In spite of the COVID-19 pandemic, caring.com reports that the overall percentage of older Americans without a will remains unchanged. Remarkably, younger adults with a will show an increase of sixty-three percent comparative to pre-pandemic times. This 18 – 34 year old demographic is now sixteen percent more likely to have a will than those 35 – 54 years old. These younger adults typically cite COVID-19 as the impetus to start taking estate planning seriously. Before you make any decisions, speak with a qualified Houston estate planning lawyer.
Dying without a will (dying intestate) or dying with an invalid will cause logistic problems, becoming financially and emotionally draining on the loved ones you have left behind. In the absence of a will to name an executor, the state will provide a list of people eligible to fill the role. Should probate court be necessary, the court will make a selection based on this list.
Who Will Settle My Estate Without a Will?
Typically, states make a surviving spouse or registered domestic partner their first choice. If there is no spouse or partner, then adult children usually follow next on that priority list, then parents or other closest family members related by blood. Further next of kin includes grandparents, grandchildren, aunts and uncles, nieces, and nephews.
There are rare instances where the state can find no next of kin. In this instance, your assets will wind up in the state’s coffers. Suppose your heirs are more distant next of kin. In that case, they may require an affidavit notarizing them to be heirs to the estate property and further documentation requirements to transfer ownership of assets. State intestacy laws encourage reasonable efforts by probate authorities to identify heirs in the absence of a valid will or no will at all.
In all cases, without a will, there must be a petition to the court to appoint a personal representative to settle your debts, final taxes, minor guardianship of children, and distribution of your personal property. In the absence of any legal heirs, the law permits the court to appoint any legally competent person.
How Long Does Probate Take Without a Will
When someone passes away without a will in Texas, the probate process, known as intestate succession, can become quite complex and time-consuming. Unlike cases with a clear last will and testament, where the distribution of assets is outlined by the deceased, intestate estates require the court to intervene to distribute assets according to state laws. Typically, the administration of an estate without a will takes longer than when a valid will exists. On average, probate proceedings in such cases range from 8 to 12 months. However, several factors could extend this timeline.
The process begins with the appointment of an administrator, which can be time-consuming if there is no clear candidate or if disputes arise among potential heirs. Inaccuracies or errors in filing necessary documents can lead to further delays, as can the backlog in the court system. These factors need careful navigation to avoid prolonging the process unnecessarily.
Moreover, if the deceased owned properties in different states, ancillary probate proceedings might be required for those out-of-state properties, adding another layer of complexity and time.
Each estate faces unique challenges based on its assets, debts, and the dynamics among the surviving relatives or claimants. Therefore, it’s crucial to understand that while general timelines can provide a guideline, the actual duration of probate without a will in Texas is highly dependent on the specific circumstances of each case.
Common Terms and Definitions
Navigating the probate process without a will in Texas can be complex, but understanding common terms can provide clarity. Below are key definitions of the common terms you may encounter on probating an estate without a will:
- Probate: This is the legal process by which a court recognizes a person’s death and oversees the distribution of their estate. It involves managing and transferring the deceased’s assets to the living.
- Decedent: The individual who has passed away. ‘Decedent’ and ‘deceased’ are interchangeable terms used in legal contexts.
- Estate: All the property, assets, and obligations left by the decedent.
- Intestate Succession: The legal process that determines how the decedent’s property is distributed when there is no will.
- Assets: Items of value owned by the decedent, such as real estate, vehicles, bank accounts, and personal property.
- Liabilities: The debts and financial responsibilities owed by the decedent at the time of their death.
- Personal Representative: An individual, such as an executor or administrator, appointed to manage the affairs of the estate. They are responsible for collecting assets, paying debts, and distributing the remaining property to rightful heirs.
- Separate Property: Property that was owned individually, such as assets acquired before marriage, through inheritance, or as a gift.
- Community Property: Property obtained during the marriage, except for gifts or inheritances, which is considered jointly owned by both spouses.
- Exempt Property: Certain assets in an estate that are protected from being sold to settle debts, as outlined by Texas law.
- Family Allowance: A court-authorized provision for the decedent’s surviving spouse and dependents to cover living expenses for one year following the death.
- Allowance in lieu of Exempt Property: A monetary allowance paid to the spouse or children when there is not enough exempt property to distribute.
The provided definitions offer a basic comprehension of the probate procedure, crucial for individuals handling the estate of a person who passed away without a will in Texas. This understanding helps in navigating legal processes and ensures that the decedent’s assets are distributed according to Texas law. For further guidance, it is recommended to seek advice from a Houston estate planning lawyer.
The Process of Determination of Heirship in Texas
A Determination Of Heirship (or formal judicial proceeding) is where the court declares the identity of the decedent’s heirs.
If a person passes away without a will, it can be costly and time-consuming to determine the heirship. The process involves filing a petition with the probate judge, who will then appoint an independent attorney at your expense to investigate the identity of the heirs. After the attorney has submitted his findings to the probate court, the court will set up a hearing to determine the identity of the inheritors.
The court will ask two impartial witnesses during that hearing to testify to basically the same facts as required for the Affidavit of Heirship. The Determination of Heirship has the advantage of allowing the court to make a final decision about the identity of the heirs.
When looking for ways to settle an estate without a will, it is always best to consult an attorney to help you choose the best procedure for your situation. A skilled lawyer may be able to explain the complexities of the process and help you understand your roles and responsibilities.
Attorney Whitney L. Thompson has been helping families settle their estates for years. She may be able to assist you. Contact us today to schedule a consultation.
What Relationships Are Acceptable for Representation without a Will?
Each state has relationship qualification requirements of intestate succession that may not be as obvious as you think. For instance:
- Surviving Spouse – must have been legally married to the decedent at the time of death.
- Legal separation or pending divorce – a judge will determine whether or not the surviving member of the couple is a surviving spouse.
- Common-law marriage – Very few states recognize common-law marriages, and each state has its own sets of circumstances for approval.
- Same-sex couples – Same-sex marriage is now legal in all 50 states and has the same rights and responsibilities as all legally married couples. Same-sex registered domestic partners or civil union partners recognition is state law dependent.
- Adopted children – in all states, legally adopted children inherit from their adoptive parents in the same manner as biological children.
- Stepchildren – Most states will not include stepchildren who were never legally adopted.
- Foster children – These children will not usually inherit as foster parenting is not adoption.
- Children adopted by an unrelated family or adult – Most states recognize that placing a child up for adoption severs the legal tie between them and their birth parents. Under intestate succession laws, neither the child can inherit from the parents nor the parents from the child.
- Children adopted by a stepparent – Depending on state law, a child adopted by a stepparent may still inherit from their biological parents.
- Children born after the parent’s death – Any child conceived before a parent’s death but born after (posthumous child) inherits just as children born during the parent’s life.
- Children born out of wedlock – These children always inherit from their birth mother unless an unrelated family adopts them. To inherit from the father, the child usually must show some paternal proof.
Inheriting under intestate succession laws may require an heir to live a certain amount of time longer than the decedent. Depending on the state, this can be 120 hours, five days, or merely having outlived the decedent for any period of time qualifies them as an heir. If an heir dies, close relatives such as the deceased person’s child may inherit all or some for what their parent would have received. Known as the “right of representation,” these children or grandchildren may be eligible as heirs though it can be complicated to establish depending on state law.
Relationship | Qualification Requirements for Inheritance |
---|---|
Surviving Spouse | Legally married at the time of death. |
Legal separation or pending divorce | Judge determines if they qualify as a surviving spouse. |
Common-law marriage | Varies by state, state-specific criteria for approval. |
Same-sex couples | Legal in all 50 states, equal rights to married couples. |
Adopted children | Inherit like biological children in all states. |
Stepchildren | Often excluded unless legally adopted by the decedent. |
Foster children | Typically do not inherit as foster parenting is not adoption. |
Children adopted by an unrelated family or adult | Adoption severs legal ties between child and birth parents. No inheritance from each other. |
Children adopted by a stepparent | Eligibility varies by state law. |
Children born after the parent’s death | Inherit equally to children born during the parent’s life. |
Children born out of wedlock | Typically inherit from their birth mother; father may require paternity proof. |
What Could Happen to My Minor Children Without a Will?
If you have minor children having a valid will allow you to name a personal guardian(s). In the absence of a will, a judge will have to appoint an interim guardian until enough information about the situation is gathered to determine the best decision for the welfare of the children.
Depending on your circumstances, a will can be a straightforward document that removes the onus on your surviving loved ones to handle your responsibilities. If you have minor children or substantial assets, your will may be part of a larger estate plan.
Don’t let the state decide who inherits your money and your property. We would be happy to help you figure out a plan that works for you. Please contact our Houston office at 281-214-0173 or the Bay City office at 979-318-5079 today and schedule an appointment to discuss how we can help you with your legal matters.