What to Do When Someone Dies in Texas

When a loved one passes away in Texas, there are important legal and financial steps to take. As a community property state, Texas has specific rules about how marital property is divided. Texas also offers several simplified probate options including independent administration.

Texas Quick Facts

Small Estate Threshold

$75,000

Probate Timeline

4-12 months

Death Certificate

$20 per copy

Order From

Texas DSHS Vital Statistics

State Estate Tax

No

Inheritance Tax

No

Property Type

Community Property

Unique to Texas

Texas offers independent administration (minimal court supervision) and muniment of title (no administration needed for wills)

Get the death certificate in Texas

In Texas, the funeral home files the death certificate with Texas DSHS Vital Statistics. Certified copies cost $20 each. You can order from the county clerk where the death occurred or from the state. Request 10-15 certified copies.

  1. Funeral home files with local registrar within 10 days
  2. Request certified copies from county clerk ($20 each)
  3. Order from Texas DSHS for statewide records
  4. Order online through Texas.gov or VitalChek

Understand Texas probate

Texas probate is handled by constitutional county courts or statutory probate courts. Texas offers several options: independent administration (minimal court oversight), dependent administration (court supervised), muniment of title (just validates will without administration), and small estate affidavit for estates under $75,000.

  1. Determine if estate qualifies for small estate affidavit ($75,000)
  2. If will exists, consider muniment of title (simplest option)
  3. For larger estates, independent administration is preferred
  4. File with probate court in county where deceased lived

Handle financial accounts

Gather information about bank accounts, investment accounts, and retirement funds. Contact each financial institution with a certified death certificate. As a community property state, the surviving spouse's half of marital assets doesn't go through probate.

  1. List all bank accounts, investments, and retirement funds
  2. Contact each institution with a certified death certificate
  3. Check for beneficiary designations and POD accounts
  4. For small estates, use small estate affidavit with institutions

Key deadlines in Texas

4 years after death

File will with probate court

Texas has a 4-year statute of limitations on probating a will

Frequently asked questions about Texas estates

Neighboring state guides

Estate laws vary by state. If the deceased owned property in multiple states, you may need to file in each state.

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