Texas probate · Document guide
Notice to Beneficiary
Tell a beneficiary that the will has been admitted to probate and identify the estate's representative. The notice includes the required information about the will and court order. Texas law sets who must receive notice and when exceptions apply.
Texas Estates Code, Chapter 308
Where it goes
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
Personal Representative signs.
Oath or notarization
No notary is required.
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What to have on hand
The will
A copy of the will, including its date and the people named in it.
Recipient's details
The beneficiary's name and address, plus details of anyone receiving the notice on their behalf.
Appointment papers
The court order naming the representative and any Letters already issued.
Delivery records
Copies of notices, mailing receipts, tracking details, and any proof of delivery.
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