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 documents are prepared.

Start the questionnaire

Start with records

Find the will, death certificates, account statements, property records, debts, and contact information for heirs or beneficiaries.

Check 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.

Supported Texas counties

Helpful next pages