Texas Inheritance Professionals

After the death of a loved one, many families face numerous issues. In addition to grieving their loss, they often face probate, financial, and inheritance issues. More specifically, families typically need to communicate with employers, insurance companies, mortgage companies, and banks after a death. Many families also need to work with real estate professionals to sell real property. Other families need to claim life insurance and benefits. For most families Texas inheritance professionals greatly help during difficult times.

Texas Inheritance Professionals
Texas Inheritance Professionals Help Families Claim, Transfer, and Protect Wealth After The Death of a Loved One.

Texas Inheritance Professionals Help Collect Insurance, Bank Accounts, and other Non-Probate Assets

After the death of a loved one, families often need to contact banks, insurance companies, and employers to collect assets.  More specifically, many people own assets that are referred to as non-probate assets.  These assets need to be claimed after the death of the owner. Further, most of these benefits require an original death certificate and documented communications to collect.

For this reason, many families prefer to hire an inheritance professional to claim these assets.  Further, an inheritance professional can often break through red tape and speed up claiming these funds. In many situations, these funds help pay transition and living costs for survivors.

Texas Inheritance Professionals Also Help Transfer Real Estate and Trapped Wealth

After the death of a person in Texas, most of their wealth immediately transfers into their estate. This estate wealth typically includes real property and accounts without designated beneficiaries. These trapped assets typically require probate through a lawsuit to transfer.

A Texas inheritance professional typically reviews estate assets to determine if there is a need for probate.  Further, the professional can often determine the best way to move an estate through probate. More specifically, a good inheritance professional can often avoid or limit travel and court appearances for the family.

Texas Inheritance Professionals Often Work With Other Estate Professionals

In helping families with inheritance issues, Texas inheritance professionals commonly work with other estate professionals. More specifically, they often work with real estate inheritance professionals to sell real property. They also commonly work with estate sale professionals to sell personal property. They also commonly work with financial professionals to claim and transfer accounts and on tax issues.

More Information on Texas Inheritance Professionals

A good Texas Inheritance Professional can help families through a difficult time. Further, this professional can often free wealth and inheritance while limiting issues and hassles a family faces. The professional can also speed up transfers of wealth and maximize recovery of all inheritance.

For more information on this topic or a specific case, please go to the following Texas Turnkey Inheritance Lawyer, Texas Family Inheritance Lawyer, and Texas Out of State Family Probate Lawyer.

Texas Probate Court Remote Hearings

The probate process transfers wealth and helps families. More specifically, the probate process frees substantial wealth that many families need to live and survive. As such,  probate proceedings are essential services that continue through coronavirus stay at home protocols. Further, many Texas courts continue holding probate hearings during the coronavirus stay at home protocols. For this reason, several courts now use video and telephone conferencing for many of these hearings. These Texas Probate Court remote hearings provide a safe method for families to free needed wealth.

Texas Probate Court Video Hearings
Texas Probate Courts Use Video Hearings to Continue Probate Cases During Coronavirus Stay at Home Protocols

Texas Probate Courts Use Remote Hearing For Will, Proof of Death, and Heirship Testimony

Traditionally, Texas Probate Courts require in person witnesses for most probate and heirship hearings. More specifically, Will probate hearings and suits to determine heirs typically require witnesses. However, with the recent coronavirus pandemic and corresponding civil authority stay at home orders, progressive courts are adapting. These courts use a combination of pre-hearing submissions and video technology to verify witness testimony. More specifically, many Texas Probate Courts now use video and telephone hearings for proof of death, Will prove up, and disinterested witness testimony.

Texas Probate Court Remote Hearings Use Video and Telephone Conferencing To Protect Families

This use of video and telephone technology for hearings protects witnesses, lawyers, and court personnel from potential exposure. Though different from traditional in person hearings, the value of protecting everyone helps families. Further, it allows probate courts and lawyers to continue helping families free and transfer wealth.

Families Who Require Texas Probate to Free and Transfer Wealth Can Do It Remotely

Many Texas Probate Lawyers now help families who want to remotely probate an estate. More specifically, these lawyers represent families throughout Texas and the United States who do not want to travel but need to Probate an estate.

For more information on this topic, please go to the following webpages: Texas Out of State Probate Lawyer and Texas Turnkey Inheritance Lawyer.

Texas Oil Inheritance Lawyer

Many Texas families make substantial fortunes and wealth through mineral interests. These Texas mineral interests commonly pay oil royalties to owners. Unfortunately, many families lose their mineral interests by failing to protect, transfer, and claim their mineral interests through time. Further, many families lose their mineral interests through generations or to oil companies.  As a Texas Oil Inheritance Lawyer, I work with families to protect, document, and claim Texas mineral interests.

Texas Oil Inheritance Lawyer
Texas Oil Inheritance Lawyer Helps Families Claim and Protect Texas Mineral Interests.

What is a Texas Mineral Interest?

Basically, a Texas mineral interest is a real property ownership interest in the subsurface of real estate. This interest provides the owner with rights to extract oil, gas, metals, and other minerals. In Texas, mineral interests most commonly give owners the right to drill for oil and gas.

Do Mineral Interests and Surface Rights Always Coincide?

Under Texas law, land owners commonly separate or sever surface rights from mineral interests. When this occurs, the surface right owner no longer controls the subsurface mineral rights. Further, in these situations, surface rights and mineral rights no longer coincide.

When mineral interests are severed, the mineral interest owners should record the severance. Further, the mineral interest owner needs to make sure that they protect, document and claim their interest through time.

Drilling Viability Changes Over Time

Mineral interest owning families should protect their interests even when the interests are not producing. This is because, the economic drilling viability of mineral interests change over time. Further, the price of oil and drilling technologies often change through time. More specifically, many non-viable mineral interests from twenty to fifty years ago became viable in the past five to ten years. Thus, many families failed to protect their interests and lost substantial wealth.

More Information on Texas Oil Inheritance Law

For more information on Texas Oil Royalty and Mineral Interest Law, please go to the following webpages: Texas Oil Royalty and Mineral Interest Inheritance Lawyer, Texas Oil Company Litigation Lawyer, and Texas Real Estate Inheritance Lawyer.

Texas Adverse Possession Claims

Many families lose significant real property through Texas adverse possession claims. More specifically, many families lose mineral interests, houses, and land by failing to protect their property. As a Texas adverse possession lawyer, I commonly work with families to fight attempts to adversely possess Texas real property.

Texas Adverse Possession Claims
Many families lose real property to Texas adverse possession claims.

Texas Remote and Large Landowners as Well as Heirs and Beneficiaries Often Lose Real Property

Families lose real property to adverse possession for many reasons. More specifically, out of state owners who own Texas real estate remotely commonly lose control of their property as they don’t live in Texas and cannot keep an eye on the property. Further, landowners with multiple homes or significant real estate holdings can also lose control of Texas real estate as house, mineral interest, or land can be overlooked.

Additionally, heirs and beneficiaries often lose control of Texas inherited property. In fact, many heirs and beneficiaries commonly do not have clear records regarding inherited real property.

Prevent Adverse Possession By Maintaining Control and Records of Real Property

Families lose real property through adverse possession claims because they lose control of their real property. For this reason, families who maintain control of property protect their wealth. In other words, families who exercise continuous control over their real property, prevent adverse possession claims.

Families also prevent potential adverse possession risks by maintaining keep clear records of property ownership and make sure any permissive use of the property.

Protect Texas Mineral Interests from Loss

Texas mineral interests are extremely susceptible to adverse possession claims. More specifically, owners commonly lose mineral interests through adverse possession claims because mineral interests often sever from surface rights. When families sever mineral interests, they should maintain clear records of the owned severed interests. Without these records, heir and beneficiaries often lose inherited mineral interests.

More Information on Texas Adverse Possession Claims and Lawsuits

As a Texas adverse possession lawyer, I commonly help families protect Texas real estate from fraud, forgery, and adverse possession claims.  For more information on these topics, please go to the following webpage: Texas Probate and Real Estate Lawyer, Texas Stressed Real Property Lawyer, and Texas Inheritance Real Estate Lawyer.

Claim Texas Inherited Property

Many families lose wealth after the death of a family member. More specifically, these families often don’t timely claim Texas inherited real property. This inaction makes the inherited real property vulnerable to loss.  Further, banks and opportunists commonly take vulnerable inherited property through adverse possession or foreclosure. For this reason families should timely claim Texas inherited property. This blog post provides  information on how to claim Texas inherited property.

Claim Texas Inherited Property
Understanding How to Claim Texas Inherited Property Saves Family Wealth

Heirs and Beneficiaries Should First Determine Their Inherited Ownership Interests In Texas Real Property

After a family member dies, their heirs and beneficiaries need to claim inheritance. To begin, the  heirs and beneficiaries should determine their inheritance interests.  Unfortunately, this first step is not always easy as Texas probate law allows many different types of inheritance including Wills, trusts, and intestate succession.

That being said, the heir or beneficiary should determine, if the deceased had a Will or Trust. If so, each beneficiary’s ownership interest should be clear from the Will or Trust.

If there is no valid Will or Trust, a family tree helps determine who receives what inheritance.  Texas law distributes inheritance differently depending on the nature of the property and which family members survive the deceased. Overall, a review of Texas inheritance law will determine ownership interests.  The following link provides helpful information on distributions to heirs under Texas law.

Beneficiaries With Ownership Interests in Texas Inherited Property Should Contact a Lawyer to Verify and Claim Their Interests

If you are a beneficiary of a Will, it is often beneficial to have a lawyer review the Will. The lawyer can review the Will and determine if it is a valid Will. Further, the lawyer can advise if a Will probate lawsuit should be filed and what needs to be done.

If you are a beneficiary of a Trust, you should also have a lawyer review the Trust documents. The lawyer can determine what property is in a Trust. The lawyer can also provide advice on beneficiary rights.

Further, if your inheritance is not timely distributed, a beneficiary should contact a lawyer to inquire and claim it.

Heirs With Ownership Interests Should Also Contact a Lawyer

A lawyer can also help heirs claim inherited real property. The lawyer can verify ownership interests and provide information on claiming Texas real property. More specifically, the lawyer can file a lawsuit or deed claiming Texas inherited real property.

More Information on How to Claim Texas Inherited Real Property

For more information on claiming Texas inherited real property please go to the following web pages: Texas Family Inheritance Lawyer, Texas Stressed Real Property Lawyer, and Texas Real Estate Inheritance Lawyer.

 

Inheritance Theft and Probate Fraud

Many families lose a significant amount of wealth to inheritance theft and probate fraud.  More specifically, there are some people who ruthlessly steal from elderly persons and families.  These people commonly use undue influence, fraud, and forgery to steal wealth.  Families, heirs, and rightful beneficiaries who act quickly can often stop or reclaim stolen wealth.

Inheritance Theft and Probate Fraud
Many Families Lose Wealth Through Inheritance Theft and Probate Fraud

Inheritance Theft and Undue Influence

Opportunistic caretakers and family often use undue influence to steal wealth.  In other words, caretakers and family around an elderly or vulnerable person can often assert their own ideas or wishes and overcome the wishes of the person. This influence becomes undue when it overpowers the person’s wishes and is especially problematic when the family member or caretaker uses undue influence to benefit themselves.

More specifically, ruthless caretakers and family members commonly use undue influence to add themselves to bank accounts, change insurance and account beneficiaries, and change Will beneficiaries.  All actions are fine if it is the person’s wishes, but not if done under undue influence. If discovered prior to the death or incapacity of the vulnerable person, the family should separate the vulnerable person from the undue influencer and ask the person about their true wishes. If discovered after death or incapacity, the family should gather all potential evidence of undue influence.

Inheritance Theft and Fraud

Similarly, many opportunists use fraud to steal money from elderly and vulnerable people.  These opportunists use a variety of fraudulent and illegal schemes to steal money and wealth.  Common schemes include investment fraud, repair and real estate fraud, and internet/telephone solicitation fraud.  For most of these schemes, shining light on the scammers and forcing them to put everything in writing will typically expose the fraud.

Additionally, some caretakers and family members fraudulently trick elderly and vulnerable people to disinherit other family members.  These cases typically require multiple family members to shine light on the fraud including family meetings or contacting elder protective services.

Inheritance Theft and Forgery

More brazed opportunists also commonly forge documents when stealing wealth. These documents often include forged Wills, trusts, and deeds. Further, these forged documents are often discovered after the wealth has been stolen and/or after the vulnerable person has passed.  After discovery of forged documents, it is important to gather examples of the real signature.  Further, it is best to gather documents with real signatures from the same time frame as the forged documents. These cases are often hotly contested and require handwriting experts.

More Information on Inheritance Theft and Probate Fraud

For more information on this topic, please go to the following webpages: Texas Probate Fraud Lawyer, Texas Executor Fraud Lawyer, and Protect Your Wishes and Family Inheritance.

Inheritance Investment Traps and Wealth Protection

Many families use financial advisers and investment brokers to help manage, invest, and protect wealth.  In doing so, families often trust the financial professionals to act in their best interest. However, the fiduciary duties of all financial professionals are not the same.  In fact, broker dealers have been actively fighting rules to require them to put their clients’ best interests first. Thus, when investing through a financial professional, it is important to understand potential investment broker conflicts and avoid inheritance investment traps.

Inheritance Investment Traps
Inheritance Investment Traps Take Wealth from Families

More specifically, it is important to understand that financial advice with undisclosed conflicts of interest takes an estimated $17 billion a year from retirement savings accounts. These undisclosed conflicts are an inheritance investment trap that steals wealth from many families.

Conflicts of Interest and Fiduciary Duties

Texas and federal law place fiduciary duties on some financial professionals who are trusted with other people’s wealth. Many of these duties require professionals to act in their client’s best interest and to disclose conflicts of interest.  These laws protect consumers from financial professionals who use their client’s wealth for their own benefit. However, despite efforts to unify these laws, lobbyists against consumer rights prevent these laws from passing.

Protect Your Wealth and Family from Inheritance Investment Traps By Asking Questions and Keeping Copies of All Investments

When investing your wealth through a financial professional, make sure you understand what duties apply.  Though it is not always easy, ask direct questions and if possible verify in writing.  Further, keep copies of all contracts, representations, and statements.

Recovering Lost Wealth From Inheritance Investment Traps and Breaches of Fiduciary Duties

If your family has lost significant wealth held by a financial professional, it is important to gather all records of the investment. More specifically, gather all sign up information, all communications, and all account statements. It is also helpful to have access to all electronic files.  These documents allow a thorough review of all transactions.

For more information on this topic, please go to the following webpages: Texas Investment Fraud Lawyer, Texas Financial Advisor Fraud Lawyer, and Texas Inheritance Lawyer.

Austin Turnkey Inheritance Lawyer

Many families live outside of Austin, but have loved ones who die in Austin or Texas. As such, when a family member dies in Austin, families commonly require the services of an Austin Turnkey Inheritance Lawyer. The lawyer helps the family claim, transfer, and collect Texas wealth. These services often include filing a probate lawsuit, liquidating estate assets, and advising executors and administrators.

Austin Turnkey Inheritance Lawyer
Austin Turnkey Inheritance Lawyer Helps Families From Around the World

An Austin Turnkey Inheritance Lawyer Commonly Files Probate Lawsuits for Out of State Families

Many families need help filing a probate lawsuit after the death of a loved one. The lawyer often works remotely with families to determine what type of lawsuit, if any, needs to be filed. Further, the lawyer often files a lawsuit without the family having to travel to Austin.

The lawyer also works with the local probate courts to probate Wills, determine heirs, or transfer wealth.  In many situations, the lawyer can make arrangements to avoid the family having to travel to Austin or Texas.  In other situations, the lawyer arranges  hearings or a closing on specific dates so the family makes only one trip to Austin or Texas.

An Austin Turnkey Inheritance Lawyer Can Also Oversee the Sale and Liquidation of Estate Property

Many families also need assistance liquidating estate property including real and personal property.  In these situations, it is often helpful to have a lawyer help oversee the liquidation process including working with real estate brokers and estate liquidators. This service allows families to remotely liquidate estate properly as well as have sentimental property sorted out and sent out of state. Both services can greatly help a family after the death of a loved one.

Out of State Executors and Administrators Also Often Need Assistance in Fulfilling Their Duties

Texas Probate law allows out of state family members and friends to serve as Executors and Administrators. However, most out of state Executors and Administrators require assistance with fulfilling their fiduciary duties. A Texas inheritance lawyer provides advice as to what needs to be done to fulfill the requirements of the roles.

More Information on Austin and Texas Turnkey Inheritance Services

Austin Texas Turnkey Lawyer, Jason Coomer, helps families claim, transfer, and collect wealth.  For more information on this topic please go to the following webpages: Texas Family Inheritance Lawyer, Central Texas Real Estate Inheritance Lawyer, and Texas Out of State Probate Lawyer.

Texas Business Inheritance Law

Texas Business Inheritance Law combines elements of probate law and business law. Further, most people never consider this area of law until a loved one dies or becomes incapacitated. More specifically, when the owner of a business dies or loses capacity, laws governing probate and business become important. At this time, families can protect significant wealth by understanding some basic legal issues and taking some actions.

Texas Business Inheritance Law
Texas Business Inheritance Law

Contracts and Business Records Control Texas Business Law

Contracts and other business records typically drive Texas business law. Further, the parties who control contracts and other business records commonly have an advantage over those that don’t. For this reason, it is important to keep the original documents or at least copies of all contracts and other business records. This premise applies to business dissolutions, business disputes, and business inheritance issues. Further, if a loved one dies it is important to locate all contracts and business records.

Wills and Estate Planning Documents Control Texas Probate Law

Texas Probate Law determines who inherits wealth after the death of a person. Like business lawsuits, it is important to gather all important documents. More specifically, the first step is typically to determine if the deceased had a Will or some other form of estate planning. These documents commonly determine how the deceased wanted their wealth distributed and who they wanted to distribute after their death.

These documents also commonly include life insurance, bank beneficiary designation documents, powers of attorney, property deeds, and trusts.

Texas Business Inheritance Law

Once the important documents are obtained, make sure you keep the originals in a safe place. Further, it is also a good idea to make copies of the documents.  Unfortunately, it is common for heirs and beneficiaries to write on or highlight important  documents causing future legal issues.

It is also helpful to take the documents to a business inheritance lawyer to review. The lawyer can typically provide advice as to what needs to be done to control the deceased’s estate, trust, or business. For more information, please go to the following webpages: Texas Business Inheritance Lawyer and Texas Real Estate Inheritance Lawyer.

 

Protect Family Wealth And Your Wishes

Many families and loved ones connect with each other during the holidays. They commonly reminisce about the past, laugh, and enjoy visiting. They also often plan for the future. Some of these plans include discussing their wishes regarding death, incapacity, and inheritance. A few communications to trusted loved ones on these topics can save significant stress in the future. The communications can also protect family wealth.

Protect Family Wealth Communication
The Holidays is a Good Time to Communicate Your Wishes to Loved Ones

Express Your Wishes to Your Loved Ones To Protect Family Wealth and Avoid Stress

Though it is not always an easy topic, it helps to discuss your wishes regarding death and incapacity with your loved ones. More specifically, it helps close loved ones to know if you have a Will and where you keep important documents. This information helps surviving loved ones if you pass. Further, it helps loved ones to know your wishes regarding your medical wishes and who you want to make decisions for you if you are not able. Both of these communications can also save your family a significant amount of stress and wealth in the future.

The Location of Your Will and Important Documents Helps Protect Your Wishes and Family Wealth

People who communicate the location of their Will and important documents commonly reduce stress for survivors. Further, this communication protects the family from the uncertainty of pulling the information together after a death. It also helps prevent lost and stolen Wills. Unfortunately, Wills commonly are stolen or destroyed by more aggressive family members. More specifically, those devastated by a death are commonly busy grieving after a death, while more estranged family members often start scavenging for wealth. For this reason, it is often best to provide basic information about your Will to close loved ones.

Express Your Wishes Regarding Who Makes Decisions for You During Incapacity Avoid Stress, Delays, and Costly Litigation

Many people fail to plan for incapacity. This failure commonly causes significant problems and delays. More specifically, if you become incapacitated who will make medical and financial decisions for you. While you are healthy, it is easy to execute a power of attorney or medical power of attorney. These documents determine who makes decisions for you if you are incapacitated. If you don’t have these documents, these decisions often need to be made by courts and medical providers. Further, if courts have to decide, there will often be significant delays and costs.

Communicate Your Wishes with Trusted Loved Ones

Overall, the holidays is a great time to discuss your wishes with your trusted loved ones. Doing so can avoid significant stress and loss of wealth. For more information on protecting family wealth, please go to the following webpages: Texas Family Business Inheritance Lawyer, Texas Inheritance Lawyer, and Texas Real Estate Inheritance Lawyer.

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