Legal Question in Wills and Trusts in Texas

1. Does the lawyer have to have a reading of the will? Who attends?

2. Can a potential beneficiary see the will before probate?

3. If a will is to be contested, should it be before it is probated or after?

4. If the deceased does not say anything in his will about part ownership, who would jointly owned asset go to?

5. Suppose there is a written will but the deceased, in private conversation with the executor, made statements modifing his intentions for his estate, are those (verbal only)modifing intentions binding on the distrubution of the estate?

6. Suppose the executor choses not to probate the Will, what options are available to a potential beneficiary to determine that the will has been properly executed?

Thank you for your answers.

M Jackson


Asked on 1/31/12, 7:38 pm

2 Answers from Attorneys

David Leon David L. Leon, P.C.

Thank you for your questions. I'll answer them below:

1. No. There's no "reading of the will." That's just on movies and TV. No one attends. The person who has possession of the will usually just takes it to the lawyer's office and drops it off.

2. All beneficiaries of the will should have a copy of the will mailed to them once the will is filed for probate. There's nothing prohibiting them from getting a copy beforehand.

3. If there's going to be a contest, you want to file it ASAP.

4. Most wills have a "residuary" clause which would control any asset not specifically disposed of in the will. If the will doesn't have this clause, Texas intestacy laws would control.

5. No.

6. Any person interested in the estate can file an application for probate. If the custodian of the will refuses, then you can petition the court to compel the custodian of the will to present it to the court.

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Answered on 1/31/12, 9:20 pm
Brian Thomas Burdette & Rice PLLC

There's very little that I could add to Mr. Leon's perfect response to your questions. If anything, your question about jointly-owned assets raises a good issue.

An individual is entitled to dispose of any interest *that they own* under their Will. Whatever interest the decedent owns in any jointly-held asset is what passes under their Will and through probate, unless otherwise directed by the asset itself. Bank accounts that are "payable on death" or use some other contract feature are not jointly-owned.

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Answered on 1/31/12, 9:58 pm


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