Houston Probate, Estate Planning and Guardianship Attorney

Houston Probate, Estate Planning and Guardianship Attorney

Houston Probate, Estate Planning and Guardianship Attorney

Houston Probate, Estate Planning and Guardianship Attorney

Houston Probate, Estate Planning and Guardianship Attorney

Houston Probate, Estate Planning and Guardianship Attorney

Houston Probate, Estate Planning and Guardianship Attorney

Houston Probate, Estate Planning and Guardianship Attorney

Bacarisse Law PLLC serves clients in both the Houston and Waco area in probate, estate planning, guardianship, elder law and related business matters.

Our attorneys are trusted legal advisors for individuals, families and fiduciaries in estate planning, probate, guardianship and elder law.

We provide sophisticated estate planning guidance to help clients protect their assets and pass assets to beneficiaries in a tax efficient manner.

We prepare last wills and testaments and other estate planning documents for individuals who have estates subject to federal estate tax, as well as those with more modest assets. We bring a wealth of personal and professional experience to represent clients in probate and estate matters with empathy and a caring approach, offering creative solutions while charging affordable legal fees.

The firm will assist clients to establish a guardianship for those who have adult children with special needs or who have aging parents or a family member who has become incapacitated. The firm prepares powers of attorney and also consults with clients on various elder law issues, including Medicaid qualification. The firm will represent you in probate matters, including all matters of estate administration.

Jana Fay Bacarisse focuses her law practice in the Houston area. Margaret A. Wilson handles cases primarily in the Waco area.

The attorneys at Bacarisse Law PLLC are problem solvers and will work with you through estate administration, probate, estate planning, guardianship and a variety of elder law issues in an efficieint manner with attention to detail.

If you wish to make an appointment, please call our office at 713-623-1029 or send an email to Sally Brollier at sb@bacarisselaw.com or Jana Fay Bacarisse at jf@bacarisselaw.com.

Our Attorneys

Jana Fay Bacarisse

Jana Fay Bacarisse

Attorney

Margaret A. Wilson

Margaret A. Wilson

Attorney

Jessica O. Ireton

Jessica O. Ireton

Attorney

Nursing home and hospital visits available

If you are a Senior Citizen or too ill to come to the office, please let us know if you need a hospital or nursing home visit and we will try to accommodate your needs. There will be an additional charge for nursing home and hospital visits, depending on the circumstances.

What are the firm’s fees?

The firm offers a complimentary initial consultation. Once retained, the firm charges a flat rate for estate planning. Probate and guardianship matters are usually charged on an hourly basis.

Each client is treated individually and a payment arrangement will be prepared with terms that work for you. The firm will consider alternative payment arrangements based on the individual client and their needs. Flat rate fees are available for many clients, depending on the circumstances. Every client signs a fee agreement, so the terms are known when representation begins.

Frequently Asked Questions – FAQ

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What is a Probate?
Probate is the legal process that takes place after someone dies. If the decedent has a legal will in place, the probate court will verify the document and ensure the decedent’s wishes are followed. Without a last will and testament, the State of Texas controls the distribution of assets by the law in intestacy. Using the services of an experienced probate attorney can help your family move smoothly through probate in the weeks and months after the death of your loved one. It is important to work with a probate lawyer who is experienced in Texas estate law.
Do I Have to Use an Attorney to Probate a Will in Texas?
Many heirs wonder if they will need an attorney to probate a will in Texas. The process is often new and unknown to first-time heirs. Under the Texas probate state law, an attorney is not required to probate a will. However, it is important to note that a probate proceeding is a very detailed process that requires extensive knowledge of the law. For this reason, many people choose to obtain the services of an experienced Texas attorney.
I Have a Will. What Do I Do with It?

If your loved one has left a will, Bacarisse Law can help you validate the will and honor their wishes. Probate is a very straightforward process, but the amount of work depends heavily on the circumstances surrounding your loved one’s estate.

What Is the Difference Between a Dependent and Independent Administration?

During probate administration, either the court handles all the affairs (dependent administration) or assigns them to an estate administrator (independent administration).

There are arguments for each style:

  • Dependent administration: The court approves every sale and distribution of property and assets, as well as the payment of estate liabilities. Every step of the process is micro-managed.
  • Independent administration: The court assigns an administrator to oversee the daily affairs of a decedent’s estate. This individual has the power to make all estate-related decisions and reports back to the court.

In both a dependent and independent administration, there are certain arguments, testimony, evidence, and applications that must be produced and completed in a precise manner. This vital information allows the court to make the right decisions for the decedent’s estate.

Is There a Time Limit to Probate a Will?
Texas probate law is very specific about the statute of limitations that stipulate the time limits for probating a will. There may be alternatives for wills that have expired. The statute of limitations for a will is 4 years.

Even though the statute of limitations may have expired, individuals can still request to have a Determination of Heirship or have the will admitted as Muniment of Title which allows the Texas probate court to evaluate which successors should receive distributions, and how much.

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How Do You Probate a Lost Will?

It is important that the decedent’s last will and testament be provided to the court for review. However, when there is no will to submit to a Texas probate court, there is a presumption that the will was revoked by the decedent; under Texas probate standards, this is considered to be a rebuttable presumption.

Under Section 85 of the Texas Probate Code, a lost will can be admitted if the interested party can:

  • Verify the contents of the will (to meet the requirements of verifying the contents of the will, witnesses can prove its existence if they had heard, read, or can identify a copy of the will)
  • Satisfy the court as to why the will cannot be produced and prove that a will is in existence and in force
    Keeping a Will Safe

There are some steps that you can take to keep a final will and testament stored and safe to avoid losing the document. First, consider storing the will in a safe location, like a bank vault. Safety deposit boxes are good locations away from the home that provide security to a will.

A second option is to store the document in your home, filed away or in a protected home location. Fireproof boxes and gun vaults are two possible locations. Finally, your attorney can keep the document. An attorney is obligated to keep your information private and is a great choice for keeping a will safe and secure.

How Do I Get a Will Probated in Texas?
In the days and weeks following the death of a loved one, there are many emotions we often experience, chief among them being grief, sadness. Unfortunately, during this time, many people will also experience frustration and confusion when it comes to clearing up issues of the loved one’s estate.
What Are the Different Ways to Probate a Will in Texas?

Before outlining the steps of how to probate a will in Texas, it’s important to understand the distinction between the different types of probate. There are several.

  • Independent administration: This process is the usual route when a decedent had a valid will which named an executor for the estate. With an independent administration, the executor has more freedom to carry out their duties without strict oversight by a probate court. With this type of probate, another key distinction is that the executor is not required to post a bond or insurance policy for the estate.
  • Dependent administration: When someone has died without a will, Texas probate law typically requires that the estate fall under a stricter oversight by the court, known as dependent administration. The administrator is required to post a surety bond, seek court approval for every step in the process of distributing an estate, and file detailed reports every year with a Texas probate court regarding the estate.
  • Muniment of Title: Another process by which you can probate a will in Texas is the relatively inexpensive and simple process known as Muniment of Title. This process can be utilized when a valid will exists, the estate has no debts except secured real estate, and Medicaid has no claims against the estate to recover benefits the decedent may have received. With Muniment of Title, the court must determine that there’s no need for a probate administration and admit the will into probate as a muniment (or evidence) of title to the assets of the estate. No executor is appointed, but the person who request the Muniment of Title must file a sworn statement with the court within six months verifying that the terms of the will have been carried out.
  • Small Estate Affidavit: When a decedent had no will and the value of his or her estate is $50,000 or less, the beneficiaries of the estate can file a Small Estate Affidavit (sworn statement) to collect the property without going through the probate process.
How to Probate an Estate in Texas Without a Will.
If you die without a will, the Texas probate court will choose an estate administrator for you. According to Texas Estate Code Chapter 201, even if there isn’t a will, the heirs of the estate can still be determined and probated. Typically, default inheritance rules in Texas, allow the surviving spouse to inherit the estate.
What Happens in a Texas Probate Hearing?
Probate is the process by which a court legally recognizes a person’s death and authorizes the administration of their estate. It begins by going to the probate court serving the county in which the decedent lived and filing a petition for the court to admit a will to probate and appoint an executor, or, if there is no will, appoint an estate administrator.

After the probate application is filed, there will be a two-week waiting period before the hearing is scheduled. During this time, the County Clerk will post what is called a Notice of Probate Administration, announcing that a probate application has been filed to any persons who may wish to contest the will or administration of the estate. If no challenges are received, a hearing is scheduled.

"I have empathy and compassion for those who have lost a loved one because of my own experience. I enjoy working with my clients to provide excellent legal service during probate and I also understand the issues facing families with aging parents. It also gives me great satisfaction to know I am helping my clients prevent issues in the future by proper estate planning."

Jana Fay Bacarisse

Bacarisse Law Probate & Estate Planning

A Tradition Of Excellence In Estate Planning, Wills And Trusts, Estate Administration And Guardianship Law Since 1990.

Office Address

1800 Bering Dr.
Suite 315
Houston, TX 77057

Business Phone

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Office Hours

Monday - Friday
8:00 AM - 5:00 PM