If a loved one has passed away and left a will, the next step for most Dallas families is probate — the court-supervised process of validating the will, appointing an executor, and authorizing the transfer of estate assets to beneficiaries. In Dallas County, probate cases are filed in one of the county’s statutory probate courts, and the process follows a defined sequence of steps under the Texas Estates Code. Understanding these steps before you begin can help you avoid delays and unnecessary costs.
McCulloch & Miller, PLLC helps families in Dallas, Houston, and across Texas navigate the Texas probate process from start to finish. The firm’s probate attorneys have over 35 years of experience handling filings in Dallas County, Harris County, and surrounding courts, with flat fee pricing available on many matters.
Step 1: Locate the Original Will and Gather Documents
Before anything is filed with the court, the family needs to locate the original will. Texas courts require the original document — not a photocopy — to admit a will to probate. If the original cannot be found, the process becomes significantly more complicated, as the applicant must prove the will’s contents and explain why the original is unavailable.
In addition to the original will, gather the following documents: a certified copy of the death certificate (at least two copies are recommended), information about the decedent’s assets and debts, and the contact information for all beneficiaries and heirs named in the will or entitled to notice under Texas law.
If the will includes a self-proving affidavit — a notarized statement signed by the testator and witnesses at the time the will was executed — the probate process moves faster because the court can admit the will without requiring live witness testimony at the hearing.
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