Texas Probate Information

Quick facts
| Category | Current rules |
|---|---|
| Courts | Texas splits probate jurisdiction three ways by county, and there is no single sentence that names the probate court in Texas. Under the Texas Estates Code 32.002, a county with a statutory probate court sends probate to that court (32.002(c)); a county with no statutory probate court but with a county court at law exercising original probate jurisdiction gives the county court at law and the constitutional county court concurrent original jurisdiction (32.002(b)); and in every other county the county court, meaning the elected County Judge, has original jurisdiction (32.002(a)). Estates Code 22.007(b) makes the terms "county court" and "probate court" synonymous, which is why the statutes use "probate court" as a function word rather than an institution name. Find your county before you find your court |
| Statutory probate courts | Twenty-five statutory probate courts sit in twelve counties: Bexar, Cameron, Collin, Dallas, Denton, El Paso, Galveston, Harris, Hidalgo, Montgomery, Tarrant, and Travis. The Office of Court Administration's Court Structure of Texas chart of December 2025 states "Statutory Probate Courts (25) ... (in 12 counties)", and Government Code Chapter 25 confirms the count court by court (Bexar 3, Cameron 1, Collin 1, Dallas 3, Denton 2, El Paso 2, Galveston 1, Harris 5, Hidalgo 2, Montgomery 1, Tarrant 2, Travis 2). These courts hear probate, guardianship, and mental health matters, and their judges are lawyers. Two naming traps: the first court in Dallas and in Denton is the "Probate Court of Dallas County" and the "Probate Court of Denton County" with no number, and Galveston's single court is the "Probate Court of Galveston County" |
| County courts at law | A statutory county court, which most counties call a county court at law, has probate jurisdiction by general law: Government Code 25.0003(d) gives it "concurrent with the county court, the probate jurisdiction provided by general law for county courts", except that in a county with a statutory probate court the statutory probate court is the only statutory county court with probate jurisdiction (25.0003(e)). A county court at law is never a statutory probate court (Estates Code 22.007(c); Government Code 25.0003(f)). Concurrent means concurrent: the county court at law does not displace the County Judge, and which court actually hears estates is a matter of local practice |
| Constitutional county courts | The Office of Court Administration counts 254 constitutional county courts, one in each county. In the counties with neither a statutory probate court nor a county court at law exercising probate jurisdiction, the county court is the only probate court, it is presided over by the elected County Judge, and the County Judge need not be a lawyer (Estates Code 32.002(a)) |
| Contested matters | The path depends on the county's court, and it is the most important county-specific legal fact in Texas probate. In a statutory probate court county the statutory probate court has exclusive jurisdiction of all probate proceedings, contested or uncontested (Estates Code 32.005(a)). In a county court at law county the County Judge may on the judge's own motion, or shall on a party's motion, transfer the contested matter to the county court at law (32.004). In a constitutional county court county the County Judge may on the judge's own motion, or shall on a party's motion, request the assignment of a statutory probate court judge under Government Code 25.0022 or transfer the contested matter to the district court (32.003(a)) |
| Filing office | The county clerk, in every county and for every court type. The county clerk is the constitutional clerk of the county court (Texas Constitution article V, section 20), and Government Code 25.0030(b) provides that "The county clerk shall serve as clerk of each statutory probate court". Where a county court at law shares a split clerkship with the district clerk, probate falls on the county clerk side. An estate is never opened at the district clerk's counter; the district clerk receives a probate matter only after a contested matter is transferred under Estates Code 32.003. Larger counties brand the counter a Probate Division, Probate Department, or Probate Courts Division |
| Governing code | The Texas Estates Code, chiefly Title 2 (chapters 31 to 33 for jurisdiction and venue, 55 for contests), Title 2 subtitle E (chapter 205 small estate affidavit, 202 and 203 heirship), subtitle F (chapters 256 and 257 for probating a will and muniment of title), subtitle G (chapters 301 to 309 for opening and inventorying an administration) and subtitle I (chapters 401 to 405 for independent administration). Fees are in the Local Government Code, court structure in Government Code Chapter 25, and filing procedure in the Texas Rules of Civil Procedure. The public statute site is statutes.capitol.texas.gov |
| Filing venue | The county where the decedent lived, if the decedent had a domicile or fixed place of residence in Texas (Estates Code 33.001(a)(1)). For a decedent with no Texas domicile or fixed residence, venue depends on where the death happened and where the estate or the nearest of kin are (33.001(a)(2)). Where two courts have concurrent venue, the first commenced proceeding retains jurisdiction to the exclusion of the others (33.052) |
| Deadline to probate a will | Four years from death. A will may not be admitted to probate after the fourth anniversary of the testator's death unless it is shown by proof that the applicant was not in default in failing to present the will for probate on or before that anniversary (Estates Code 256.003(a)), and letters testamentary may not issue on a will admitted after the fourth anniversary unless the application was filed on or before it (256.003(b)). A buyer who purchases from the heirs in good faith and for value after the fourth anniversary, without knowledge of a will, keeps good title (256.003(c)) |
| Representative and authority | Texas uses personal representative as the umbrella statutory term, executor for a person named in a will, administrator for a court-appointed representative, and independent executor for the chapter 401 role, a term that by statute includes an independent administrator (Estates Code 22.017). On an admitted will the court grants letters testamentary before the 21st day after the will is probated to each named executor who is not disqualified and is willing to accept and qualify (306.001(a)). With no will, or where the named executor is deceased, fails to qualify by the 21st day, or fails to present the will by the 31st day after death without good cause, the court grants letters of administration (306.002(a)). No administration is granted unless a necessity for it exists (306.002(b)) |
| Probate paths | Independent administration (Estates Code chapters 401 to 405), dependent or court-supervised administration, muniment of title (chapter 257), the small estate affidavit (chapter 205), determination of heirship (chapter 202), the nonjudicial affidavit of heirship (chapter 203), and the chapter 354 summary proceedings. Every one of them is created by state statute and available in all 254 counties on identical terms |
| Independent administration | The Texas hallmark and the usual path. Once the court has appointed the independent executor and the inventory or the affidavit in lieu of it has been filed, "further action of any nature may not be had in the probate court except where this title specifically and explicitly provides for some action in the court" (Estates Code 402.001), and any action a supervised representative could take with or without a court order may be taken without one (402.002). It is created by the will (401.001(a)) or by the agreement of all the distributees, testate (401.002) or intestate (401.003) |
| Inventory | Before the 91st day after the personal representative qualifies, unless the court grants a longer period, the representative files a verified, full, and detailed inventory and appraisement with the court clerk (Estates Code 309.051(a), as recast effective September 1, 2025). An independent executor with no unpaid debts other than secured debts, taxes, and administration expenses may instead file an affidavit in lieu of inventory, which keeps the asset list out of the public record (309.056) |
| Creditor notice | Three separate duties. Within one month after receiving letters, publish notice to creditors in a newspaper of general circulation in the county where the letters issued, and notify the comptroller if the decedent remitted or should have remitted taxes the comptroller administers (Estates Code 308.051(a)); where the county has no newspaper of general circulation the notice is posted instead (308.051(c)). Within two months after receiving letters, give notice to each known creditor holding a claim secured by estate property (308.053(a)). Optionally, notify an unsecured creditor, which starts a hard bar: the claim must be presented before the 121st day after the notice is received or it is barred (308.054(b)(1); 403.055) |
| Small estate affidavit | For an intestate estate only, where 30 days have elapsed since the death, no petition for a personal representative is pending or granted, and the value of the estate assets on the date of the affidavit, excluding homestead and exempt property, does not exceed $75,000 (Estates Code 205.001, at the figure set effective September 1, 2017). The judge may approve a conforming affidavit (205.003). It transfers real property only where the homestead is the only real property in the estate, and then only if the affidavit is recorded in the deed records (205.006(a); 205.008(b)) |
| Muniment of title | A Texas route that admits a will to probate with no administration at all, available where the estate owes no unpaid debt other than a debt secured by a lien on real estate, or where the court finds for another reason that there is no necessity for administration (Estates Code 257.001). No representative is appointed and no letters issue: the order itself is the authority to pay or transfer assets (257.102). The applicant files a compliance affidavit by the 180th day (257.103) |
| Filing fee | The base court filing fee to open a probate case is set by Texas statute and is the same in every county: $360, made up of a $223 local consolidated fee (Local Government Code 135.102(a)(1)) and a $137 state consolidated fee (Local Government Code 133.151(a)(1)), both in the amounts effective January 1, 2024 under S.B. 1612 of the 88th Legislature. A later adverse or contested probate action is $120 ($75 under Local Government Code 135.102(a)(2) plus $45 under Local Government Code 133.151(a)(2)). On top of the base fee the county clerk collects statutory per-service fees, including $8.00 to issue a document such as a citation (Local Government Code 118.052(3)(A); 118.059) and $2.00 for each Letters Testamentary or Letters of Administration (118.052(3)(D); 118.061), and the sheriff or constable charges a posting or service fee that the commissioners court sets and may not set higher than is necessary to pay the expenses of providing the service (118.131). What varies from county to county is that second layer, not the base fee. Confirm the current total with the county clerk, and file a Statement of Inability to Afford Payment of Court Costs (Texas Rule of Civil Procedure 145) if you cannot pay |
| State estate tax | None. No chapter of the Texas Tax Code imposes an estate tax and the Comptroller administers none. A large estate may still owe federal estate tax, which applies only above the federal exclusion of $15 million per individual for deaths in 2026 (Public Law 119-21, signed July 4, 2025) |
| State inheritance tax | None. The Texas inheritance tax was tied to a federal credit that Congress phased out. The Comptroller's Manual of Accounts records that the tax was "Not collected on dates of death on or after January 1, 2005" and was "Repealed by S.B. 752, 84th Leg., R.S.", which repealed Tax Code Chapter 211 outright effective September 1, 2015. No Texas tax clearance, consent to transfer, or waiver is required to move any asset, because the chapter that housed those mechanisms no longer exists |
| Statewide forms | None for probate procedure. The Texas Judicial Branch forms page lists only will-drafting forms under Probate and Guardianship, which are estate-planning documents signed before death and never filed in a probate case. There is no state application to probate a will, no proof of death and other facts, no order, no oath, no inventory, no heirship form, no small estate affidavit, and no muniment of title form. Government Code 22.020(b)(1) has directed the Supreme Court of Texas since 2015 to promulgate a small estate affidavit form and a muniment of title form "as the court considers appropriate", and neither has been promulgated. Individual county clerks and statutory probate courts fill the gap with their own local forms, some of them mandatory |
| E-filing | eFileTexas.gov, the statewide system the Office of Court Administration contracts for, is mandatory for attorneys in probate cases in every county. Supreme Court of Texas Misc. Docket No. 13-9164, signed December 9, 2013, which superseded and vacated the court's earlier e-filing orders, requires e-filing by attorneys in all non-juvenile civil cases "including family and probate cases" at district courts, statutory county courts, constitutional county courts, and statutory probate courts, and its population phase-in finished on July 1, 2016. Self-represented filers are treated differently: "Persons not represented by an attorney may e-file documents, but e-filing is not required", and Texas Rule of Civil Procedure 21(f)(1) says the same. Some counties publish their own instructions for paper filing by unrepresented parties and some do not, so ask the county clerk |
| Original wills | Wills are exempt from e-filing (Texas Rule of Civil Procedure 21(f)(4)(A)), and the original must reach the clerk quickly. Rule 21(f)(12) provides that when a party electronically files an application to probate a document as an original will, the original will must be filed with the clerk within three business days after the application is filed. Rule 21(f)(13) requires the clerk to retain an original will filed for probate in a numbered file folder. There is no electronic way to satisfy this: someone delivers or mails the wet-ink will to the county clerk |
| Case search | re:SearchTX at research.txcourts.gov is the statewide court records program, run by the Office of Court Administration with Tyler Technologies, and its coverage differs from county to county because the date a court's data becomes available is set by its clerk. Registration is required and is free, but documents are not: the Legislature set the charge at $1.00 for a document of 1 to 10 pages and 10 cents per page after that, and parties and attorneys of record are not charged on their own cases. The site's own notice calls what it shows an unofficial copy and names the clerk of the court as the official custodian of the records. Several large counties run deeper portals of their own, and many small counties publish no online probate search at all, in which case records are requested from the county clerk |
Before you begin — know the assets and liabilities
Texas probate turns on three questions the family should answer before anyone opens a court file: what the estate actually holds and owes, whether there is a will, and which of the three kinds of court the decedent's county has. The asset and debt picture decides the path. If there is a will that authorizes independent administration, or all the distributees will agree to one, the estate can run almost entirely outside court supervision under Estates Code chapters 401 to 405. If the estate owes no unpaid debt other than a debt secured by a lien on real estate, a will can be admitted as a muniment of title with no administration at all (257.001). If there is no will and the estate assets, excluding homestead and exempt property, do not exceed $75,000, a small estate affidavit may do the whole job 30 days after the death (205.001). Those tests are asked about assets and debts, not about paperwork, which is why the inventory work comes first.
Property held with a right of survivorship, payable-on-death and beneficiary-designated accounts, life insurance and retirement accounts, trust property, and real estate covered by a transfer on death deed recorded before death under Estates Code chapter 114 all pass outside probate. So does the homestead and other exempt property in the small-estate calculation, which counts only property that would be eligible to be set aside under Estates Code 353.051 (205.009). Before filing anything with the county clerk, identify every asset and every debt and confirm how each asset is titled and valued, because the answers decide the path, the fee exposure, and whether an attorney is needed. Do it early: a will generally cannot be admitted to probate after the fourth anniversary of the death (256.003(a)), and Sunset's asset-discovery work, searching more than 2,300 financial institutions, exists for exactly this step.
Which court handles probate
Texas probate runs through the county's own court, and which court that is depends on the county. The Texas Estates Code 32.002 sets out the split, and its subsections run in the reverse of the order people expect. Subsection (a): in a county with no statutory probate court and no county court at law exercising original probate jurisdiction, the county court has original jurisdiction of probate proceedings. Subsection (b): in a county with no statutory probate court but with a county court at law exercising original probate jurisdiction, that court and the county court have concurrent original jurisdiction. Subsection (c): in a county with a statutory probate court, the statutory probate court has original jurisdiction. Estates Code 22.007(b) then makes "county court" and "probate court" synonymous terms, which is why the code's bare phrase "probate court" is a function word rather than the name of an institution. This knowledge base carries a separate page for each of the 254 counties, because the court, the contested-matter path, the counter, the local forms, and the local practice differ even though the statutes do not.
Twenty-five statutory probate courts sit in twelve counties: Bexar, Cameron, Collin, Dallas, Denton, El Paso, Galveston, Harris, Hidalgo, Montgomery, Tarrant, and Travis. The Office of Court Administration's Court Structure of Texas chart of December 2025 states "Statutory Probate Courts (25) ... (in 12 counties)", and Government Code Chapter 25 confirms it court by court. Everywhere else the question is whether the county has a statutory county court, usually called a county court at law. Government Code 25.0003(d) gives every statutory county court "concurrent with the county court, the probate jurisdiction provided by general law for county courts", so a builder does not have to hunt for a county-specific grant; 25.0003(e) carves out counties that have a statutory probate court, and 25.0003(f) makes clear that a statutory county court never has the jurisdiction of a statutory probate court. The Legislature has switched the default off in a couple of places, most notably Parker County, whose county courts at law do not have the jurisdiction of a probate court except over contested matters (Government Code 25.1863). In the remaining counties, and they are the majority, the only probate court is the county court, presided over by the elected County Judge, who need not be a lawyer.
That last point is what makes the contested-matter rule matter so much. In a statutory probate court county the statutory probate court has exclusive jurisdiction of all probate proceedings, contested or uncontested (Estates Code 32.005(a)). In a county court at law county the County Judge may on the judge's own motion, or shall on the motion of any party, transfer the contested matter to the county court at law, and may transfer the entire proceeding (32.004). In a constitutional county court county the County Judge may on the judge's own motion, or shall on a party's motion, either request the assignment of a statutory probate court judge under Government Code 25.0022 or transfer the contested matter to the district court (Estates Code 32.003(a)). A motion for assignment beats a transfer: if a party files one before the judge transfers the matter, the county judge shall grant it and may not transfer the matter to the district court unless the party withdraws the motion (32.003(b)). The county court keeps the rest of the case while the contested matter is elsewhere, and the matter comes back when it is resolved (32.003(e), (f), and (g)).
Filings go to the county clerk in every county and for every court type. The county clerk is the constitutional clerk of the county court (Texas Constitution article V, section 20), and Government Code 25.0030(b) provides that "The county clerk shall serve as clerk of each statutory probate court", so there is no district-clerk involvement in probate even in the twelve statutory probate court counties. Where a county court at law shares a split clerkship with the district clerk, the district clerk takes matters of concurrent jurisdiction with the district court and the county clerk takes all other cases, and probate is always in the second group. In counties with a population of less than 8,000 the voters may have one officer holding both offices (Government Code 51.501). Venue is the county where the decedent lived, if the decedent had a domicile or fixed place of residence in Texas (Estates Code 33.001(a)(1)); for a decedent with no Texas domicile or fixed residence, venue depends on where the death happened and where the estate or the nearest of kin are (33.001(a)(2)). If applications are filed in two courts with concurrent venue, the first commenced proceeding retains jurisdiction to the exclusion of the others (33.052).
The probate process
- Identify and value every asset and debt, and confirm how each asset is titled. Survivorship property, payable-on-death and beneficiary designations, trust property, and real estate covered by a transfer on death deed recorded before death (Texas Estates Code chapter 114) pass outside probate. What is left, and what the estate owes, decides which path fits.
- Confirm which court serves the county and confirm venue. File in the county where the decedent lived if the decedent had a Texas domicile or fixed place of residence (Estates Code 33.001(a)(1)); otherwise venue turns on where the death happened and where the estate or the nearest of kin are (33.001(a)(2)). Then read the county's page: the estate goes to a statutory probate court in twelve counties, to a county court at law sharing concurrent jurisdiction with the county court in the counties that have one, and to the county court, the constitutional county court presided over by the County Judge, everywhere else (32.002).
- Choose the path. Independent administration is the usual route, created by the will (Estates Code 401.001(a)) or by the agreement of all the distributees, testate (401.002) or intestate (401.003). Muniment of title admits the will with no administration where the estate owes no unpaid debt other than one secured by a lien on real estate, or the court finds no necessity for administration (257.001). An intestate estate whose assets, excluding homestead and exempt property, do not exceed $75,000 may use a small estate affidavit 30 days after the death (205.001). Dependent, court-supervised administration is the fallback where the estate is contested, insolvent, or has no agreeing distributees.
- Draft the application. Texas has no state-published probate procedure form set, so the application to probate the will, the proof of death and other facts, the proposed order, and the oath are drafted rather than filled in. Check the county clerk's site and, in a statutory probate court county, the court's own site for local forms and checklists, some of which are mandatory. Watch the four-year rule: a will generally may not be admitted to probate after the fourth anniversary of the death (256.003(a)), and letters testamentary are unavailable on a will admitted later unless the application was filed on or before that anniversary (256.003(b)).
- File with the county clerk and pay the fee. The base fee is the same in every county: $360, being $223 under Local Government Code 135.102(a)(1) and $137 under Local Government Code 133.151(a)(1), in the amounts effective January 1, 2024. Add the county clerk's statutory per-service fees, such as $8.00 to issue a citation (Local Government Code 118.052(3)(A)) and $2.00 per set of letters (118.052(3)(D)), and the sheriff or constable posting or service fee the commissioners court sets (118.131). If you cannot pay, file a Statement of Inability to Afford Payment of Court Costs under Texas Rule of Civil Procedure 145.
- E-file if an attorney is filing, and deliver the original will within three business days. Attorneys must e-file probate documents through eFileTexas.gov in every Texas county. Persons not represented by an attorney may e-file but are not required to (Texas Rule of Civil Procedure 21(f)(1)). Wills are exempt from e-filing (21(f)(4)(A)), so the sequence is to e-file the application with a scanned copy of the will attached and then get the wet-ink original to the county clerk: rule 21(f)(12) requires the original will to be filed with the clerk within three business days after the application is filed. Ask the clerk where and how it wants the original delivered.
- Attend the hearing and take the order and the letters. On an admitted will the court grants letters testamentary before the 21st day after the will is probated, to each named executor who is not disqualified and is willing to accept and qualify (Estates Code 306.001(a)); otherwise it grants letters of administration, and only where a necessity for administration exists (306.002). In an independent administration the clerk issues as many letters as the independent executor asks for (405.010). Order enough certified sets for the banks and transfer agents; each is $2.00 (Local Government Code 118.052(3)(D)).
- Give the notices, on three different clocks. Not later than the 60th day after the order admitting the will, notify each beneficiary named in the will whose identity and address are known or reasonably ascertainable (Estates Code 308.002(a)), and file proof by the 90th day (308.004(a)). Within one month after receiving letters, publish notice to creditors in a newspaper of general circulation in the county where the letters issued (308.051(a)), or post it if the county has no such newspaper (308.051(c)). Within two months after receiving letters, notify each known creditor holding a claim secured by estate property (308.053(a)). The beneficiary notice does not apply to a muniment of title (308.0015).
- File the inventory before the 91st day, or the affidavit in lieu of it. Unless the court grants a longer period, file a verified, full, and detailed inventory and appraisement with the court clerk before the 91st day after you qualify (Estates Code 309.051(a)). An independent executor with no unpaid debts other than secured debts, taxes, and administration expenses may instead file an affidavit in lieu of inventory, which keeps the asset list out of the public record but requires that all beneficiaries have received the inventory (309.056). Late filing can draw a court fine of up to $1,000 (309.057(c)) and, if the inventory itself is filed after the 90th day, a $25.00 clerk's fee (Local Government Code 118.052(2)(A)(i); 118.056(d)).
- Administer the estate. In an independent administration the executor gives the required notices, may give the permissive notice that bars an unsecured claim not presented before the 121st day after receipt (Estates Code 308.054(b)(1); 403.055), approves, rejects, or ignores claims, and pays approved claims in the statutory order, all without applying to the court (403.051). A secured creditor must elect matured secured treatment within six months after letters are granted or four months after receiving the 308.053 notice, whichever is later, and one secured by real property must record notice of the election in the deed records of the county where the property sits (403.052). Then distribute.
- Close, or do not. Closing an independent administration is optional: "An independent executor is not required to close the independent administration of an estate" (Estates Code 405.012). Where the executor does close, the routes are a judicial discharge (405.003), a closing report (405.005), or a notice of closing estate (405.006), and the administration is considered closed 30 days after the report or notice is filed unless an interested person objects (405.007(a)). Note that filing a closing report releases the bond sureties for future acts while filing a notice of closing estate does not (405.007(d)). No Texas death-tax filing is due; a federal estate tax return is required only above the federal exclusion of $15 million per individual for deaths in 2026.
Types of probate
Every Texas probate path is created by the Texas Estates Code, and every one of them is available in all 254 counties on identical terms. What changes from county to county is the court, the contested-matter route, the second layer of fees, and the local forms, not the paths. Which path fits turns on whether there is a will, whether the will or all the distributees authorize an independent administration, what the estate owes, and whether real property has to move.
| Path | When used | How it works | Statute |
|---|---|---|---|
| Independent administration | The usual Texas route, and the reason Texas probate is cheaper and faster than most states. Available where the will provides for it, or where all the distributees agree to it. An intestate estate can use it too, but only after the heirs have been determined in a chapter 202 heirship proceeding. | After the order appointing the independent executor and the filing of the inventory or the affidavit in lieu of it, "further action of any nature may not be had in the probate court except where this title specifically and explicitly provides for some action in the court" (402.001), and any action a supervised representative could take with or without a court order may be taken without one (402.002). The executor gives the creditor notices, classifies and pays claims, and distributes, without applying to the court (403.051). Bond is required where the administration is created by agreement unless the court waives it on application (401.005) | Estates Code 401.001(a) (by will); 401.002 (testate, by agreement of all distributees); 401.003 (intestate, by agreement, after a chapter 202 heirship determination); 402.001; 402.002 |
| Dependent administration | The court-supervised fallback, used where the will forbids independent administration, where the distributees do not all agree, where the estate is insolvent or contested, or where a court's oversight is wanted. The court may not grant any administration at all unless a necessity for it exists (306.002(b)). | The representative is appointed and issued letters testamentary or letters of administration, files the same inventory before the 91st day (309.051(a)), and then returns to the court for authority: claims are presented, allowed or rejected and approved by the court, sales of property are on application and order, and the estate is closed on a final account. It is slower and costs more than the independent route, which is why Texas families and wills reach for the independent one | Estates Code 306.001; 306.002; chapters 308, 309, 351 to 362 |
| Muniment of title | A will-probate route with no administration at all, and one no other state in this knowledge base has. Available where the court is satisfied that the estate does not owe an unpaid debt other than any debt secured by a lien on real estate, or finds for another reason that there is no necessity for administration. Note the conditions are joined by "or". The applicant must also prove that four years have not elapsed since the death and before the application (257.054(2)). | The court admits the will and appoints nobody: no personal representative, no letters. The order itself "constitutes sufficient legal authority" for anyone who owes money to the estate, holds its property, or acts as registrar or transfer agent to pay or transfer without administration, and a person entitled under the will may deal with the property as if title were recorded in their name (257.102). The applicant files a sworn compliance affidavit by the 180th day (257.103). The practical limitation is that the order gives no ongoing authority, so if a debt surfaces or an institution refuses the order, someone must go back and open an administration; a later appointment is expressly not precluded (257.151) | Estates Code chapter 257, principally 257.001, 257.054, 257.102, 257.103, 257.151 |
| Small estate affidavit | Intestate estates only. All six conditions must hold: 30 days have elapsed since the death; no petition for the appointment of a personal representative is pending or has been granted; the value of the estate assets on the date of the affidavit, excluding homestead and exempt property, does not exceed $75,000; the affidavit meets the 205.002 requirements and is filed with the clerk of the court that has jurisdiction and venue; the judge approves it; and the distributees comply with 205.004. The opening clause adds a solvency test: assets excluding homestead and exempt property must exceed known liabilities excluding liabilities secured by homestead and exempt property. | The affidavit is sworn to by two disinterested witnesses and by each distributee with legal capacity, lists all known assets and liabilities and marks which assets are claimed exempt, and sets out the family history establishing each distributee's right (205.002). Approval is discretionary: the judge "may approve the affidavit if the judge determines that the affidavit conforms to the requirements of this chapter" (205.003). The distributees then deliver a clerk-certified copy to each person holding estate property or owing the estate money (205.004), and those people are released as if they had paid a personal representative (205.007) | Estates Code chapter 205, principally 205.001, 205.002, 205.003, 205.006, 205.008, 205.009 |
| Determination of heirship | Used where a person dies intestate owning Texas property, or where property was omitted from an administration, and the heirs need a judgment saying who they are. It is also a precondition to an intestate independent administration: the court may not appoint an independent administrator in an intestate estate until the applicants have been determined to be all of the heirs in a chapter 202 proceeding (401.003(b)). | A court proceeding with citation and, ordinarily, an attorney ad litem appointed to represent unknown heirs, ending in a judgment declaring the heirs and their shares. It can be combined with an application for administration, and it is why intestate estates in Texas take longer and more often need counsel than testate ones | Estates Code chapter 202; 401.003(b) |
| Affidavit of heirship | A nonjudicial alternative used mainly to clear title to real property where no administration is needed and the family agrees. It is not a court proceeding and it does not bind anyone who does not accept it. | Two disinterested witnesses with knowledge of the family history swear to the facts of heirship and the affidavit is recorded in the deed records of the county where the property sits. After five years of record it becomes prima facie evidence of the facts stated. Title companies and buyers decide for themselves whether to rely on one, so confirm before treating it as a solution | Estates Code chapter 203 |
| Summary proceedings for a small estate in administration | Available where an estate already in administration turns out to be worth no more than the family allowance and the exempt property the court sets aside, so there is nothing left for general creditors. | The court orders the exempt property set aside and the allowances paid, and the representative distributes what is left to the persons entitled and closes, without the full claim and accounting machinery | Estates Code chapter 354 |
Two things people expect to find in Texas and will not. There is no state-published fill-in form for any of these paths: the application, the proof, the order, and the oath are drafted, and the Supreme Court of Texas has not promulgated the small estate affidavit form or the muniment of title form that Government Code 22.020(b)(1) has directed it to consider since 2015. And the small estate affidavit is not a general small-estate shortcut: it is closed to any estate with a will, closed to real property other than a homestead that is the only real property in the estate (Estates Code 205.006(a); 205.008(b)), and measured on assets excluding homestead and exempt property against the $75,000 ceiling in 205.001(3). A family with a will and a small estate usually wants muniment of title instead.
Executor duties
Personal representative duties in Texas
Texas calls the person in charge of an estate the personal representative, and narrows it from there: executor for a person named in a will, administrator for a court-appointed representative, and independent executor for the chapter 401 role, which by statute includes an independent administrator (Texas Estates Code 22.017). The authority documents are Letters Testamentary and Letters of Administration (306.001; 306.002). The duties below apply to an administration. A muniment of title appoints nobody and issues no letters, and a small estate affidavit appoints nobody either, though the distributees who sign one are personally liable for damage or loss arising from reliance on it (205.007(c)).
| Duty | Source | Timing |
|---|---|---|
| Apply to the court that has original probate jurisdiction in the decedent's county, file the original will with the application if it is in your control, and prove up the will at the hearing | Estates Code 32.002; 256.051; 256.053 | Before the fourth anniversary of the death, or the will generally cannot be admitted (256.003(a)) |
| Qualify and receive Letters Testamentary or Letters of Administration, and order enough certified sets for the institutions holding assets | Estates Code 306.001(a); 306.002(a); Local Government Code 118.052(3)(D) for the $2.00 per-set fee | Letters testamentary are granted before the 21st day after the will is probated |
| Deliver the wet-ink original will to the county clerk where the application was e-filed | Texas Rule of Civil Procedure 21(f)(4)(A) and 21(f)(12) | Within three business days after the application is filed |
| Notify each beneficiary named in the will whose identity and address are known or reasonably ascertainable, by a qualified delivery method, and then file the sworn proof of it | Estates Code 308.002(a) and (d); 308.004(a) | Notice not later than the 60th day after the order admitting the will; proof not later than the 90th day. Does not apply to a muniment of title (308.0015) |
| Publish notice to creditors in a newspaper of general circulation in the county where the letters issued, or post it if there is no such newspaper, and notify the comptroller if the decedent remitted or should have remitted taxes the comptroller administers | Estates Code 308.051(a) and (c); proof of publication under 308.052 | Within one month after receiving letters |
| Give notice of the issuance of letters to each known creditor holding a claim for money secured by estate property, and file the notice, the delivery receipt, and your affidavit with the clerk | Estates Code 308.053(a), (c), and (d) | Within two months after receiving letters, and within a reasonable period for a secured creditor discovered later |
| File a verified, full, and detailed inventory and appraisement with the court clerk, or, as an independent executor with no unpaid debts other than secured debts, taxes, and administration expenses, the affidavit in lieu of it | Estates Code 309.051(a); 309.056; penalty at 309.057(c) | Before the 91st day after you qualify, unless the court grants a longer period |
| Decide on claims, and if you choose to use it, send the permissive notice to an unsecured creditor that starts the hard bar | Estates Code 308.054(b)(1); 403.051; 403.055 | A noticed unsecured creditor must present the claim before the 121st day after receiving the notice or it is barred |
| Handle secured claims, including the creditor's election deadline and the deed-records recording that goes with a claim secured by real property | Estates Code 403.052 | The creditor elects within six months after letters are granted or four months after receiving the 308.053 notice, whichever is later |
| Account when an interested person demands it, and be ready for a distribution petition | Estates Code 404.001(a) and (c); 405.001(a) | An accounting may be demanded after 15 months from the first issuance of letters, and again at intervals of not less than 12 months; a petition for accounting and distribution may be filed after two years |
| Close the estate, or leave it open | Estates Code 405.003; 405.005; 405.006; 405.007; 405.012 | Optional for an independent executor. A closing report or notice of closing estate closes the administration 30 days after filing unless an interested person objects |
| Pay taxes. No Texas death-tax filing is due, because Texas has neither a state estate tax nor a state inheritance tax; a federal estate tax return is required only above the federal exclusion | the Texas Comptroller of Public Accounts and Tax Code Chapter 211 as repealed by S.B. 752, 84th Legislature, verified July 2026; Public Law 119-21 for the federal exclusion | The federal exclusion is $15 million per individual for deaths in 2026 |
Forms and documents
Probate forms in Texas
Texas has no state-published probate procedure form set, and that is the single most important thing to know about Texas probate paperwork. The Texas Judicial Branch publishes its forms at txcourts.gov/rules-forms/forms/, and its entire Probate and Guardianship category is will-drafting: four English will forms, the same four bilingually in English and Spanish, and a transfer on death deed kit that links out to a non-profit site. Every one of those is an estate-planning document signed before death and never filed in a probate case. There is no state application to probate a will, no proof of death and other facts, no order admitting a will, no oath, no letters, no inventory, no heirship form, no small estate affidavit, and no muniment of title form. The application, the proof, the proposed order, and the oath are drafted by the filer or the filer's attorney.
The Legislature has asked for two of the missing forms since 2015 and has not got them. Government Code 22.020(b) provides that "The supreme court shall, as the court considers appropriate, promulgate: (1) forms for use by individuals representing themselves in certain probate matters, including forms for use in: (A) a small estate affidavit proceeding under Chapter 205, Estates Code; and (B) the probate of a will as a muniment of title under Chapter 257, Estates Code". The Court has delivered the simple will forms that subsection (b)(2) asks for, each footered as approved by the Supreme Court of Texas in Misc. Docket No. 23-9037 of July 7, 2023, and has satisfied (b)(2-a) by linking a transfer on death deed kit. Eleven years on, no small estate affidavit form and no muniment of title form has been promulgated, and the phrase "as the court considers appropriate" is why. Two subsections a reader should know: 22.020(f) requires the clerk of a probate court to inform the public that a promulgated form is available and to make it available free of charge, and 22.020(g) requires a probate court to accept a promulgated form unless it has been completed in a way that causes an incurable substantive defect.
Counties fill the vacuum, and that is where the real Texas form set lives. Individual county clerks and statutory probate courts publish their own decree, oath, inventory, small-estate, and muniment forms, along with checklists, local rules, and fee schedules, and some of those local forms are mandatory in their own courts. The Estates Code itself prescribes contents but not format: chapter 205 lists who must swear to a small estate affidavit and what it must contain (205.002) and says the judge "may approve" it (205.003), and it references no official form anywhere. Check the county clerk's page, and in a statutory probate court county the court's own page, before drafting anything, then follow what that county publishes.
| Document | What it is | Where it comes from |
|---|---|---|
| Application to probate a will and for letters testamentary | The pleading that opens the case, naming the applicant, the decedent, the will, and the executor, and averring the facts that confer jurisdiction and venue | Drafted. No state form exists. Estates Code 256.051 and 256.052 set the contents; the original will is filed with it if it is in the applicant's control (256.053) |
| Proof of death and other facts | The sworn testimony proving the death, the venue facts, and the will's execution, taken at the hearing and filed | Drafted, though many county clerks and statutory probate courts publish a local template |
| Order admitting the will to probate | The proposed order the judge signs, which is what actually admits the will and authorizes the letters | Drafted and brought to the hearing. Several counties publish their own required decree form |
| Oath of executor or administrator | The sworn oath the representative takes to qualify before letters issue | Drafted or on a local form; qualification is a precondition to letters (Estates Code 306.001) |
| Inventory, appraisement, and list of claims, or the affidavit in lieu | The verified, full, and detailed list of estate property, or the independent executor's affidavit that keeps it out of the public record | Drafted. Estates Code 309.051 sets the contents and the before-the-91st-day deadline; 309.056 sets the affidavit conditions |
| Small estate affidavit | The sworn affidavit that lets the distributees of an intestate estate take it without an administration | No state form. Estates Code 205.002 sets the contents. Several counties publish their own version and some require it |
| Application to probate a will as a muniment of title | The application that asks the court to admit the will with no administration | No state form and none has been promulgated under Government Code 22.020(b)(1)(B). Estates Code 257.051 sets the contents and 257.054 the proof required. Some counties publish a local version |
| Statement of Inability to Afford Payment of Court Costs | The fee waiver, and the one genuinely statewide procedural form a Texas probate filer will need | Published bilingually on the Texas Judicial Branch forms page under Civil, and required by Texas Rule of Civil Procedure 145 |
| Simple will forms | Four will-drafting forms for married and unmarried testators with and without children, plus Spanish translations | Approved by the Supreme Court of Texas in Misc. Docket No. 23-9037, July 7, 2023, under Government Code 22.020(b)(2) and Estates Code 304.003. Signed before death, never filed in a probate case |
Fees
Texas reverses the usual assumption about probate fees: the base filing fee is fixed by statute and is the same at every county clerk's counter in the state. Since January 1, 2022 it has been two consolidated fees, and since January 1, 2024 they have stood at their current amounts under S.B. 1612 of the 88th Legislature. Local Government Code 135.102(a) requires "a fee of: (1) $223 on filing any probate, guardianship, or mental health case; and (2) $75 on any action other than an original action", and Local Government Code 133.151(a) requires the clerk to collect "(1) a fee in the amount of $137 on the filing of any civil, probate, guardianship, or mental health case; and (2) a fee in the amount of $45 on any action other than an original action". So opening a probate costs $360 and a later adverse or contested probate action costs $120, in every county. The percentage allocations inside each statute, which split the $223 across thirteen accounts and the $137 across four, are allocations of the fee and not extra charges. Source for every figure in this section: Local Government Code 135.102(a) and 133.151(a), as amended by Acts 2023, 88th Leg., R.S., Ch. 256 (S.B. 1612), effective January 1, 2024, and Local Government Code 118.052, verified July 2026.
| Item | Amount |
|---|---|
| Opening a probate case, local consolidated fee | $223 (Local Government Code 135.102(a)(1)), in the amount effective January 1, 2024 |
| Opening a probate case, state consolidated fee | $137 (Local Government Code 133.151(a)(1)), in the amount effective January 1, 2024 |
| Base total to open a probate case, every county | $360, being $223 under Local Government Code 135.102(a)(1) plus $137 under 133.151(a)(1) |
| Adverse or contested probate action after the original filing | $120, being $75 under Local Government Code 135.102(a)(2) plus $45 under 133.151(a)(2). The 135.102(a)(2) fee expressly excludes the filing of a claim against an estate |
| Issuing a document, such as a citation | $8.00 for the original document and one copy, and $8.00 for each additional set (Local Government Code 118.052(3)(A); 118.059) |
| Letters Testamentary or Letters of Administration | $2.00 each (Local Government Code 118.052(3)(D); 118.061) |
| Deposit and safekeeping of a will | $5.00, payable when the will is deposited (Local Government Code 118.052(3)(E); 118.062) |
| Claim against the estate | $10.00, payable by the claimant when the claim is filed (Local Government Code 118.052(2)(B); 118.058) |
| Filing an inventory and appraisement late | $25.00, and only where the instrument is filed after the 90th day after the personal representative qualified or after a court-extended deadline (Local Government Code 118.052(2)(A)(i); 118.056(d)) |
| Filing an annual or final account, or an application to sell property | $25.00 each (Local Government Code 118.052(2)(A)(iv) and (v)) |
| Approving and recording a bond, and administering an oath | $5.00 and $2.00 (Local Government Code 118.052(2)(A)(ii) and (iii)) |
| Certified copies | $5.00 for the clerk's certificate plus $1.00 per page of a paper document (Local Government Code 118.052(3)(B); 118.060) |
| Records technology and infrastructure fee | $2.00, and only if the commissioners court of the county has authorized it (Local Government Code 118.052(3)(H); 118.026). This is the one genuinely optional clerk item |
| Sheriff or constable service and posting | Set by the commissioners court, which may not set fees higher than is necessary to pay the expenses of providing the services, may not change them more than once a year, and must set them before October 1 to take effect the following January 1 (Local Government Code 118.131) |
| Newspaper publication of the creditor notice | Billed by the publisher, not the clerk (Estates Code 308.051(a)) |
| Attorney ad litem deposit | Ordered by the court and set by local practice, chiefly in heirship and guardianship matters |
| E-filing charges | The statewide electronic filing system fund takes a share of the $137 state consolidated fee (Local Government Code 133.151(c)(3)), and on top of that some counties publish their own electronic filing charges and every electronic filing service provider charges its own fee, often with a card surcharge. Government Code 72.031(f) requires a court to waive the fee for an individual it determines is indigent |
| Fee waiver | A filer who cannot pay files a Statement of Inability to Afford Payment of Court Costs (Texas Rule of Civil Procedure 145), which is available in every county and which the clerk must accept |
Because the base fee is statutory, do not treat a county's published total as a different filing fee. What differs between counties is the second layer: how many citations are issued, whether a sheriff or constable posts notice and at what charge, what the local newspaper bills for publication, and whether an ad litem is appointed. Counties that publish a probate schedule commonly show the base $360 for a case with no citation or service included, and a higher all-in total once citation, sheriff posting, and service are added. Ask the county clerk for its current probate fee schedule and for the effective date printed on it, because many counties publish a schedule with no date at all, and a few publish stale header dates alongside current amounts. Also ignore any fee guide that cites Government Code sections 51.317 or 51.701 through 51.708, or Local Government Code sections 133.152 through 133.154 or 118.064: those were folded into the consolidated fees effective January 1, 2022 and no longer exist. Verified July 2026.
Timeline
- Four years from death to probate a will: a will may not be admitted to probate after the fourth anniversary of the testator's death unless it is shown by proof that the applicant was not in default in failing to present the will for probate on or before that anniversary (Estates Code 256.003(a)), and letters testamentary may not issue on a will admitted later unless the application was filed on or before the fourth anniversary (256.003(b)). A muniment of title application must also prove that four years have not elapsed since the death (257.054(2)).
- 30 days after death, small estate affidavit: the first condition of the chapter 205 route is that 30 days have elapsed since the date of the decedent's death (Estates Code 205.001(1)). The 30 days run from the death and there is no separate waiting period after filing.
- Three business days, original will: when a party electronically files an application to probate a document as an original will, the original will must be filed with the clerk within three business days after the application is filed (Texas Rule of Civil Procedure 21(f)(12)). Wills are exempt from e-filing (21(f)(4)(A)) and the clerk must keep the original in a numbered file folder (21(f)(13)).
- Before the 21st day after the will is probated, letters: the court shall grant letters testamentary to each executor appointed by the will who is not disqualified and is willing to accept the trust and qualify according to law (Estates Code 306.001(a)). A named executor who fails to qualify by the 21st day, or to present the will by the 31st day after death without good cause, opens the door to letters of administration with the will annexed (306.002(a)).
- One month after letters, publish to creditors: within one month after receiving letters testamentary or of administration, publish notice to creditors in a newspaper of general circulation in the county where the letters issued, and notify the comptroller where the decedent remitted or should have remitted taxes the comptroller administers (Estates Code 308.051(a)). If the county has no newspaper of general circulation the notice is posted instead (308.051(c)).
- Two months after letters, notify secured creditors: within two months after receiving letters, give notice of their issuance to each person the representative knows to have a claim for money against the estate that is secured by estate property (Estates Code 308.053(a)), then file the notice, the delivery receipt, and an affidavit with the clerk (308.053(d)).
- 60th day and 90th day, beneficiaries: not later than the 60th day after the order admitting the will to probate, notify each beneficiary named in the will whose identity and address are known or can be ascertained through reasonable diligence (Estates Code 308.002(a)), and not later than the 90th day file the sworn proof of it (308.004(a)). Beneficiaries taking aggregate gifts of $2,000 or less, those already fully paid, those who have appeared, and those who waived are excepted (308.002(c)). This subchapter does not apply to a muniment of title (308.0015).
- Before the 91st day after qualifying, inventory: unless the court grants a longer period, file the verified, full, and detailed inventory and appraisement with the court clerk before the 91st day after the personal representative qualifies (Estates Code 309.051(a)). An independent executor may instead file the affidavit in lieu of inventory within the same period (309.056). Failing to file can draw a fine of up to $1,000 (309.057(c)).
- 121 days, the unsecured creditor bar: where the representative gives the permissive notice, the notice must state that the creditor must present the claim before the 121st day after the date of receipt or the claim is barred (Estates Code 308.054(b)(1)), and in an independent administration a noticed unsecured creditor "shall give to the independent executor notice of the nature and amount of the claim before the 121st day after the date the notice is received or the claim is barred" (403.055).
- Secured claim election, six months or four months: a creditor with a claim secured by estate property must elect matured secured treatment within six months after the date letters are granted or within four months after the date notice is received under Estates Code 308.053, whichever is later, and one secured by real property must also record notice of the election in the deed records of the county where the property is located (403.052).
- 180th day, muniment of title compliance affidavit: not later than the 180th day after a will is admitted to probate as a muniment of title, the applicant files a sworn affidavit with the court clerk stating which terms of the will have been fulfilled and which have not (Estates Code 257.103(a)). The court may waive it or extend the time, and failing to file does not affect title (257.103(b) and (c)).
- 15 months, accounting on demand: at any time after 15 months from the date the court clerk first issues letters, any person interested in the estate may demand an accounting from the independent executor, who must furnish a sworn written exhibit covering seven listed items, and further accountings may be demanded at intervals of not less than 12 months (Estates Code 404.001).
- Two years, accounting and distribution: at any time after two years from the first issuance of letters, a person interested in an estate still under independent administration may petition for an accounting and distribution, and unless the court finds a continued necessity for administration it shall order distribution (Estates Code 405.001).
- Closing, and 30 days after: closing is optional (Estates Code 405.012). Where the independent executor does close by filing a closing report or a notice of closing estate, the administration is considered closed 30 days after the filing unless an interested person objects within that time (405.007(a)).
- Federal estate tax return, nine months: a federal return is due nine months after death only for estates above the federal exclusion, $15 million per individual for deaths in 2026 (Public Law 119-21, signed July 4, 2025). No Texas death-tax filing is due, because Texas has neither a state estate tax nor a state inheritance tax.
State-specific considerations
California uses statewide Judicial Council forms (the DE-series). The same forms apply in all 58 counties, although counties may add local cover sheets. Los Angeles requires LASC PRO 010.
Probate jurisdiction is split three ways by county, so find the county first. Under the Texas Estates Code 32.002 a county with a statutory probate court sends probate there (32.002(c)); a county with a county court at law exercising original probate jurisdiction gives that court and the constitutional county court concurrent original jurisdiction (32.002(b)); and every other county sends probate to the county court, meaning the elected County Judge, who need not be a lawyer (32.002(a)). Twenty-five statutory probate courts sit in twelve counties: Bexar, Cameron, Collin, Dallas, Denton, El Paso, Galveston, Harris, Hidalgo, Montgomery, Tarrant, and Travis. Estates Code 22.007(b) makes "county court" and "probate court" synonymous terms, so the code's bare phrase "probate court" is a function word, not the name of an institution.
The contested-matter route depends on which of the three courts the county has. In a statutory probate court county the statutory probate court has exclusive jurisdiction of all probate proceedings, contested or uncontested (Estates Code 32.005(a)). In a county court at law county the County Judge may on the judge's own motion, or shall on a party's motion, transfer the contested matter, and may transfer the entire proceeding, to the county court at law (32.004). In a constitutional county court county the County Judge may on the judge's own motion, or shall on a party's motion, request the assignment of a statutory probate court judge under Government Code 25.0022 or transfer the contested matter to the district court (32.003(a)). An assignment motion filed first beats a transfer (32.003(b)), the county court keeps the rest of the case meanwhile (32.003(g)), and the matter returns to the county court when it is resolved (32.003(e) and (f)).
Everything is filed with the county clerk, never the district clerk. The county clerk is the constitutional clerk of the county court (Texas Constitution article V, section 20), and Government Code 25.0030(b) provides that "The county clerk shall serve as clerk of each statutory probate court", so the counter is the same office in all three kinds of county. Where a county court at law shares a split clerkship, the district clerk takes matters of concurrent jurisdiction with the district court and the county clerk takes all other cases, and probate is always in the second group. A district clerk sees a probate matter only after a contested matter has been transferred to the district court under Estates Code 32.003, at which point the district clerk may perform the functions a county clerk would (32.003(i)).
Independent administration is the Texas default in practice, and it is why Texas probate is comparatively cheap. Once the court has appointed an independent executor and the inventory or the affidavit in lieu of it has been filed, "further action of any nature may not be had in the probate court except where this title specifically and explicitly provides for some action in the court" (Estates Code 402.001), and any action a supervised representative could take with or without a court order may be taken without one (402.002). A testator creates it by will (401.001(a)) or can forbid it (401.001(b)). Failing that, all of the distributees may agree to it, testate (401.002) or intestate (401.003), and the court shall grant it unless that would not be in the estate's best interest. Bond is required in the agreement cases unless the court waives it on application (401.005).
Intestate independent administration needs an heirship judgment first. Estates Code 401.003(b) provides that the court "may not appoint an independent administrator to serve in an intestate administration unless and until the parties seeking appointment ... have been determined, through a proceeding to declare heirship under Chapter 202, to constitute all of the decedent's heirs". A chapter 202 heirship proceeding involves citation and, ordinarily, an attorney ad litem for unknown heirs, which is why an intestate estate takes longer, costs more, and more often needs counsel than a testate one.
The inventory deadline now reads "before the 91st day", and the affidavit in lieu of it is a privacy tool. Estates Code 309.051(a), as recast effective September 1, 2025, requires the representative to file the inventory and appraisement with the court clerk "before the 91st day after the date the personal representative qualifies" unless the court grants a longer period. Do not quote "within 90 days" as statutory text. An independent executor with no unpaid debts other than secured debts, taxes, and administration expenses may file an affidavit in lieu of inventory instead, stating that those debts are paid and that all beneficiaries have received a verified, full, and detailed inventory and appraisement (309.056). The point for families is privacy: the affidavit keeps the estate's asset list out of the public record.
The creditor-notice section numbers are the most-mistaken cites in Texas. Publication is Estates Code 308.051 and it is due within one month after letters. 308.052 is the proof of publication, not the secured-creditor section. The required notice to a secured creditor is 308.053 and it is due within two months after letters. The permissive notice to an unsecured creditor is 308.054, and its bar is 121 days from receipt, not four months; in an independent administration the operative bar is 403.055. 308.055 lets one co-representative give the notice for all, and 308.056 makes the representative and the sureties liable for damage caused by a failure to give the 308.051 or 308.053 notice.
Muniment of title moves a will without an administration, but gives no ongoing authority. A court may admit a will as a muniment of title where it is satisfied the estate does not owe an unpaid debt other than any debt secured by a lien on real estate, or finds for another reason that there is no necessity for administration (Estates Code 257.001; the conditions are joined by "or"). The order itself is sufficient legal authority for anyone holding estate property or owing the estate money to pay or transfer without administration (257.102), and the applicant files a compliance affidavit by the 180th day (257.103). Nobody is appointed and no letters issue, so if a debt surfaces or an institution refuses the order, someone must go back and open an administration; a later appointment is expressly not precluded (257.151).
The small estate affidavit is narrower than families expect. It is available only where the decedent died intestate, 30 days have elapsed since the death, no petition for a personal representative is pending or granted, and the value of the estate assets on the date of the affidavit, excluding homestead and exempt property, does not exceed $75,000 (Estates Code 205.001). Approval is discretionary: the judge "may approve" a conforming affidavit (205.003). It does not transfer real property except a homestead that is the only real property in the estate, and then only if the affidavit is recorded in the deed records of a county where the homestead is located (205.006(a); 205.008(b)). "Homestead" and "exempt property" mean only property that would be eligible to be set aside under Estates Code 353.051 (205.009). A family with a will cannot use this route at all.
The base filing fee is statutory and identical statewide. Local Government Code 135.102(a)(1) sets $223 on filing any probate case and 133.151(a)(1) sets $137, both in the amounts effective January 1, 2024 under S.B. 1612 of the 88th Legislature, so the base cost of opening a probate is $360 in every county, and a later adverse or contested probate action is $120 (135.102(a)(2) plus 133.151(a)(2)). The per-service clerk fees are also statutory (118.052). What genuinely differs county to county is service and posting fees set by the commissioners court within a statutory cap (118.131), newspaper publication charges, and ad litem deposits.
No state estate tax and no state inheritance tax. Texas does not impose a state inheritance tax or a state estate tax. The Texas inheritance tax was tied to a federal credit that Congress phased out; the Comptroller's Manual of Accounts records that it was "Not collected on dates of death on or after January 1, 2005" and was "Repealed by S.B. 752, 84th Leg., R.S.", and that act repealed Tax Code Chapter 211 in full effective September 1, 2015. No Texas tax clearance, consent to transfer, or waiver exists or is required for any transfer, because the chapter that housed those mechanisms is gone. Out-of-state transfer agents sometimes ask for one anyway; the correct answer is that Texas issues none. A large estate may still owe federal estate tax, which applies only above the federal exclusion of $15 million per individual for deaths in 2026 (Public Law 119-21, signed July 4, 2025).
Attorney e-filing is mandatory statewide; self-represented filers are not required to e-file. Supreme Court of Texas Misc. Docket No. 13-9164, signed December 9, 2013, which superseded and vacated the Court's earlier e-filing orders, requires e-filing by attorneys in all non-juvenile civil cases "including family and probate cases" at the district courts, statutory county courts, constitutional county courts, and statutory probate courts. Its phase-in ran by 2010 census population and finished on July 1, 2016, so every county has been covered for a decade. Paragraph 4 of the order and Texas Rule of Civil Procedure 21(f)(1) both provide that persons not represented by an attorney may e-file but are not required to. Whether a particular county clerk takes a paper or mail filing from an unrepresented party, and how, is a local question: some counties publish the carve-out expressly and some publish a mandatory-e-filing notice with no carve-out at all. Ask the county clerk.
The original will is the procedural trap. Wills are not required to be filed electronically (Texas Rule of Civil Procedure 21(f)(4)(A)), and rule 21(f)(12) requires that when a party electronically files an application to probate a document as an original will, the original will must be filed with the clerk within three business days after the application is filed. Rule 21(f)(13) requires the clerk to retain that original in a numbered file folder, and rule 21c(a) exempts wills from the sensitive-data redaction requirement. The practical sequence is to e-file the application with a scanned copy of the will attached and then deliver or mail the wet-ink original to the county clerk. Some courts will not let a hearing be set until the original is on file. On a venue transfer the clerk must send the original will by a qualified delivery method (Estates Code 33.105(a)(2)).
re:SearchTX is statewide but tiered, and it is not a free document search. re:SearchTX at research.txcourts.gov is run by the Office of Court Administration with Tyler Technologies. Registration is required and is free, but documents are charged at $1.00 for a document of 1 to 10 pages and 10 cents per page after that, with parties and attorneys of record not charged on their own cases (re:SearchTX FAQ, verified July 2026). Access is tiered: a general registered user reaches back to 11/1/2018 while judges, clerks, and licensed attorneys reach back to 1/1/2016. For decedents' estates the public tier is generous, covering the index and images for dependent and independent administration, foreign will, letters testamentary, muniment of title, and small estate proceedings, but the public gets no index and no documents for guardianship matters. Coverage genuinely differs between counties, because the date a court's data becomes available is set by its clerk. The site's own notice calls what it shows an unofficial copy and names the clerk of the court as the official custodian. Several large counties run deeper portals of their own, and a county's real-property records portal is not a probate case search.
There is no state-published probate procedure form set, and the Legislature asked for two of the missing forms eleven years ago. The Texas Judicial Branch forms page lists only will-drafting forms under Probate and Guardianship. Government Code 22.020(b)(1) directs the Supreme Court of Texas to promulgate, "as the court considers appropriate", forms for a small estate affidavit proceeding under Estates Code chapter 205 and for the probate of a will as a muniment of title under chapter 257. Neither has been promulgated since the directive was added in 2015. Individual county clerks and statutory probate courts publish their own forms, checklists, and local rules to fill the gap, and some of those local forms are mandatory in their own courts, so check the county before drafting.
Small-estate alternatives
Texas has three ways to settle an estate without a full administration, and they fit different facts. The small estate affidavit under Texas Estates Code chapter 205 is for intestate estates under a dollar ceiling. Muniment of title under chapter 257 is for estates with a will and essentially no unsecured debt. Non-probate transfers move some assets with no court involvement at all. None of the three appoints a personal representative or issues letters.
| Route | How it qualifies | How it works |
|---|---|---|
| Small estate affidavit (Estates Code chapter 205) | The decedent died intestate; 30 days have elapsed since the date of death; no petition for the appointment of a personal representative is pending or has been granted; the value of the estate assets on the date of the affidavit, excluding homestead and exempt property, does not exceed $75,000; the affidavit meets the 205.002 requirements and is filed with the clerk of the court that has jurisdiction and venue; the judge approves it; and the distributees comply with 205.004. The opening clause of 205.001 adds a net test: assets excluding homestead and exempt property must exceed known liabilities excluding liabilities secured by homestead and exempt property. The $75,000 figure has stood since September 1, 2017 | Two disinterested witnesses and every distributee with legal capacity swear to the affidavit, which lists all known assets and liabilities, marks which assets are claimed exempt, names each distributee, and sets out the family history establishing each distributee's right (205.002). Approval is discretionary: the judge "may approve the affidavit if the judge determines that the affidavit conforms to the requirements of this chapter" (205.003). The distributees then deliver a clerk-certified copy to each person who owes the estate money, holds its property, or acts as its registrar, fiduciary, or transfer agent (205.004), and those people are released as fully as if they had dealt with a personal representative (205.007). Real property moves only where the homestead is the only real property in the estate, and only if the affidavit is recorded in the deed records of a county where the homestead is located (205.006(a); 205.008(b)) |
| Muniment of title (Estates Code chapter 257) | There is a will; the court is satisfied that the estate does not owe an unpaid debt other than any debt secured by a lien on real estate, or finds for another reason that there is no necessity for administration (257.001, whose two conditions are joined by "or"); and four years have not elapsed since the death and before the application (257.054(2)). There is no dollar ceiling | The court admits the will and appoints nobody. The order "constitutes sufficient legal authority" for each person who owes money to the estate, holds its property, or acts as registrar or transfer agent to pay or transfer without administration, and a person entitled under the will may deal with the property as though title stood in their name (257.102). The applicant files a sworn compliance affidavit stating which terms of the will have and have not been fulfilled by the 180th day, unless the court waives or extends it (257.103). The order can also carry a declaratory judgment construing the will or naming the takers (257.101). Because no letters issue, the order gives no ongoing authority, and a later administration is not precluded (257.151) |
| Transfers outside probate | The asset is titled or designated so that it passes at death without court involvement: a right of survivorship, a payable-on-death or beneficiary designation, a trust, or Texas real property covered by a transfer on death deed recorded before the owner's death under Estates Code chapter 114 | The institution or the county's real property records do the work. Nothing is filed with the probate court, nothing counts toward the chapter 205 ceiling, and no letters are needed. This is why the first step in any Texas estate is to establish how each asset is titled: it often shrinks the court file to nothing, or shrinks it enough to reach one of the routes above |
The mistake to avoid is treating the small estate affidavit as a general small-estate shortcut. It is closed to any estate with a will, it is closed to real property other than a qualifying homestead, and its $75,000 ceiling is measured on assets excluding homestead and exempt property under Estates Code 205.001(3), where "homestead" and "exempt property" mean only what would be eligible to be set aside under 353.051 (205.009). A family with a will and a modest estate usually wants muniment of title. An estate that fits neither, or that needs someone with continuing authority to sell property, collect debts, or deal with creditors, proceeds by independent administration under chapters 401 to 405, or by dependent administration where the court's supervision is required.
Recent updates
| Date | Change | Source |
|---|---|---|
| January 1, 2024 | S.B. 1612 of the 88th Legislature set the two consolidated filing fees at their current amounts, so opening a probate case costs $360 in every county: $223 under Local Government Code 135.102(a)(1) plus $137 under Local Government Code 133.151(a)(1). A later adverse or contested probate action costs $120 ($75 plus $45). Both statutes' amendment histories end at Acts 2023, 88th Leg., R.S., Ch. 256 (S.B. 1612). | Local Government Code 135.102 and 133.151, statutes.capitol.texas.gov |
| September 1, 2025 | The inventory deadline was recast. Estates Code 309.051(a), as amended by H.B. 3421 and S.B. 1448 of the 89th Legislature, now requires the inventory and appraisement to be filed with the court clerk "before the 91st day after the date the personal representative qualifies" unless the court grants a longer period. The list of claims due to the estate is now a separate attachment under 309.052. The affidavit in lieu of inventory (309.056) still refers to the 90-day period, so both phrasings appear in the code. | Estates Code 309.051 and 309.056, statutes.capitol.texas.gov |
| September 1, 2025 | Estates Code 405.001, the provision letting an interested person petition for an accounting and distribution after two years of independent administration, was amended by S.B. 1335 of the 89th Legislature. | Estates Code 405.001, statutes.capitol.texas.gov |
| September 17, 2025 | H.B. 16 of the 89th Legislature, 2nd Called Session, created Probate Court No. 2 of Hidalgo County and redesignated the Probate Court of Hidalgo County as Probate Court No. 1, taking Texas to 25 statutory probate courts in 12 counties. The Office of Court Administration's Court Structure of Texas chart of December 2025 records the new totals; the previous chart of September 2024 showed 24 courts in the same 12 counties. The roster has moved repeatedly since 2021 and can move again in any session. | Government Code 25.1101; Office of Court Administration, Court Structure of Texas, December 2025 |
| July 1, 2026 | The Texas Rules of Civil Procedure were last amended, and the rules governing probate filing are unchanged in substance: attorneys must e-file where e-filing is mandated and unrepresented parties may e-file but are not required to (21(f)(1)); wills are not required to be filed electronically (21(f)(4)(A)); and an original will must be filed with the clerk within three business days after the application to probate it is filed (21(f)(12)). | Texas Rules of Civil Procedure as amended July 1, 2026, txcourts.gov |
| Deaths in 2026 | The federal estate tax exclusion is $15 million per individual for deaths in 2026 under Public Law 119-21, signed July 4, 2025, and indexed annually thereafter. Texas levies neither an estate tax nor an inheritance tax of its own, so for Texas families the federal figure is the only death-tax threshold that matters. | Public Law 119-21; irs.gov |
Page last reviewed: July 2026.
Scenarios
| Situation | Likely path in Texas | Where Sunset helps |
|---|---|---|
| Surviving spouse, co-owned home | A home held with a right of survivorship, or covered by a transfer on death deed recorded before death (Texas Estates Code chapter 114), passes to the survivor outside probate, and so do payable-on-death and beneficiary-designated accounts. Community property and separate property are identified in the inventory, which states whether the decedent was married and which property is which (309.051(a)(2)). If there is a will authorizing it, the spouse usually qualifies as independent executor and the estate runs almost entirely outside court supervision (401.001(a); 402.001). If the will exists but authorizes nothing, all the distributees can still agree to an independent administration (401.002). If the estate owes no unpaid debt other than the mortgage, muniment of title can move the will's gifts with no administration at all (257.001). Texas taxes none of it: no state estate tax and no state inheritance tax. | Asset discovery to establish what is survivorship property, what is community and what is separate, and whether anything is left that needs a court file. Packet generation for the application and the inventory or the affidavit in lieu of it. Guidance on the homestead and the transfer on death deed. |
| Out-of-state adult child, small estate | If the parent lived in Texas, the case belongs in the county where the parent resided (Estates Code 33.001(a)(1)), whatever state the child lives in. With no will and estate assets that, excluding homestead and exempt property, do not exceed $75,000, a small estate affidavit filed 30 days after the death may finish the job without an administration (205.001), though it moves real property only where the homestead is the only real property in the estate and the affidavit is recorded in the deed records (205.006(a)). With a will and no unsecured debt, muniment of title is usually the shorter road (257.001). Travel is often avoidable but not always: attorneys must e-file, unrepresented filers may e-file but are not required to (Texas Rule of Civil Procedure 21(f)(1)), and an original will still has to reach the county clerk within three business days of the application (21(f)(12)). | Asset discovery to confirm whether the estate is under the $75,000 chapter 205 ceiling and to surface accounts the family did not know about. Packet generation for the affidavit or the muniment application. Coordination with the county clerk's filing rules and, where the county requires counsel or the facts get complicated, a local attorney. |
| Parent settling a predeceased child's estate, home must be sold | A sale needs someone with continuing authority, so the shortcuts do not fit: a muniment order appoints nobody (Estates Code 257.102) and a small estate affidavit does not reach non-homestead real property (205.008(b)). The parent opens an administration. If the child left a will authorizing it, or all the distributees agree, it is an independent administration (401.001(a); 401.002), and after the appointment and the inventory the executor can sell without returning to court (402.001; 402.002). With no will, the parent must first establish the heirs in a chapter 202 heirship proceeding before an independent administrator can be appointed (401.003(b)), and a dependent administration is the alternative. Either way the deadlines follow: publication within one month (308.051), secured creditor notice within two months (308.053), and the inventory before the 91st day (309.051(a)). | Asset discovery for the child's accounts, policies, Texas real property, and unclaimed property. Packet generation for the application, the heirship pleadings where there is no will, and the inventory, with the notice and filing deadlines tracked. Referral to a vetted Texas probate attorney for the heirship proceeding, the sale, or any contest. |
Self-help resources
| Resource | What it offers |
|---|---|
| The county clerk's own website | Hours, directions, the mailing address, local probate forms and checklists, the county's fee schedule, e-filing instructions, and where to deliver an original will. This is the authoritative page for filing and records in the county where the decedent lived, and in the twelve counties with a statutory probate court the court publishes its own site alongside the clerk's |
| Texas State Law Library, probate research guide (guides.sll.texas.gov/probate) | The strongest government self-help source in Texas, published by a state agency created under Government Code Chapter 91. Its pages cover general information, before probate, probating a will, will contests, dying without a will, estate executors, formal administration, informal methods including muniment of title and the small estate affidavit, non-probate property, family protections, property deeds, and legal forms. The library states plainly that it cannot tell you what the law means for your situation. Tom C. Clark Building, 205 West 14th Street, Austin 78701, (844) 829-2843 toll free in Texas or (512) 463-1722 |
| Texas State Law Library, law libraries in Texas (guides.sll.texas.gov/law-libraries/texas) | A regional directory of law libraries with addresses and phone numbers. The library notes that it is curated rather than exhaustive, that most listings are county law libraries open to the public while academic law libraries may restrict public use, and that you should contact each library directly |
| Texas Estates Code (statutes.capitol.texas.gov/?link=ES) | The statutes themselves, which is where the answers on this page come from: chapters 31 to 33 on jurisdiction and venue, 202 and 203 on heirship, 205 on the small estate affidavit, 256 and 257 on probating a will and muniment of title, 306 to 309 on letters, notices, and the inventory, and 401 to 405 on independent administration |
| eFileTexas.gov (efiletexas.gov) | Registration for the statewide electronic filing system, the list of certified electronic filing service providers, and the filing help pages. Attorneys must e-file probate documents; persons not represented by an attorney may e-file but are not required to |
| re:SearchTX (research.txcourts.gov) | The statewide court records program run by the Office of Court Administration with Tyler Technologies. Registration is required and is free; documents cost $1.00 for a document of 1 to 10 pages and 10 cents per page after that, with no charge to parties and attorneys of record on their own cases. What it shows is an unofficial copy, and the clerk of the court is the official custodian. Coverage differs from county to county |
| Texas Judicial Branch forms (txcourts.gov/rules-forms/forms/) | The state's own forms inventory, which is worth reading precisely because of what is not there: the Probate and Guardianship category holds only will-drafting forms. The Statement of Inability to Afford Payment of Court Costs, the fee waiver required by Texas Rule of Civil Procedure 145, is published bilingually under Civil |
| State Bar of Texas Lawyer Referral and Information Service (texasbar.com/lris/) | Referrals to a Texas attorney at (800) 252-9690, Monday through Friday 8:30 a.m. to 4:30 p.m. Central, Spanish spoken, with the initial consultation capped at $20 for 30 minutes (State Bar of Texas, verified July 2026). The service is certified under Occupations Code Chapter 952, certificate number 9301, and where it does not cover a county it refers the caller to another certified service. The Texas Judicial Branch notes that it is not a pro bono or reduced-fee program |
| Legal aid, by region | Three programs divide all 254 counties. Lone Star Legal Aid (lonestarlegal.org, intake (800) 733-8394) serves 72 counties in East, Southeast, and Northeast Texas including Houston, Beaumont, and Texarkana. Legal Aid of NorthWest Texas (lanwt.org, Legal Aid Line 1-888-529-5277) serves 114 counties across North and West Texas including Dallas and Fort Worth. Texas RioGrande Legal Aid (trla.org, intake (956) 996-8752) serves 68 counties in central and southwest Texas including Austin, San Antonio, and El Paso. Each program's county count is its own published figure. None of the three lists decedents' estates as a headline practice area, so ask about case types before relying on one |
| Texas Judicial Branch legal aid page (txcourts.gov/programs-services/legal-aid/) and TexasCourtHelp.gov | The state's own roster of the three legal aid programs and the lawyer referral service, plus general information and videos about making your way through the court system |
| TexasLawHelp.org | A self-help site run by the Texas Legal Services Center, a non-profit rather than a court or a state agency, with a wills, estate planning, and probate hub, a small estate affidavit toolkit and form, articles on probate court basics and representing yourself, a transfer on death deed toolkit, and a legal aid directory. Two cautions: its probate materials are not forms approved by the Supreme Court of Texas, and no muniment of title toolkit was found. The site was index-verified only in July 2026 because it sits behind a bot wall, so confirm the current content in a browser |
When to hire an attorney
A Texas attorney is advisable in more situations than families expect, for a structural reason: Texas publishes no state probate procedure forms, so the application, the proof of death and other facts, the order, the oath, and the inventory are drafted rather than filled in. Counsel is close to necessary when the estate is or may become contested, because the matter then moves under Estates Code 32.003, 32.004, or 32.005 depending on the county's court; when there is no will, because an intestate independent administration requires a chapter 202 heirship judgment first and usually an attorney ad litem for unknown heirs (401.003(b)); when the estate is insolvent, when claims are disputed, or when a secured creditor's election under 403.052 is in play; when real property or a business interest must be valued or sold; when the will surfaces near or after the fourth anniversary of the death and the applicant must prove that they were not in default (256.003(a)); and when the estate is large enough to need a federal estate tax return. Several Texas courts also publish policies restricting who may appear without a lawyer in probate matters, so check the county's court before assuming you can file alone. For a straightforward muniment of title (chapter 257) or a qualifying small estate affidavit (chapter 205), and where everything passes by survivorship, beneficiary designation, or a recorded transfer on death deed, many Texas families finish without counsel. Sunset can connect families to a vetted Texas probate attorney when the situation requires counsel.
How Sunset helps in Texas
Find the accounts and assets. During estate settlement, Sunset searches more than 2,300 financial institutions and Texas public records to surface bank and credit union accounts, retirement plans, brokerage holdings, life insurance, Texas real estate, mineral interests, vehicles, business interests, and unclaimed property, and flags how each asset is titled so the family can tell what passes outside probate, what is community and what is separate, whether the estate fits the $75,000 small estate affidavit ceiling measured excluding homestead and exempt property (Texas Estates Code 205.001), and whether it comes anywhere near the federal estate tax exclusion of $15 million per individual for deaths in 2026.
Generate the probate packet. Texas publishes no state probate procedure form set, so Sunset assembles the estate settlement documents for the path that fits, whether the application for independent administration, the muniment of title application, or the small estate affidavit, drafted to the Estates Code contents and ready to file with the county clerk in the county where the decedent lived (33.001(a)(1)), and tracks what follows: the original will to the clerk within three business days (Texas Rule of Civil Procedure 21(f)(12)), publication within one month (308.051), secured creditor notice within two months (308.053), the beneficiary notice by the 60th day (308.002), and the inventory or the affidavit in lieu of it before the 91st day (309.051(a); 309.056).
Find a local probate attorney. When the situation calls for counsel, such as a contested matter headed for assignment or transfer under Estates Code 32.003, an intestate estate that needs a chapter 202 heirship judgment before an independent administrator can be appointed, an insolvent estate, or a real property sale, Sunset connects families to a vetted Texas probate attorney serving the relevant county.
Sunset is free for families. Revenue comes from bank partners that pay Sunset while estate funds sit in an FDIC-insured estate account ($3M coverage).
Frequently asked questions
Which court handles probate in Texas?
It depends on the county, and Texas is unusual in this. Under the Texas Estates Code 32.002, twelve counties have a statutory probate court that takes original jurisdiction (32.002(c)); counties with a county court at law exercising original probate jurisdiction give that court and the constitutional county court concurrent original jurisdiction (32.002(b)); and every other county sends probate to the county court, presided over by the elected County Judge, who need not be a lawyer (32.002(a)). Twenty-five statutory probate courts sit in twelve counties: Bexar, Cameron, Collin, Dallas, Denton, El Paso, Galveston, Harris, Hidalgo, Montgomery, Tarrant, and Travis, per the Office of Court Administration's Court Structure of Texas chart of December 2025. Check the county's own page on this site before you file anything.
Where do I file probate in Texas?
In the county where the decedent lived, if the decedent had a domicile or fixed place of residence in Texas (Estates Code 33.001(a)(1)). For a decedent with no Texas domicile or fixed residence, venue depends on where the death happened and where the estate or the nearest of kin are (33.001(a)(2)). Filings go to the county clerk, in every county and for every kind of court, because the county clerk is the constitutional clerk of the county court and Government Code 25.0030(b) makes the county clerk the clerk of each statutory probate court as well. Do not take an estate to the district clerk. If applications are filed in two courts with concurrent venue, the first commenced proceeding retains jurisdiction to the exclusion of the others (33.052).
How much does it cost to open probate in Texas?
$360, and it is the same in every county because the base fee is fixed by statute rather than locally. It is $223 under Local Government Code 135.102(a)(1) plus $137 under Local Government Code 133.151(a)(1), in the amounts effective January 1, 2024 under S.B. 1612 of the 88th Legislature. A later adverse or contested probate action is $120 ($75 plus $45 under the same two statutes). On top of the base fee the county clerk collects statutory per-service fees, such as $8.00 to issue a citation (Local Government Code 118.052(3)(A)) and $2.00 for each set of letters (118.052(3)(D)), and the sheriff or constable charges a posting or service fee that the commissioners court sets within a statutory cap (118.131). Those add-ons, plus newspaper publication and any attorney ad litem deposit, are what make one county's total different from another's. If you cannot pay, file a Statement of Inability to Afford Payment of Court Costs (Texas Rule of Civil Procedure 145).
What is independent administration, and how do I get it?
It is the Texas hallmark and the reason probate here is comparatively quick and cheap. Once the court has entered the order appointing the independent executor and the inventory, appraisement, and list of claims has been filed and approved, or an affidavit in lieu of it has been filed, "further action of any nature may not be had in the probate court except where this title specifically and explicitly provides for some action in the court" (Estates Code 402.001), and the executor may take without a court order any action a supervised representative could take with or without one (402.002). There are three ways in: the will provides for it (401.001(a)); or, where the will names an executor but does not provide for it, all of the distributees agree and designate the executor in the application or in separate consents (401.002); or, where there is no will, all of the distributees agree, but only after they have been determined to be all of the heirs in a chapter 202 heirship proceeding (401.003).
What is muniment of title, and when does it work?
It is a Texas route that admits a will to probate with no administration at all. A court may use it where it is satisfied that the estate does not owe an unpaid debt other than any debt secured by a lien on real estate, or finds for another reason that there is no necessity for administration (Estates Code 257.001; the two conditions are joined by "or"). The applicant must also prove that four years have not elapsed since the death and before the application (257.054(2)). Nobody is appointed and no letters issue: the order itself is sufficient legal authority for anyone who owes the estate money, holds its property, or acts as registrar or transfer agent to pay or transfer without administration (257.102). The applicant files a compliance affidavit by the 180th day (257.103). The limitation to plan around is that the order gives no ongoing authority, so if a debt surfaces or an institution refuses to accept the order, someone must go back and open an administration; a later appointment is expressly not precluded (257.151).
What is the small estate limit in Texas?
$75,000, measured on the value of the estate assets on the date of the affidavit and excluding homestead and exempt property (Estates Code 205.001(3), at the figure set effective September 1, 2017). Three conditions catch people out. The route is intestate only: the statute opens "The distributees of the estate of a decedent who dies intestate", so a will rules it out. The only waiting period is 30 days from the date of death (205.001(1)); there is no separate wait after filing. And approval is discretionary: the judge "may approve the affidavit if the judge determines that the affidavit conforms to the requirements of this chapter" (205.003). "Homestead" and "exempt property" mean only property that would be eligible to be set aside under Estates Code 353.051 (205.009).
Can a small estate affidavit transfer a house in Texas?
Only a homestead, and only where the homestead is the only real property in the estate. Estates Code 205.006(a) provides that if a decedent's homestead is the only real property in the estate, title may be transferred under a conforming affidavit, and that the affidavit "must be recorded in the deed records of a county in which the homestead is located". Recording matters: a bona fide purchaser for value without notice of an undisclosed heir takes free of that heir's interest but remains subject to creditor claims (205.006(b)). Outside that one case, chapter 205 does not transfer title to real property at all (205.008(b)). For other real property the family needs a muniment of title, an administration, or a heirship determination.
How long do I have to probate a will in Texas?
Four years from the date of death, with a narrow escape hatch. A will may not be admitted to probate after the fourth anniversary of the testator's death unless it is shown by proof that the applicant was not in default in failing to present the will for probate on or before that anniversary (Estates Code 256.003(a)). Even where a late will is admitted, letters testamentary may not issue unless the application was filed on or before the fourth anniversary (256.003(b)), so a late applicant usually gets the will admitted but not the authority to act. A person who buys from the heirs in good faith and for value after the fourth anniversary, without knowledge of the will, keeps good title (256.003(c)). Do not rely on the exception: file within four years.
When is the Texas inventory due?
Before the 91st day after the personal representative qualifies, unless the court grants a longer period (Estates Code 309.051(a), as recast effective September 1, 2025). That is roughly the familiar 90 days, but the statute now counts to the 91st day, so use the statutory wording. The inventory is a verified, full, and detailed instrument covering all Texas real property and all personal property wherever located, stating whether the decedent was married and which property is separate and which community, with the representative's appraisement of fair market value at the date of death. An independent executor with no unpaid debts other than secured debts, taxes, and administration expenses may file an affidavit in lieu of inventory instead, which keeps the asset list out of the public record (309.056). Late filing can draw a fine of up to $1,000 (309.057(c)).
How long do creditors have to file a claim in Texas?
It depends on which notice they got, and the numbers are widely misquoted. Within one month after receiving letters, the representative must publish notice to creditors in a newspaper of general circulation in the county where the letters issued, or post it where the county has no such newspaper (Estates Code 308.051). Within two months after receiving letters, the representative must give notice to each known creditor holding a claim secured by estate property (308.053). Separately, the representative may choose to notify an unsecured creditor, and that notice must state that the claim must be presented before the 121st day after receipt or it is barred (308.054(b)(1)); in an independent administration the operative bar is 403.055, which says the same. Write it as 121 days, not four months. A secured creditor wanting matured secured treatment must elect within six months after letters are granted or four months after receiving the 308.053 notice, whichever is later, and must record notice of the election in the deed records if the claim is secured by real property (403.052).
Does Texas have an estate tax or an inheritance tax?
No, for current deaths. Texas does not impose a state inheritance tax or a state estate tax. The Texas inheritance tax was tied to a federal credit that Congress phased out; the Comptroller's Manual of Accounts records that it was "Not collected on dates of death on or after January 1, 2005" and was "Repealed by S.B. 752, 84th Leg., R.S.", and that act repealed Tax Code Chapter 211 outright effective September 1, 2015. No Texas tax clearance, consent to transfer, or waiver exists or is required to move an asset, and if an out-of-state transfer agent asks for one, the correct answer is that Texas issues none. A large estate may still owe federal estate tax, which applies only above the federal exclusion of $15 million per individual for deaths in 2026 (Public Law 119-21, signed July 4, 2025).
Can I e-file probate in Texas, and do I have to?
Attorneys must; you may. Supreme Court of Texas Misc. Docket No. 13-9164, signed December 9, 2013, which superseded and vacated the Court's earlier e-filing orders, requires e-filing by attorneys in all non-juvenile civil cases "including family and probate cases" at the district courts, statutory county courts, constitutional county courts, and statutory probate courts. Its phase-in ran by 2010 census population and finished on July 1, 2016, so the mandate reaches all 254 counties. Paragraph 4 of the order and Texas Rule of Civil Procedure 21(f)(1) both provide that persons not represented by an attorney may e-file but are not required to. The system is eFileTexas.gov, contracted by the Office of Court Administration and run by Tyler Technologies. Whether a particular county clerk accepts a paper or mail filing from an unrepresented party, and how, is local: ask the clerk.
What do I do with the original will if I e-file?
Get it to the county clerk within three business days. Wills are not required to be filed electronically (Texas Rule of Civil Procedure 21(f)(4)(A)), and rule 21(f)(12) provides that when a party electronically files an application to probate a document as an original will, the original will must be filed with the clerk within three business days after the application is filed. Rule 21(f)(13) requires the clerk to retain the original will in a numbered file folder. The practical sequence is to e-file the application with a scanned copy of the will attached, then deliver or mail the wet-ink original to the county clerk. Some courts will not set a hearing until the original is on file, so do not leave it. Ask the clerk where it wants the original sent, because that is a local instruction.
How do I look up a Texas probate case?
Start with re:SearchTX at research.txcourts.gov, the statewide court records program run by the Office of Court Administration with Tyler Technologies, but know its limits. Registration is required and is free, while documents cost $1.00 for a document of 1 to 10 pages and 10 cents per page after that, with no charge to parties and attorneys of record on their own cases. A general registered user reaches back to 11/1/2018 while judges, clerks, and licensed attorneys reach back to 1/1/2016. For decedents' estates the public tier is generous, covering the index and images for dependent and independent administration, foreign will, letters testamentary, muniment of title, and small estate proceedings, but the public gets no index and no documents for guardianship matters. Coverage differs from county to county because the date a court's data becomes available is set by its clerk, and what the site shows is an unofficial copy, with the clerk of the court as the official custodian. Several large counties run deeper portals of their own, and many small counties publish nothing, in which case records are requested from the county clerk. A county's real property records portal indexes deeds, not estates.
Where do I get Texas probate forms?
There is no state-published probate procedure form set, which surprises people coming from states that have one. The Texas Judicial Branch forms page lists only will-drafting forms under Probate and Guardianship, which are estate-planning documents signed before death and never filed in a probate case. Government Code 22.020(b)(1) has directed the Supreme Court of Texas since 2015 to promulgate, "as the court considers appropriate", forms for a small estate affidavit proceeding under Estates Code chapter 205 and for the probate of a will as a muniment of title under chapter 257, and neither has been promulgated. In practice the application, the proof of death and other facts, the order, the oath, and the inventory are drafted, and individual county clerks and statutory probate courts publish their own local forms and checklists, some of which are mandatory in their own courts. Check the county page on this site and the clerk's own site. The one genuinely statewide procedural form is the fee waiver, the Statement of Inability to Afford Payment of Court Costs required by Texas Rule of Civil Procedure 145.
What happens if the family fights about the will?
The case moves, and where it moves depends on the county's court. In one of the twelve counties with a statutory probate court, nothing moves: that court has exclusive jurisdiction of all probate proceedings, regardless of whether contested or uncontested (Estates Code 32.005(a)). In a county with a county court at law exercising original probate jurisdiction, the County Judge may on the judge's own motion, or shall on the motion of any party, transfer the contested matter, and may transfer the entire proceeding, to the county court at law (32.004). In a county with neither, the County Judge may on the judge's own motion, or shall on a party's motion, request the assignment of a statutory probate court judge under Government Code 25.0022 or transfer the contested matter to the district court (32.003(a)). A motion for assignment filed before a transfer wins: the county judge shall grant it and may not transfer the matter unless the party withdraws the motion (32.003(b)). The county court keeps managing the rest of the estate meanwhile (32.003(g)), and the matter returns when it is resolved.
Do I have to close a Texas independent administration?
No, and that surprises people. Estates Code 405.012 says it plainly: "An independent executor is not required to close the independent administration of an estate under Section 405.003 or Sections 405.004 through 405.007." Many Texas estates simply finish distributing and stop. Where the executor does want a formal ending, there are three routes: a judicial discharge by declaratory judgment action, with personal service on each distributee and a prior distribution holding back only a reasonable reserve (405.003); a closing report verified by affidavit with receipts or other proof of delivery (405.005); or a notice of closing estate verified by affidavit, a copy of which goes to every distributee first (405.006). Either filing closes the administration 30 days later unless an interested person objects (405.007(a)), terminates the executor's power and cancels the letters, and serves as sufficient legal authority for institutions to pay or transfer to the distributees (405.007(b) and (e)). One real difference: filing a closing report releases the bond sureties for future acts, while filing a notice of closing estate does not (405.007(d)).
Shaped by the families we've helped
Thank you to the thousands of families who have trusted Sunset to help settle their loved ones' estates. This page is shaped by the questions they actually asked and the obstacles they actually hit — and that hard-won experience is what keeps it accurate, current, and genuinely useful to the families who come next.