|For My Colleagues|
County Case Search and Status Form; formats: WordPerfect, Word, HTML
(I use this form in WordPerfect, and save as HTML so I can use a link in my Web browser to open it directly)
Dallas-Fort Worth Metro Area Probate Courts Guidelines
Version: 9/28/2023. This is an ongoing project to compile tips and instructions for practicing in Collin, Dallas, Denton, and Tarrant County probate courts.
Please feel free to download, make additions and corrections, add your own insights, and email back to me. I hope this can become a resource for the community.
Estate Planning Information Fill-In Form (attorney intake)
Legal Services Agreement - Estate Planning
Texas Estates Code, Attorney's Electronic Edition (PDF Version)
Texas Estates Code, Attorney's Electronic Edition (HTML Version)
Texas Trust Code, Attorney's Electronic Edition (PDF Version)
Texas Trust Code, Attorney's Electronic Edition (HTML Version)
Note Regarding Estates and Trust Codes: I recommend the PDF versions, as they are better formatted, but the HTML versions may work better on tablets and phones.
Probate Case Checklists (simple checklists I have put together for a probate case)
Data File for Probate or Guardianship Case (the data file used in my checklists and forms, for reference)
The Executor's Handbook (April 26, 2017 version)
Executor's Handbook (PDF version)
Executor's Handbook (WordPerfect version)
(The WordPerfect version is the one I merge with the applicable data file to create the end product which is printed and given to the client after the hearing. The PDF version is for more general use.)
Executor or Administrator's Checklist
Will Signing Ceremony Forms (WordPerfect form files from which I generate a standard will signing ceremony. PDFs are included to show the codes, and generics are included.)
SS-4 Form with Attached Authorization - PDF
SS-4 Form with Attached Authorization (Decedent's Estate) - PDF
SS-4 Form with Attached Authorization (Decedent's Estate) - WordPerfect Form File
Form 56 - Notice of Fiduciary Relationship - WordPerfect Form File
Denton County Probate Forms (WordPerfect & PDF formats)
Common ALT Codes Reference
Motion and Order for In Camera Filing (from Arthur Geffen) (required in Denton County where a will has sensitive information)
10 Things Estate Planning & Probate Attorneys Wish Bankers Knew (from Don Totusek)
Creditors Issues - Insolvency and the Estate (paper given by Nathan Griffin at the DBA)
Show Cause in Probate and Guardianship Cases (from Kathy Roux)
Revision History of Estates Code, Attorney's Electronic Edition
Version 1.00, 11/13/14: Added Probate Code to Estates Code Conversion Table with hyperlinks.
Version 2.01, 8/21/15: removed deleted section that was left in, cleaned up some references
Version 3.4, 7/17/18:Fixed a typo in §256.53, corrected an early reference to Chapters 31-34..
Version 4 alpha, 8/18/19: Updated per statute changes; Streamlined somewhat by removing statutory history references, using Section symbols.
Version 4 beta, 8/19/19: Removed statute changes vetoed by Governor, revised Table of Contents and index
Version 4.01, 10/24/19: Added some index entries and corrections from Tom Fisher
Version 4.02, 1/13/20: Added some index entries from Tom Fisher, corrected Sec. 22.027 per Don Totusek.
Version 5, 8/13/21: Updated per statute changes.
Version 6, 9/23/23: Updated per statute changes.
Revision History of Trust Code, Attorney's Electronic Edition
Version 1.00, 8/9/17: First version of Trust Code, like the Estates Code (but without indices).
Version 1.1, 8/10/17: Fixed bookmarks, added an index.
Version 2, 8/18/19: Updated per statute changes.
Version 3, 8/13/21: Updated per statute changes.
Version 4, 8/24/23: Updated per statute changes.
Texas Business Organizations Code, Attorneys' Electronic Edition 2010
Revision History for BOC
Version 1.00: November 29, 2010. Formatted and released BOC in format similar to Probate Code. No index, though.
|Useful Texas Probate Resources for Attorneys|
Texas Probate Site: Glenn Karisch
Articles, forms, and the Texas Probate List
Harris County Probate Courts: Judges Wright, Wood, Olsen, and Butts
Guardianship of the Person and Estate Handbook
Tarrant County Probate Courts: Judges Ponder and Allen
Ad Litem Manual and general probate guides and forms
Travis County Probate Site: Judge Herman
Many useful forms, checklists, and guides
|Checklists - Probate Case - WITH NOTES.pdf
Compel Disclosure of Content of Digital Assets - Application.pdf
Compel Disclosure of Content of Digital Assets - Order.pdf
Direct Exam - Applicant - Heirship.pdf
Direct Exam - Applicant.pdf
Direct Exam - Attorney - Copy of Will.pdf
Direct Exam - Witness - Copy of Will.pdf
Direct Exam - Witness - Handwriting and Signature.pdf
Direct Exam - Witness - Heirship.pdf
Directive to Physicians.pdf
Inventory & Appraisement.pdf
Memorandum re Funding Living Trust.pdf
Receipt and Release.pdf
Report of Attorney Ad Litem - form.pdf
content on this website is copyrighted © 2001-2023 Michael A. Koenecke
updated: January 23, 2034