[NOTE: to download any
of these files, right click on the description and choose "Save Target As" or "Save Link As"]
Clients and Prospective Clients
Planning Information Fill-In Form
Map to Dallas County Probate Courts
For my Colleagues
Motion for In Camera Filing (from Arthur Geffen)
Order for In Camera Filing (from Arthur Geffen)
10 Things Estate Planning & Probate Attorneys Wish Bankers Knew (from Don Totusek)
Creditors Issues - Insolvency and the Estate (paper given by Nathan Griffin at the DBA)
Texas Rules of Civil Procedure with Bookmarks and Hyperlinks (Version 1.1; 9/1/2016 Rules)
Estates Code, Attorney's Electronic Edition 2017 (PDF Version)
Estates Code, Attorney's Electronic Edition 2017 (HTML Version)
Texas Trust Code, Attorney's Electronic Edition 2017 (PDF Version)
Texas Trust Code, Attorney's Electronic Edition 2017 (HTML Version)
Note Regarding Estates
and Trust Codes: I recommend the PDF
versions, as they are better formatted, but the HTML
versions may work better on tablets and phones.
History of Estates Code, Attorney's Electronic Edition
11/13/14: Added Probate Code to Estates Code Conversion Table
8/21/15: Incorporated 2015 changes, made various corrections. Added Resources, H&S Code §711.011
Version 2.01, 8/21/15: removed deleted section that was left in, cleaned up some references
Version 3.0Beta, 8/8/17: Updated to include 2017 amendments. Removed some extra detail in the references, which is available elsewhere.
Version 3.1Beta, 8/10/17:Added Judge King's updated Quick Indices, updated Tom Fisher's indices with new statutes.
History of Trust Code, Attorney's Electronic Edition
1.00, 8/9/17: First version of Trust Code, like the Estates Code (but without indices).
1.1, 8/10/17: Fixed bookmarks, added an index.
Estates Code, Attorney's Electronic Edition 2015
Estates Code, Attorney's Electronic Edition 2014
Texas Probate Code, Attorneys'
Electronic Edition 2011
Organizations Code, Attorneys' Electronic Edition 2010
Revision History for BOC
Version 1.00: November 29, 2010. Formatted and released
BOC in format similar to Probate Code. No index, though.
Planning and Probate Checklists (simple checklists I have put
together as reminders)
The Executor's Handbook
(April 26, 2017 version) The WordPerfect version is the one I merge
with the applicable data file to create the end product which is
printed and given to the client after the hearing. The PDF version is
for more general use.
Executor's Handbook (PDF version)
Executor's Handbook (WordPerfect version)
Executor or Administrator's Checklist
Will Signing Ceremony Forms (WordPerfect form files from which I generate a standard will signing ceremony. PDFs are
included to show the codes, and generics are included.)
SS-4 Form with Attached
SS-4 Form with Attached
Authorization (Decedent's Estate)
Denton County Probate
Forms (WordPerfect & PDF formats)
Common ALT Codes Reference
Useful Texas Probate Resources for Attorneys
Harris County Probate Courts: Judges Wright, Wood, Olsen, and Butts
Guardianship of the Person and Estate Handbook
Tarrent County Probate Courts: Judges King and Allen
Ad Litem Manual and general probate guides and forms
Texas Probate Site: Glenn Karisch
Articles, forms, and the Texas Probate List
Travis County Probate Site: Judge Herman
Many useful forms, checklists, and guides
Trusts and Estates: Noel Ice
Articles, forms, and worksheets