P.O. Box 830190, Richardson TX 75083-0190
972-387-2904 E-Mail

These are files provided for clients and colleagues. To download any of these, right click on the description and choose "Save Target As" or "Save Link As"

For My Clients and Prospective Clients
Estate Planning Information Fill-In Form

Estate Planning Documents and Procedures (a description of documents involved, extra forms, and the signing process)

Map to Dallas County Probate Courts

For My Colleagues
Estate Planning Information Fill-In Form (attorney intake)

Motion for In Camera Filing (from Arthur Geffen)
Order for In Camera Filing
(from Arthur Geffen)

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)

Texas Rules of Civil Procedure with Bookmarks and Hyperlinks (Version 1.1; 9/1/2016 Rules)

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.

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 2.00, 8/21/15: Incorporated 2015 changes, made various corrections. Added Resources, H&S Code §711.011
Version 2.01, 8/21/15: removed deleted section that was left in, cleaned up some references
Version 3.0Beta, 8/8/17: Updated to include 2017 amendments. Removed some extra detail in the references, which is available elsewhere.
Version 3.1, 8/10/17:Added Judge King's updated Quick Indices, updated Tom Fisher's indices with new statutes.
Version 3.3, 6/28/18:Removed section ranges from Subchapter listings in Table of Contents, shortening TOC by two pages. Fixed a couple of links, added some Index entries from Tom Fisher.
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

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.

    Old Versions

   Texas Estates Code, Attorney's Electronic Edition 2017
   Texas Trust Code, Attorney's Electronic Edition 2017
   Texas Estates Code, Attorney's Electronic Edition 2015
   Texas Estates Code, Attorney's Electronic Edition 2014
   Texas Probate Code, Attorneys' Electronic Edition 2011

 
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.

Probate Case Checklists  (simple checklists I have put together for a probate case)

The Executor's Handbook (April 26, 2017 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's Handbook (PDF version)
  
Executor's Handbook (WordPerfect version)

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
SS-4 Form with Attached Authorization (Decedent's Estate)

Denton County Probate Forms (WordPerfect & PDF formats)

Common ALT Codes Reference


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

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License

All content on this website is copyrighted © 2001-2019 Michael A. Koenecke
and, unless otherwise noted, is licensed under a
Creative Commons License.

 Last updated: September 17, 2019