Formal Probate Administration in Sugar Land

When someone dies, their estate—meaning their property and debts—usually must go through probate. Although there are simplified procedures for smaller estates with no complicated issues to resolve, most estates go through the formal probate administration process.

However, formal probate administration in Sugar Land can be time-consuming and stressful for the deceased’s loved ones and the person managing the estate. The skilled probate attorneys at Romano & Sumner can support you throughout the probate proceedings.

Understanding What Happens During Probate

Probate is a court-supervised process in which a judge appoints someone to manage and eventually close a deceased person’s estate. If the deceased person, or decedent, made a will, the personal representative is usually the person they named as their executor.

Probate must achieve a final disposition of all the decedent’s assets and liabilities. During formal probate administration:

  • A will is validated or contested
  • Heirs are identified and located
  • All assets are located, and debts owed to the decedent are collected
  • The personal representative pursues or continues any legal claims the decedent had
  • The decedent’s creditors must be notified, and their debts must be paid
  • If necessary, the personal representative sells property to raise funds to pay the decedent’s debts
  • The personal representative must file the decedent’s final tax return and a return for the estate

When there is property remaining after the debts and taxes are paid, the personal representative distributes it to the decedent’s heirs.

Numerous issues can arise during probate, and legal advice is often necessary. The attorneys at Romano & Sumner are here to guide personal representatives in Sugar Land through formal probate administration. We can also represent heirs who may be considering contesting a will or other measures.

When Is Formal Administration Necessary?

Formal probate administration is required when the value of a decedent’s probate property exceeds $75,000. Much of a decedent’s property can pass to beneficiaries and co-owners outside of probate. Some property passes directly at a decedent’s death, is not subject to probate, and does not count toward the estate’s value, such as:

  • Community property with right of survivorship
  • Property held in joint tenancy with right of survivorship
  • Anything held in a living trust
  • Bank accounts designated payable on death or transferable on death
  • Accounts with named beneficiaries, such as IRAs and 401(k)s
  • Property with a deed designating it as transferable upon death

Texas Estate Code §353.051 designates exempt property that also does not count toward the estate’s value, including the family homestead, a portion of the decedent’s personal property, a vehicle, and a cash allowance to the family.

Segregating the exempt property and establishing the value of the probate estate can be challenging. It is wise to work with a Sugar Land attorney to avoid mistakes in identifying which property is subject to formal probate administration.

Independent vs. Dependent Administration

There are two levels of court supervision applicable to formal probate administration. When the personal representative is empowered to make most decisions without seeking court approval, the process is called independent probate administration. When the court takes a more active role, the process is called dependent or regular probate administration.

Independent administration is more common and advantageous, as it is usually faster and less expensive. Dependent administration may be more appropriate when there are disputes between heirs or the estate is complex for other reasons. A Sugar Land lawyer experienced with formal probate administration can assist in both the independent and dependent scenarios.

Call a Sugar Land Attorney for Advice on Formal Probate Administration

When coping with a loved one’s death, it can be difficult to address certain matters on your own, such as formal probate administration in Sugar Land. Schedule a free consultation today with the team at Romano & Sumner to discuss how we can help you through this process.

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    Romano & Sumner, PLLC

    Romano & Sumner, PLLC
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