Will Contests in Harris County

A will contest is not a routine probate matter. It is litigation, and in Harris County it is litigation that runs on a specific set of local rules and five separate courts with their own habits. What follows is how these cases actually work here.

The Two-Year Deadline

Under Texas Estates Code Section 256.204, an interested person has until the second anniversary of the date a will was admitted to probate to file a contest. The clock starts when the will is admitted, not when the person died. Those can be years apart.

There are two narrow exceptions. If the will was forged or fraud was used to get it admitted, the two years runs from when the contestant discovered the fraud or reasonably should have discovered it. If the contestant was a minor when the will was admitted, the deadline generally runs to two years after turning 18.

The forgery and fraud exception is narrower than it sounds. A probated will and the order admitting it are public court records. Texas courts have held that an interested person is generally charged with knowing what is in that file, which means the discovery rule often does not extend the deadline in practice. The Texas Supreme Court addressed this in Mooney v. Harlin, 622 S.W.2d 83 (Tex. 1981). If you think you have a contest, the safe assumption is two years from admission and no more.

Which Court Hears It

Harris County has five statutory probate courts, created by Texas Government Code Section 25.1031(c). That is the largest dedicated probate bench in Texas. Most Texas counties have none at all and hear probate in the constitutional county court.

  • Probate Court No. 1, Judge Jerry Simoneaux, 832-927-1401
  • Probate Court No. 2, Judge Pamela Medina, 832-927-1402
  • Probate Court No. 3, Judge Jason Cox, 832-927-1403
  • Probate Court No. 4, Judge James Horwitz, 832-927-1404
  • Probate Court No. 5, Judge Fransheneka Watson, 832-927-1405

Courts 1 through 4 sit at 201 Caroline Street. Court No. 5 does not. It sits at 1115 Congress Street on the 5th floor, about a ten minute walk away. People show up at the wrong building regularly. Check your assignment before you go.

Cases are assigned to a court when the original application is filed, and everything relating to that estate stays in that court under the original docket number. You do not get to pick your judge, and a contest filed later lands in whichever court already has the estate.

Core Matters and Ancillary Matters

Harris County runs a sub-file numbering system that catches out attorneys who do not practice here often.

Matters principally concerned with administering the estate are core matters. They stay in the main cause number. A will contest is a core matter. So is a removal action, an heirship determination, a claim, and a dispute over an accounting.

Matters that bear no direct relationship to the administration and could become an independently tried lawsuit are ancillary. These get the original docket number plus a suffix starting with 4. An estate numbered 123,456 would have its ancillary matter docketed as 123,456-401. Foreclosures, title suits, personal injury claims, and most trust litigation fall here.

The distinction matters because ancillary matters get their own file, and often their own scheduling order and discovery track. Filing in the wrong place costs time.

Jurisdiction That Reaches Past Probate

A statutory probate court in Harris County is not limited to admitting wills. Under the courts’ published jurisdiction, lawsuits by or against executors, administrators, guardians, and trustees can be heard here, and the statutory probate courts have concurrent jurisdiction with the district courts in those suits.

This is a practical advantage in a contested estate. A will contest, a breach of fiduciary duty claim against the executor, and a dispute over trust property can often be resolved in one court rather than split between the probate court and a district court.

Mental health commitment matters are handled only in Probate Courts 3 and 4.

Mediation Comes Before Trial

Under the local rules of the Harris County probate courts, cases that have not gone through a previously ordered alternative dispute resolution procedure generally will not be tried, except for good cause shown.

Plan for mediation. It is not a formality you can skip by telling the court the other side is unreasonable. Most contested estates in Harris County resolve at or after mediation, and the ones that do not are usually the ones where somebody treated mediation as a box to check.

Getting a Trial Setting

Trials are set by requesting a docket setting or scheduling conference from the court where the matter is pending, with notice to opposing counsel. At the scheduling conference the court hears announcements and assigns a date, and may enter a docket control order.

Contested cases are set for a date certain, but more than one case can be set for the same day. If a case is not reached and assigned to trial within ten days of its setting, the court holds another scheduling conference and resets it.

Two stretches of the year are effectively closed for trial settings. The courts do not set trials during the week of the State Bar’s Advanced Estate Planning and Probate course, or during December weeks where the Monday falls between the 22nd and the 31st. If your matter is close to either, expect the setting to land on the far side of it.

There is also a dismissal rule worth knowing. Contested cases that are not set for trial and have been on file more than three years are subject to dismissal for want of prosecution. Estate litigation that stalls does not simply sit there.

Your Right to a Jury

Texas Estates Code Section 55.002 provides that in a contested probate proceeding in a probate court, a party is entitled to a jury trial as in other civil actions. Capacity and undue influence are fact questions, and juries decide them.

The right is not automatic. You must file a written jury demand and pay the jury fee at least thirty days before the case is set on the non-jury docket. Miss that and you can lose the jury, and appellate courts will not always rescue a late demand.

What These Cases Cost in Time

An uncontested probate in Harris County often moves through the court in a matter of months. A contested one does not. Between pleadings, discovery, depositions, court-ordered mediation, and the realities of a trial docket shared with four other courts, a contested estate commonly runs well over a year. Cases with multiple parties, business valuations, or mineral interests run longer.

Anyone who tells you a will contest will be quick has not tried one here.

Grounds That Actually Get Traction

Most contests are brought on one of a handful of theories.

  • Lack of testamentary capacity. The testator did not understand what they owned, who their family was, or what the will did, at the time of signing.
  • Undue influence. Someone in a position of control overcame the testator’s free will. Usually a caregiver, a late-in-life spouse, or one child who had the checkbook.
  • Improper execution. The will was not signed or witnessed the way Texas law requires.
  • Forgery. The signature is not the testator’s.
  • Revocation. A later will or a physical act revoked the one offered for probate.

Being left out of a will, or being left less than a sibling, is not by itself a ground to contest it. A testator is allowed to be unfair. The question is always whether the will reflects what the testator actually wanted and was competent to decide.

Working With Us

We handle contested probate matters, dependent administrations, and large or complex estates across Texas, including all five Harris County probate courts. Our minimum engagement is $10,000. Contested matters are billed hourly against a retainer, because no one can predict what the other side will do.

If your matter is a routine uncontested probate, we will tell you that on the first call and point you somewhere that fits.

The first conversation is thirty minutes, no charge. Bring what you have: the will if there is one, the date it was admitted to probate, and a short description of who is on the other side.

Schedule a consultation or call (281) 219-9090.