Start with records
Find the will, death certificates, account statements, property records, debts, and contact information for heirs or beneficiaries.
An executor of estate needs authority, records, and a clear first checklist.
Legacywyse helps first-time executors sort the will, assets, debts, heirs, county, and likely Texas probate path before it drafts documents.
Start the questionnaireCheck authority
Some tasks can start before court. Banks, title companies, and institutions may require Letters Testamentary.
Use a private plan
Legacywyse turns estate facts into a checklist and supported document packet inside the guided workflow.
Executor first steps
- Secure the home, vehicles, mail, records, and items that could be lost or removed.
- Find the original will and note who it names as executor and alternate executor.
- Make a first list of assets, debts, property, accounts, and family contacts.
- Identify the Texas county connected to the decedent's residence or property.
Where probate may fit
- A will-based estate may involve muniment of title, Letters Testamentary, or administration.
- A no-will estate may involve a small estate affidavit, affidavit of heirship, or administration.
- Debt, title, family agreement, and institution requirements can change the path.
- Legacywyse helps organize the facts before you choose a filing path.
Review note
Updated June 28, 2026. Legacywyse links to Texas court, statute, tax, and county sources when a guide discusses filing, authority, taxes, or local probate process. The content is general information, not legal advice.
Supported Texas counties
Dallas County
Dallas County Probate Courts in Dallas
Tarrant County
Tarrant County Probate Courts in Fort Worth
Collin County
Collin County Probate Court 1 in McKinney
Denton County
Denton County Probate Courts in Denton
Harris County
Harris County Probate Courts in Houston
Travis County
Travis County Probate Courts in Austin
Bexar County
Bexar County Probate Courts in San Antonio