If you live outside Texas and need to serve as the executor of a loved one’s estate, feeling overwhelmed makes sense. You are trying to honor their wishes, manage unfamiliar paperwork and do it all from another state. That can feel like too much, even before the probate process begins. To ease the pressure, begin by learning which documents you will need first.
Essential paperwork to prepare
Most Texas probate cases require the following documents, especially when you need the court’s approval to settle an estate:
- Certified copy of the death certificate: Probate courts, financial institutions and government agencies will require this legal proof of death before taking any action on the estate. You can request certified copies through the local registrar in the Texas county where the death occurred. It often helps to order several copies in advance since different organizations typically ask for their own.
- The original will (or proof it cannot be located): A valid will identifies who should handle the estate and explains how to divide assets. If there is no will, Texas law decides who receives what. Whether you submit the original or need to explain its absence, the court must know its status before moving forward.
- Letters testamentary or court order of appointment: Once the judge accepts the will and confirms your appointment, you will receive official authorization to act as executor. You will need it to access financial accounts, transfer property and manage other estate matters. It is typically issued after a brief hearing.
Having these items in place helps clarify your responsibilities and keeps the process on track. Missing even one can lead to delays, especially when you live out of state.
Simplicity starts with knowing what to gather
Probate can feel even more complicated when you are not local. However, understanding what the court needs from the beginning can ease the process. Preparing these materials early helps you stay organized and take the right steps without added stress.
