Texas probate · Document guide

Inventory, Appraisement, and List of Claims

Give the court an itemized record of the estate's property, its value at the date of death, and money owed to the estate. The inventory helps document what the representative is responsible for managing and becomes part of the court file.

Texas Estates Code, Chapter 309
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First page of the generated Inventory, Appraisement, and List of Claims 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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    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

  • Assets and debts

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

  • Property records

    Deeds, property descriptions, and records of any mortgage or other debt secured by the property.

  • Money owed to the estate

    Records of loans, unpaid balances, or other claims the estate may collect.

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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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