Where to file
Not filed with the court. It goes to the institution or person who needs it, and a copy stays with the estate records.
Notice to Beneficiary
Legacywyse gives you everything a first-time executor needs: the recommended probate process for your situation, realistic costs and timelines, and pre-filled court documents — including the notice to beneficiary.
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Send one completed notice by a qualified delivery method to each beneficiary or alternate recipient who must receive notice after a Will is admitted. The separate affidavit records completion for the court.
Signatures
Personal Representative signs.
Notarization
No notary is required. Legacywyse plans include virtual notary sessions for supported counties.
Which probate paths use it
This document belongs to 2 paths. The Legacywyse questionnaire sorts your estate facts first, then adds it to your packet when the path calls for it.
What's in the document
Legacywyse fills in from your answers
- Decedent
You complete
- Personal representative
- Beneficiary
- Beneficiary address
- Actual notice recipient
- Recipient address
- Recipient capacity
- Material enclosed
- Gift summary if used
- Delivery date
- Qualified delivery method
- Tracking or delivery reference
Common questions
Where does the Notice to Beneficiary go?
Not filed with the court. It goes to the institution or person who needs it, and a copy stays with the estate records.
Who signs the Notice to Beneficiary?
Personal Representative signs. No notary is required.
Which Texas probate paths use this document?
It belongs to these paths: independent administration, dependent administration.
Does Legacywyse prepare this document?
Yes. Legacywyse generates it from your questionnaire answers inside the private workspace, with the county details filled in. You review it, sign where required, and file it. Legacywyse is not a law firm, and this page is general information, not legal advice.
Review note
Updated July 7, 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.
Keep reading
Independent administration in Texas: the statewide guideDependent administration in Texas: the statewide guideApplication for Probate of Will and Issuance of Letters: what it isAffidavit of Heirship: what it isOath of Personal Representative: what it isProof of Death and Other Facts: what it is
Independent administration, county by county
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