Probate & Estate Matters
When you have lost a loved one, we will help you find the best solution to the challenges you are facing.
Transferring the Assets of Your Loved One
We are sorry for your loss. We are here to help you to make what is already a difficult time easier by providing efficient and effective guidance. We work to find the easiest process to achieve your goals.
Call to schedule an intake appointment at our office
Our friendly team of legal professionals are ready to listen and help.
512-930-0529
Your Loved One’s Estate Properly Executed
Even in death, your loved one cares for you. We help their desires come to fruition.
Probate of Wills
We will guide you through the probate process, ensuring court requirements are met and all documents and transfers are completed in accordance with applicable laws.
Administration of trusts
We assist Trustees in managing the administration of trusts, ensuring assets are distributed as intended and all legal requirements are met.
Administration of estates with no will
We handle the administration of estates without a will, navigating legal complexities to ensure a proper distribution of assets.
Affidavits of heirship
We can prepare Affidavits of Heirship, when appropriate, to identify rightful heirs and simplify the transfer of assets when no will exists.
Small estate affidavits
We assist with Small Estate Affidavits when no will exists, to streamline the probate process and settle small estates quickly and efficiently.
Transfer of property after death
We facilitate the transfer of property after death, handling legal documents and procedures to ensure a smooth transition.
Appointment of Executor - Letters Testamentary or Administrator - Letters of Administration
We facilitate the appointment of Executor (if a will exists) or Administrator (if no will exists) and securing Letters Testamentary or Letters of Administration to authorize them to manage and distribute assets and handle estate affairs.
Flat-Fee Pricing.
No Surprises.
At Heritage Law, we price our services by a flat-rate, not by the hour. We aim to make this process simple and eliminate unexpected expenses.
Looking for a different legal service?
Heritage Law does not offer services related to:
- Custody Disputes
- Divorce
- Child Support & Modifications
- Spousal Support Or Alimony
- Bankruptcy
- Immigration
- Criminal Law
Check out our referral network
If we don’t offer the legal service you need, please check out our referral network for other professionals we trust to serve you best.
View Resources
Frequently asked questions
Click on the questions to display the answers.
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Probate refers to the process where a court approves a will, often appoints an executor, and oversees the administration of a deceased person’s estate.
Probate property refers to property that was titled in the name of the deceased person and did not have a beneficiary otherwise designated during the lifetime of the Decedent. A probate proceeding takes place in the county where the deceased person resided, where the deceased person owned property, or where the Decedent died. You will need to hire an attorney who practices in one of these counties.
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Probate is the process by which a Judge examines the document that is presented as being a “Will” to confirm that it is a legitimate, unaltered, original document that meets the requirements of the Texas Estates Code to be confirmed as a Will.
Unfortunately, with many online programs and homemade documents, the court often finds that the document filed for probate is not a valid will and cannot be honored. Banks, Title Companies, and Financial Institutions will typically require that Wills be filed for Probate and approved by the court before they will disburse assets or rely upon the provisions of a will.
The Probate process also allows for the Judge to appoint and provide written authority to the Executor named in the will. Our attorneys will ensure that you have valid legal documents that will be honored in the future and can help you navigate the Probate process if needed. We strive to make legal documents and processes easy and understandable.
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If the holder of a Life Insurance Policy or Retirement Account has named a beneficiary for the account, this beneficiary designation will take precedence over any Last Will and Testament that the holder may have. Unless the named beneficiary “fails” due to dying before the holder, then typically these assets will not be subject to Probate.
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We attempt to make things move forward as efficiently and quickly as possible, although there are unforeseen circumstances in certain cases. Meeting with one of our attorneys can provide you with a more accurate timeline for your specific case.
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Our attorneys strive to assess your case and provide accurate flat fee pricing from the beginning. While we cannot provide the exact cost before we review your legal documents and the types of assets that need to be transferred, the costs will be assessed for you during a consultation with one of our attorneys.
Contact Us.
To get started, give us a call. We will listen to your needs and help you set up an appointment so that you can be quoted transparent, flat-fee pricing.
PHONE:
EMAIL:
ADDRESS:
1625 Williams Dr, Bldg 1
Georgetown, TX 78628
(Attorneys seen by appointment)
Heritage Law serves clients across Central Texas, including: Georgetown, Round Rock, Cedar Park, Hutto, Leander, Liberty Hill, Taylor, Belton, Temple, Killeen and all of Williamson County, Bell County, and Travis County.