Texas probate · Document guide

Affidavit in Lieu of Inventory

For eligible independent estates, this sworn statement takes the place of filing the detailed inventory publicly. The representative must still prepare the inventory and share it with the required beneficiaries. Eligibility depends on unpaid debts and the will's terms.

Texas Estates Code, Chapter 309
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First page of the generated Affidavit in Lieu of Inventory sample PDF

Where it goes

Filed with the probate court handling the estate, in person or through eFileTexas.gov.

Who signs

Personal Representative signs.

Oath or notarization

The personal representative signs before a notary.

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    Answer questions about the will, family, assets, and county. Your answers help identify the likely probate path.

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  3. Review the draft, then take the next step

    Add the remaining details and review your document. Follow the instructions for signatures, notarization, or court review when required. You handle filing.

What to have on hand

  • Court details

    The estate name, county, court, and case number, if one has been assigned.

  • Assets and debts

    Bank statements, property values, unpaid bills, and other records of what the person owned and owed.

  • Inventory and recipient records

    The inventory and records showing who received it, along with the status of estate debts.

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Filing fees by county

Fees to open the probate case. Confirm with the county clerk before filing.

Filing fees by county
CountyFiling fee
Dallas County$388
Tarrant County$380
Collin County$385
Denton County$385
Harris County$432
Travis County$378
Bexar County$391

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