heritage trees. Cutting into the CRZ or planning a driveway over major roots can require a permit and mitigation. You also face limits on how much canopy you can remove. Share a one-page summary with buyers that lists which trees fall under the rules, the likely permit path if they want changes, and any recent approvals tied to the property. That quick education replaces worry with facts.

Use an Arborist Report to Calm Appraisal Jitters

Lenders and appraisers often worry about deferred maintenance or storm damage. An arborist can recommend deadwood removal, cable supports, or soil remediation that improves safety and curb appeal. Complete straightforward work before photos and show receipts. You present a home that looks cared for and compliant, which boosts confidence and keeps underwriting simple.

Continue reading

A homestead carries memories and legal protections. When the estate needs liquidity, you may have to sell the home—yet you still want to respect the surviving spouse or children who live there. In Houston probate, you can balance compassion and efficiency by planning the sale process around homestead rights, notices, and timing.

Understand Who May Stay and for How Long

Texas protects the surviving spouse and minor children with a right to occupy the homestead. That right exists even if the will leaves title to someone else. Eviction threats backfire and trigger court intervention. Start by confirming the residents’ rights and discussing a realistic timeline that honors those protections while meeting estate obligations.

When a loved one dies without a will, you still need a court order that identifies who inherits. In Harris County, a determination of heirship provides that clarity so banks, title companies, and buyers can act. The process can move efficiently if you prepare evidence, find disinterested witnesses, and file the right documents the first time.

Know What the Court Must Decide

Texas intestacy rules assign shares to spouses, children, and other relatives based on family structure. The judge will determine marital status, child relationships (including adopted and half-blood lines), and whether any children were born outside the marriage. Your job is to present facts that fit those rules. When the family tree is complicated, diagrams help everyone see the same picture.

Line Up Disinterested Witnesses

The court requires testimony from two witnesses who are not heirs and who knew the decedent’s family history. Choose neighbors, long-time friends, or clergy who can speak to marriages, children, and estrangements. Coach them on dates and names, but do not script answers. Honest, specific testimony builds credibility and speeds the hearing.

Continue reading

Old deeds tell long stories. Names change, tracts split, and handwritten notes morph into title problems that confuse buyers and stall probate. When you inherit Dallas property with a paper trail that starts in the 1970s—or earlier—you need a plan to restore clarity. A careful chain-of-title project turns a mystery file into a marketable asset.

Build the Chain Before You List

Start by pulling every deed, deed of trust, release, and plat from the county records. Create a timeline from the earliest conveyance to today. Note mismatched legal descriptions, missing releases, and wild deeds recorded by unrelated names. If the property crossed county lines after a subdivision, check adjacent counties for companion filings. A complete chain prevents last-minute surprises when a title company asks hard questions.

Fix Legal Descriptions and Boundary Gaps

Older deeds may reference outdated surveys or ambiguous metes-and-bounds calls. Order a new survey and compare it against the oldest reliable plat. If a call describes “to the big oak, thence east,” you need modern bearings. Your surveyor can draft a correction that aligns recorded history with current ground truth. Then, file a correction deed executed by the proper grantors or their successors so future buyers do not inherit your headache.

Continue reading

Speed matters in probate. Vendors want payment, lenders ask for proof of authority, and heirs hope for clarity. In Dallas County, independent administration can compress the process from months to weeks, but only if the will gives you the right tools. By drafting and filing with precision, you unlock a faster track that reduces hearings and costs.

Why Independent Administration Saves Time

Independent administration lets an executor act without routine court permission. After the court admits the will and issues letters testamentary, you can sell assets, pay debts, and distribute property without filing motions for each step. That freedom reduces legal fees and eliminates backlog delays on crowded court dockets. When families cooperate, you move from uncertainty to resolution quickly.

The Crucial Phrases Your Will Should Include

A judge needs clear language to grant independence. The will should name an executor, waive bond, and request independent administration under the Texas Estates Code. Adding broad powers—to sell real estate, manage businesses, compromise claims, and invest—prevents you from returning to court for one-off approvals. If the will is silent, all distributees can still agree to independence, but obtaining those signatures can take time you may not have.

Continue reading

Selling estate property in Austin looks straightforward until greenbelt overlays and watershed rules enter the picture. Those layers can slow closings, shrink buyer pools, and surprise you with extra permits. When you prepare early, you cut weeks from the timeline and protect sale price. A calm, document-first approach turns a tricky property into a clean closing.

Start With a Targeted Document Sweep

You should begin by collecting everything that defines the land and its limits. Pull the deed with full legal description, any prior plats, HOA covenants, conservation easements, and the most recent survey. Add utility bills and septic records, which help buyers understand carrying costs and site constraints. If the property borders a creek or sits inside a critical water quality zone, print the relevant maps from the City of Austin and Travis County GIS portals and place them in your listing packet.

Understand Austin’s Watershed Layers

Austin divides land into urban, suburban, and water supply watersheds. Each bucket carries rules for impervious cover, buffers near streams, and water quality controls. In a suburban watershed, you may face steep-slope protections that reduce where a buyer can build an addition or garage. In a water supply watershed, a small increase in concrete can push a project over the limit. Knowing those caps lets you explain what is possible without guesswork, which builds trust with cautious buyers.

Continue reading

Your calling serves patients, but it also exposes wealth to risk. Even with strong insurance, a single claim, business dispute, or personal guarantee can threaten savings. A Dallas-ready estate plan builds layers of protection while keeping life simple for your family.

Start With the Protections Texas Already Gives You

Texas homestead laws shield your primary residence within acreage limits. Qualified retirement plans and many IRAs receive powerful statutory protection. Max out those vehicles, keep beneficiary forms current, and store statements where your spouse or executor can find them. Simple steps form a sturdy first line of defense.

Separate Your Professional and Personal Worlds

Operate through the right entity—a professional association (PA) or professional LLC (PLLC). Keep clean books, separate accounts, and minutes for major decisions. Sign contracts as an officer of the entity, not in your personal capacity, and avoid commingling. For investments, consider a limited partnership with an LLC as general partner to add charging-order protection and limit creditor leverage.

Buy Insurance Like a Realist, Not an Optimist

Carry malpractice limits that match your specialty’s risk. Add an umbrella policy for non-practice liability, and price tail coverage when changing jobs or retiring so past care remains covered. Insurance buys time for your asset structure to work and supplies defense dollars when emotions run high.

Title Assets With Purpose and Clarity

In a second marriage, use marital agreements to sort community from separate property. A community-property survivorship agreement can move certain accounts directly to your spouse, while a trust can preserve other assets for children. Avoid casual personal guarantees on practice loans; one signature can pull protected assets into a creditor’s reach.

Build Protective Trusts the Right Way

If you want to help family during life, consider irrevocable trusts that keep assets outside your estate yet accessible for them—such as a spousal lifetime access trust (SLAT) paired with life insurance in an irrevocable life-insurance trust (ILIT). Make gifts in ordinary times, not after a claim appears. Courts scrutinize timing; steady, well-documented planning carries credibility.

Safeguard the Practice and Income Stream

Create or update a buy-sell agreement with partners so a disability or death does not freeze distributions or voting. Fund that agreement with life and disability coverage to provide liquidity. Confirm that accounts receivable, equipment leases, and EHR contracts have succession language so billing and operations continue smoothly during transitions.

Prepare for Incapacity and Protect Privacy

Sign medical and financial powers of attorney so a trusted agent can manage accounts, apply for benefits, and authorize care if you cannot. Add explicit digital-asset permissions for EHR portals, billing software, and cloud storage. Inventory passwords and 2FA backups in a secure vault your agent can access. Speed matters when payroll and schedules depend on your systems.

Keep Your Plan Current

Review everything every two years or after major changes in compensation, insurance markets, or practice ownership. Update beneficiary forms, confirm entity filings with the Secretary of State, and refresh your list of accounts and policies. Small maintenance keeps the shield strong.

Put a durable, physician-smart plan around your family and your practice. To design a protection strategy that balances simplicity and strength, call McCulloch & Miller, PLLC at (713) 903-7879 and start building your safety net today.

Continue reading

Blended families carry both joy and complexity. You want to care for your new spouse and still honor promises to children from a prior marriage. Texas community-property rules add unique opportunities—and risks. A customized agreement brings clarity now and prevents conflict later.

Start by Labeling What Belongs Where

Property you owned before the wedding is separate property. Most income and assets earned afterward are community property unless you agree otherwise in writing. Use a partition and exchange agreement to classify assets on purpose. You can convert separate to community for tax efficiency or convert community to separate for creditor protection or inheritance goals. Writing it down removes guesswork and reduces courtroom drama.

Speed Some Transfers While Controlling Others

A community-property survivorship agreement passes selected assets directly to your spouse at death, skipping probate. That speed keeps bills paid and investments managed. For other assets—like a lake house or a brokerage account—you may prefer a trust that supports your spouse during life and then passes the remainder to your children. Different tools for different goals give everyone fair treatment.

Continue reading

Contact Information