Articles Posted in Probate

When a married person dies in Texas, the surviving spouse has a set of legal protections that exist no matter what the will says or who inherits the property. These rights let a widow or widower stay in the family home, keep essential personal property, and draw an allowance from the estate for support during the first hard year. They are some of the strongest protections in Texas probate law, and they often surprise the people they protect.

McCulloch & Miller, PLLC helps surviving spouses and families assert these rights during the Texas probate process, in Dallas and across the state. The firm handles estate administrations on a flat fee basis for many matters and has guided Texas families through them for over 35 years.

What rights does a surviving spouse have in Texas?

A small estate affidavit is a court-approved document that lets the heirs of someone who died without a will collect estate assets without opening a full probate administration. In Texas, it is available only when the estate is modest, the assets outweigh the debts, and no real estate other than a homestead is involved. For families who qualify, it can settle an estate in weeks instead of months, at a fraction of the cost.

McCulloch & Miller, PLLC handles small estate affidavits and other Texas probate matters for families in Houston, Harris County, and across the greater Houston metro area. The firm offers flat fee pricing on many probate filings and has worked in the Harris County Probate Courts for over 35 years, so it can tell early whether a small estate affidavit will do the job or whether a different procedure fits the estate better.

What is a small estate affidavit in Texas?

Ancillary probate is a secondary probate proceeding that takes place in Texas when someone who lived in another state dies owning property here. The estate is administered mainly in the state where the person lived, and Texas handles only the property within its borders. For the executor of an out-of-state estate, it means a second, usually smaller court process in the county where the Texas property sits.

This comes up more often than people expect: a parent who retired to Florida but kept a rental house in Houston, an aunt in California who inherited mineral rights in West Texas, a relative up north who never sold the family condo in Galveston. McCulloch & Miller, PLLC handles ancillary probate and other Texas probate matters for out-of-state families with property in Houston, Harris County, and across the greater Houston metro area, often on a flat fee basis.

What is ancillary probate in Texas?

Closing an estate in Texas is the final stage of probate, when the executor or administrator settles the last debts, distributes what remains to the heirs or beneficiaries, and is formally released from the job. How that happens, and whether a court has to sign off, depends on the type of administration the estate is under. For many families, the real question is simply how to know the work is finished and the responsibility has ended.

McCulloch & Miller, PLLC guides executors and administrators through the entire Texas probate process, including the closing steps that many people overlook, for families in Dallas and across the state. The firm offers flat fee pricing on many probate matters and has handled Texas estate administrations for over 35 years.

What does it mean to close an estate in Texas?

An affidavit of heirship is a sworn statement, recorded in the county’s real property records, that identifies who inherited a deceased person’s land when no will was probated. In Texas, families use it most often to clear title to a home or other real estate after a relative dies without a will, so the property can be sold, refinanced, or simply put in the heirs’ names. It is one of the least expensive ways to handle real estate after a death, though it does not fit every estate.

McCulloch & Miller, PLLC helps families in Austin and across Texas decide whether an affidavit of heirship will clear a property’s title or whether a court proceeding is the safer route. The firm handles Texas probate and heirship matters statewide and offers flat fee pricing on many of them.

What is an affidavit of heirship in Texas?

A transfer on death deed lets a Texas property owner name who will inherit their real estate, with the transfer taking effect automatically at death and skipping probate entirely. The owner keeps full control of the property while alive, can sell it or change their mind at any time, and the named beneficiary receives nothing until the owner dies. For many Texans whose main asset is their home, it is one of the simplest ways to pass that home to a child or other loved one without a court ever getting involved.

McCulloch & Miller, PLLC helps families in Austin and across Texas decide whether a transfer on death deed fits their situation or whether a will or trust would serve them better. The firm’s estate planning attorneys handle these tools statewide, with flat fee pricing available on many of them.

What is a transfer on death deed in Texas?

As of January 1, 2026, the federal estate tax exemption is $15 million per person, or $30 million for a married couple, and the change is now permanent. The One Big Beautiful Bill Act, signed in mid-2025, raised the exemption from its 2025 level and canceled the scheduled cut that was set to drop it by roughly half. For the large majority of Texas families, the practical takeaway is reassuring: your estate will owe no federal estate tax.

Even so, the new law is a good reason to look at your plan rather than ignore it. McCulloch & Miller, PLLC helps Texas families align their estate planning with current law, and a higher exemption changes the math for some plans in ways that are easy to miss. Founding partner Thomas McCulloch holds dual credentials as an attorney and a CPA, a combination that fits squarely where estate law and tax meet.

What changed for 2026?

Letters Testamentary are the court-issued document that gives an executor legal authority to act on behalf of a deceased person’s estate in Texas. Until the probate court issues them, even an executor named in a will cannot legally access bank accounts, sell property, or settle the estate’s debts. Obtaining Letters Testamentary is one of the first and most important steps in administering an estate with a valid will.

McCulloch & Miller, PLLC helps executors obtain Letters Testamentary and complete the Texas probate process in Houston, Harris County, and the greater Houston metro area. The firm offers flat fee pricing on many probate matters and has guided executors through the Harris County Probate Courts for over 35 years.

What Are Letters Testamentary?

Letters Testamentary are an official certificate from the probate court confirming that a named executor has been appointed and has authority to manage a decedent’s estate. Banks, title companies, brokerage firms, and other institutions require a current copy before they will release funds or allow an executor to act. In effect, the letters are the executor’s proof of authority to the outside world.

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Dependent administration is a court-supervised form of Texas probate in which the estate’s administrator must obtain court approval before taking most significant actions, such as selling property, paying claims, or making distributions. It is the more involved and more expensive of the two main administration types in Texas — the alternative being independent administration, which proceeds with minimal court oversight. Dependent administration exists to protect estates where supervision is genuinely needed.

McCulloch & Miller, PLLC guides administrators through both forms of Texas probate in Houston, Harris County, and the greater Houston metro area. The firm has over 35 years of experience navigating the Harris County Probate Courts, and it offers flat fee pricing on many probate matters — bringing predictability to a process that can otherwise feel open-ended.

What Is the Difference Between Dependent and Independent Administration?

The core difference is court supervision. In an independent administration — authorized under Texas Estates Code Chapter 401 — the executor or administrator can manage and distribute the estate without seeking the court’s permission for each step, which makes it faster and cheaper. In a dependent administration, the administrator must apply to the court and obtain an order before taking most actions, with the court overseeing the process throughout.

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You can avoid probate in Texas by arranging your assets so they transfer automatically at death instead of passing through your will. The most common tools are revocable living trusts, transfer on death deeds, payable-on-death accounts, and beneficiary designations. Each one moves a specific asset outside the court process — so when you combine several, you can keep most or all of an estate out of probate entirely.

McCulloch & Miller, PLLC helps families across Houston, Harris County, and the greater Houston metro area design estate plans that minimize or eliminate probate. With over 35 years of experience and a founding partner who is both an attorney and a CPA, the firm builds plans that account for how each transfer affects taxes, creditors, and the people you leave behind.

Why Would You Want to Avoid Probate in Texas?

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