Blog

Interstate Trust Discovery

Subpoenaing Out-of-State Accountants in a Texas Trust Case

When a beneficiary thinks a trust has been mismanaged, the first thing he needs is the paper. Bank statements, tax returns, ledgers, and the accountant’s workpapers usually tell the real story. The trouble is that the paper is often not where the lawsuit is. The trust case is in Texas, but the trustee’s accountants may […]

Finality

When a Probate Order’s Own Language Defeats Its Finality

Probate cases don’t end with one neat judgment the way most lawsuits do. A single estate can produce several orders over months or years, and some of them can be appealed right away. If you miss the deadline to appeal one of those orders, you can lose the issue for good. So it matters a […]

Small Estate Affidavit

When a Small Estate Affidavit Appeal Loses Its Jurisdiction

When a parent dies with a modest estate and no will, Texas gives families a shortcut. Instead of opening a full administration, the heirs can file a small estate affidavit, get it approved by the probate court, and collect the property without anyone being appointed administrator. Often a few family members make it even simpler […]