Probate cases can be challenging given the different parties involved. In some cases, family members who have lifetime differences and long-running disputes are forced to work together to wind up the decedent’s last affairs. These disputes often end up in probate court. This can result in disputes and overreaching. The recent Estate of Allen, 658 […] The post Executor Cannot Resign Without Notice & Consent of Will Distributees appeared first… Continue reading Executor Cannot Resign Without Notice & Consent of Will Distributees

What happens when there is a dispute between parties regarding the validity of a life insurance beneficiary designation? This scenario raises complex legal questions surrounding conflicting claims and the rightful entitlement to life insurance proceeds. The solution lies within the realm of “interpleader” lawsuits. These legal actions offer a remedy when parties notify the life […] The post How to Challenge the Validity of Life Insurance Beneficiary Designations appeared first… Continue reading How to Challenge the Validity of Life Insurance Beneficiary Designations

This case study involves a widow who was seeking assistance to access her late husband’s bank accounts. Despite presenting an affidavit of death and a death certificate and being the successor on the account, she was told by the bank that she needed a letter testamentary to access the account. This situation was complicated by […] The post Case Study: Accessing a Bank Account appeared first on Kreig LLC. Read… Continue reading Case Study: Accessing a Bank Account

When a person passes away, their will typically outlines the distribution of their estate. However, there may be instances where a will is declared invalid due to a variety of reasons such as lack of testamentary capacity, undue influence, or improper execution. When this occurs, the distribution of the decedent’s estate becomes a complex process. […] The post What Happens if a Will is Declared Invalid? appeared first on Kreig… Continue reading What Happens if a Will is Declared Invalid?

A durable power of attorney is a standard estate planning document. It is a powerful legal document that grants an agent broad authority to act on behalf of the principal. Unfortunately, this type of document is often prone to fraud and abuse. The Gardner v. Majors, No. 10-21-00306-CV (Tex. Ct. App.–Waco 2023) case provides an […] The post Dealing With a Fraudulent Durable Power of Attorney appeared first on Kreig… Continue reading Dealing With a Fraudulent Durable Power of Attorney

Scoby v. Sweatt, 28 Tex. 713 (1866) is a significant case in Texas probate law. The case involved a dispute between James Scoby (Plaintiff) and the executors of Edward Sweatt’s (Decedent) estate. The dispute centered on Decedent’s will, which did not give his children equal shares of his estate, contrary to the law of forced […] The post Forced Heirship in Texas Probates appeared first on Kreig LLC. Read More

As our loved ones age, we want to ensure that they receive the best possible care and support. However, when a parent develops dementia, the legal and financial issues can be overwhelming. In Texas, the probate laws regulate the management of the assets and affairs of incapacitated persons, including those with dementia. In this article, […] The post Legal Challenges of an Aging Parent with Dementia in Texas appeared first… Continue reading Legal Challenges of an Aging Parent with Dementia in Texas

Here is a Case Study from our firm’s files on Texas probate law. All information has been sanitized. Background Information Mr. Smith’s wife passed away from stage 4 cancer. She was retired military and receiving disability benefits from the Veterans Administration. Mrs. Smith had no will, and some checks made out to her estate have […] The post Case Study on Texas Probate Law: When an Estate Is without a… Continue reading Case Study on Texas Probate Law: When an Estate Is without a Will

The rise in the aging population has resulted in an increase of deceased borrowers in Texas, leaving behind a complicated situation for both their families and mortgage lenders. The mortgage loan becomes due and payable in full, even if the estate cannot cover the remaining balance. This can lead to probate proceedings and a struggle […] The post The Complexities of Texas Probate: Navigating the Paradox of Deceased Borrowers for… Continue reading The Complexities of Texas Probate: Navigating the Paradox of Deceased Borrowers for Mortgage Lenders

Administering an estate in Texas can be a complex and sometimes daunting task. Depending on the size of the estate, it can take months or even years to complete. To help simplify the process, here are four steps that you should follow when administering an estate in Texas. From filing the necessary documents to taking […] The post 4 Steps to Administer an Estate in Texas appeared first on Kreig… Continue reading 4 Steps to Administer an Estate in Texas