Practice Areas

Inheritance

Understanding Dallas Inheritance Law

Inheritance law in Dallas can be very intricate, involving various legal considerations to ensure that the distribution of an estate is handled according to the decedent’s wishes or, if no will is present, according to state law. Whether you are a beneficiary, an executor, or an interested party, understanding the basics of Dallas inheritance law can help you navigate the process more effectively.

What is Inheritance Law?

Inheritance law governs how an individual’s estate is distributed after their death. In Dallas, as in the rest of Texas, inheritance laws are designed to ensure that assets are distributed fairly and according to the decedent’s wishes, or, if there is no will, according to statutory guidelines.

1. Types of Inheritance

– Testate Inheritance: When a person dies with a valid will, the distribution of their estate is carried out according to the terms specified in the will. The will typically outlines who will inherit specific assets and who will act as the executor to manage the estate.
– Intestate Inheritance: If a person dies without a will, their estate is distributed according to Texas intestacy laws. These laws provide a default distribution scheme based on the decedent’s family structure. For instance, spouses, children, and other relatives may inherit assets in a prescribed order.

The Probate Process

The probate process is a legal procedure to validate a will and oversee the distribution of an estate. (To find out more about the probate process, read here.) In Dallas, the probate process involves several key steps:

1. Filing the Will

If there is a will, it must be filed with the Dallas County probate court. The court will review the will to ensure its validity before appointing an executor to manage the estate.

2. Appointing an Executor

The court appoints an executor or personal representative who is responsible for managing the estate. This includes paying or otherwise resolving debts and taxes, managing assets, and distributing the estate according to the will or Texas law.

3. Estate Administration

The executor must perform various tasks, including inventorying assets, settling debts, and distributing the remaining assets to the beneficiaries. If there are disputes or complications, the executor may need to seek legal assistance from a Dallas inheritance lawyer to resolve these issues.

Common Issues in Dallas Inheritance

1. Disputes Among Heirs

Disputes can arise among heirs regarding the interpretation of the will or the distribution of assets. If you find yourself in a conflict over inheritance matters, consulting a Dallas inheritance attorney can help mediate and resolve these disputes.

2. Contesting a Will

If you believe that the will is invalid due to issues such as undue influence or lack of testamentary capacity, you may need to contest the will in court. A Dallas inheritance lawyer can provide guidance on how to challenge the will effectively.

3. Handling Debts and Taxes

Before assets can be distributed, all debts and taxes must be paid or otherwise resolved. The executor is responsible for ensuring that these obligations are met, which can sometimes be complex. Legal advice can help ensure that these responsibilities are handled correctly.

Seeking Legal Assistance for Inheritances

Navigating Dallas inheritance laws can be complex, particularly if there are disputes or uncertainties about the estate. Engaging a knowledgeable Dallas inheritance attorney can provide valuable assistance in managing the probate process, resolving disputes, and ensuring that the estate is administered according to the law.
If you have questions about inheritance laws or need assistance with a probate matter, contact our office for a consultation. Our experienced Dallas inheritance lawyers are here to help you through every step of the process, ensuring that your rights are protected and the estate is handled efficiently.

What to Do if You Are Left Out of a Will in Dallas

Being left out of a will can be a distressing and confusing experience. If you find yourself in this situation in Dallas, understanding your legal options and how to address the matter effectively is crucial. Here’s what you need to know if you have been excluded from a will.

Understanding Your Rights

1. Legal Standing

First, you must determine whether you have legal standing to contest the will. Generally, individuals who have a financial interest or relationship with the deceased may have standing to challenge the will. This often includes beneficiaries named in previous versions of the will or individuals who would inherit under intestacy laws if the will were invalidated.

2. Grounds for Contesting a Will

To contest a will, you must have valid grounds, such as:

– Lack of Testamentary Capacity: Claiming that the deceased lacked the mental capacity to make a valid will at the time it was created.

– Undue Influence: Arguing that the deceased was coerced or unduly influenced by another party when creating or updating the will.

– Fraud: Asserting that the will was procured through fraudulent means.

– Invalid Will:  asserting that the will is invalid because it does not meet of the requirements to be a valid will under Texas laws.

Steps You Can Take

1. Review the Will

Obtain a copy of the will and review its terms. Understanding the contents of the will and the reasons for your exclusion can help you assess your legal options. If the will was filed with the Dallas County probate court, you have the right to review it.

2. Consult a Dallas Inheritance Lawyer

Seek advice from a Dallas inheritance attorney who can evaluate your case and provide guidance on whether you have grounds to contest the will. They can help you understand your rights, navigate the legal process, and represent your interests in court.

3. File a Contest

If you decide to proceed with contesting the will, your attorney will assist you in filing the necessary legal documents with the court. This process involves presenting evidence and arguments to support your claim and challenging the validity of the will.

4. Mediation and Settlement

In some cases, disputes over wills can be resolved through mediation or settlement negotiations. Your attorney can help facilitate these discussions and work towards a resolution that meets your needs.

Potential Outcomes

1. Invalidating the Will

If successful, a will contest could result in the will being invalidated. In such cases, the estate would be distributed according to the terms of an earlier will or according to intestacy laws.

2. Settling the Dispute

In some cases, it may be possible to reach a settlement agreement with other parties involved. This could involve negotiating a compromise or adjusting the distribution of the estate.

Seeking Professional Help

Contesting a will can be a complex and emotionally charged process. Engaging a skilled Dallas inheritance attorney is essential to ensure that your rights are protected and that you receive competent legal representation throughout the process.
If you have been left out of a will and need assistance, contact our office to schedule a consultation. Our experienced Dallas inheritance lawyers are here to help you understand your options and navigate the legal challenges effectively.

What to Do If There Is No Will and You Are Not Named as an Heir

When someone dies intestate (without a will) and you are not named as an heir, it can be challenging to understand your rights and options. Here’s what you should know about the process and your potential entitlements if you find yourself in this situation in Dallas.

Understanding Intestacy

1. Texas Intestacy Laws

In Texas, if a person dies without a will, their estate is distributed according to intestacy laws. These laws outline a default distribution scheme based on the deceased’s family relationships. The estate is typically divided among the surviving spouse, children, and other relatives in a specific order.

2. Determining Heirs

The probate court will determine the rightful heirs based on the intestacy statutes. This process involves identifying all potential heirs and establishing their legal rights to inherit from the estate.

Steps You Can Take

1. Verify the Status of the Estate

Obtain information about the estate and the probate proceedings. If you are aware of the estate’s existence but have not been named as an heir, it’s important to understand the status of the probate process and the distribution plans.

2. Consult a Dallas Inheritance Lawyer

Consult with a Dallas inheritance attorney to discuss your situation. Even if you are not named as an heir, you may still have legal rights or interests in the estate, particularly if you were a close relative or had a financial dependency on the deceased.

3. Review Intestacy Distribution

Understanding the intestacy distribution scheme can help you determine your potential claim. Texas intestacy laws prioritize spouses and children, but other relatives may also be entitled to a share of the estate.

4. File a Claim or Petition

If you believe you have a valid claim or interest in the estate, your attorney can help you file a claim or petition with the probate court. This may involve demonstrating your relationship to the deceased and your legal right to inherit.

5. Attend the Probate Hearing

If necessary, attend the probate hearing where the court will review the estate’s distribution and determine the rightful heirs. Your attorney can represent you and advocate for your interests during this process.

Potential Outcomes

1. Inclusion in the Distribution

If the court recognizes your claim, you may be included in the distribution of the estate according to the intestacy laws. This could involve receiving a share of the estate alongside other heirs.

2. Resolving Disputes

In some cases, disputes may arise regarding the distribution of the estate. Your probate attorney can help navigate these disputes and work towards a fair resolution.

Legal Assistance

Navigating intestacy laws and asserting your rights in a probate case can be complex. Engaging a Dallas inheritance attorney can provide valuable support and guidance, ensuring that your interests are represented and that you understand your legal options.
If you need assistance with an intestate estate or have questions about your rights as a potential heir, contact our office to schedule a consultation. Our experienced Dallas inheritance lawyers are here to help you through the process.

Meet Our Team

Christopher L. Smith

Attorney

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Frequently
Asked Questions

Please refer to our frequently asked questions to learn more about our firm. If you have further questions, you may fill out our contact form or send us an email.
Probate is a legal process. One that is triggered once someone has passed away. Probate’s the method by which a court formally recognizes the death and oversees the administration of the deceased’s estate.
Probate makes sure that the deceased’s final wishes are accurately honored, their assets are distributed the way the deceased intended, and that any of their outstanding debts are settled. By better understanding how probate works, much of the stress and worry about assets can be alleviated. As a Dallas probate law firm, we can help you understand all of the details involved with probate.

Simply put, probate is the legal process which involves the court recognizing a person’s death and helps oversee the administration of deceased’s estate. Without a Will present, this process is referred to as “intestate probate.” Intestate probate means that the court will determine how to distribute the deceased’s assets in alignment with Texas state laws, rather than according to the deceased’s specific wishes.

Heirship determination is a legal process used to identify the heirs of an estate when a person dies without a valid will or when there are disputes about the will’s validity. The probate court will review evidence to establish who the legal heirs are according to Texas intestacy laws.

Inheritance law governs how an individual’s estate is distributed after their death. In Dallas, as in the rest of Texas, inheritance laws are designed to ensure that assets are distributed fairly and according to the decedent’s wishes, or, if there is no will, according to statutory guidelines.

Estate planning may sound like something only the wealthy or elderly need to do, but it’s actually critical for anyone who has possessions they care about—like finances, land or buildings and even pets—and who wants to make sure those assets go to the right people, should something happen to them.

Imagine you have a good amount of money saved up, a pricey car, and other valuable assets, but you didn’t leave any instructions about what should happen to them if you pass away. Lacking an official estate plan, the government may step in and unilaterally decide what happens to your belongings…and they might not go to the people you want. This is why planning ahead is so crucial—it keeps you in complete control.
If you die in Texas without good estate planning, dealing with your estate can be expensive and stressful for your loved ones, and take a long period of time in Dallas County.  This is why having an estate plan in place, even a simple will, is as important, or maybe even more important, to families of modest means as it is for more wealthy families.
Family law encompasses legal matters that involve familial relationships, such as marriage, divorce, child custody, termination of parental rights, adoptions and more. It also includes cases like prenuptial agreements, domestic violence, and child support. Dallas family law is designed to handle these delicate and often emotional issues with fairness and justice.
In Dallas, family law is governed by both state and local rules. The Texas Family Code provides the framework for resolving family disputes, but local courts in Dallas may have specific rules and procedures that must be followed. This is where a seasoned Dallas family law attorney can provide crucial guidance.  Dallas family cases also must adhere to requirements of the Texas Property Code, Texas Rules of Civil Procedure and other bodies of law.

What Our Clients Say

Sdgerrald1972
Sdgerrald1972
2024-05-29
Chris has helped me navigate my way through one of the hardest things that I've ever experienced. He is always honest with you on how your case may or may not go. He's extremely knowledgeable and has always returned by messages in a timely manner. I would absolutely recommend Chris to anyone with a challenging case that requires thorough attention. If needed, I will return as a client in the future.
 
Carolyn Faulkner
Carolyn Faulkner
2024-05-16
Chris is a personable attorney who works directly with his clients. He's a "hands-on" attorney with all of his cases. He's knowledgeable, direct and does what he says he will do resulting in the best possible results.
 
Chelsie Unger
Chelsie Unger
2024-05-16
Personable attorney that works directly with you and does what he says he will do and more!

I have learned the very hard and expensive way that hiring a well-marketed, high-dollar attorney is not always the best route. I initially went this route and was going broke with little to no results. It’s a very long story, which I only mention to establish how much of a wreck I was at this time. I was in a situation where after 18 months or so, my divorce was going to be cancelled due to lack of work on my behalf from the current attorney. I had 30 days or less to get documents filed or my case would have been dropped as if it never happened and I would have to start all over. I knew it was time to switch attorneys. I felt so misrepresented and unjustly treated. I was basically broke, scared and desperate. Chris Smith was referred to me by a family member who knew my situation & highly recommended him so I consulted with him and ended up hiring him.

Chris immediately started filing documents and taking charge! The experience was personable because Chris works directly with his clients. I felt comfortable just letting him handle the case, which wasn’t something I had felt before. Chris had a way of putting me at ease, which was much needed. Chris managed to get my divorce wrapped up in about 60 days. His fee was much more reasonable than the prior attorney but MORE than that, I felt like he was really working with me and had my best interest in mind from the beginning. He did what he told me he would be able to do and then some. Before Chris took my case, I was looking at being a joint managing conservator with my ex-husband who would also have expanded standard visitation. Chris reviewed all of my information and really pushed me to allow him to ask for sole managing conservator because he thought I could get it. For many years I had been conditioned in my relationship to think that I basically had no value. Chris valued me and pushed me to do what he thought was possible instead of just settling. His review of my situation and guidance proved to be most valuable. My divorce is now final. I have sole custody of my three daughters and my ex-husband has only standard visitation. I will be forever thankful to Chris for his coaching, confidence in me, and for making sure that me and my girls received the best possible outcome.

I give him a 5-star rating but only because 10 isn’t an option! I MOST highly recommend him. Should I ever need an attorney again, Chris will be the one I contact.
 
David Gonzales
David Gonzales
2023-08-16
When we were first introduced to Christopher Smith, we were looking for a lawyer who could help us with an estate left by a first cousin who had passed away without leaving a will. Chris patiently navigated us through its successful conclusion. And on a more recent occasion, Chris updated our wills to also include a Transfer on Death Deed drawn up on our house and helped with all of our estate planning needs. We have been very pleased with his work and highly recommend him. – David & Joan G.
 
Angie Spinks
Angie Spinks
2023-02-11
I can't say enough good things about Chris! He helped me with a high conflict divorce and we received a VERY favorable outcome. He was always straight-forward with me and I'm not going to lie, the outcome seemed bleak. However, Chris was willing to try where other lawyers I interviewed with were not. Sometimes we argued but I valued being able to be real with him and still move forward in a positive working relationship. He understood how difficult the process was for me and pulled the weight when it was necessary. He was a true partner and I knew he was always looking out for my interest when I was in a very low emotional state. I can't stress enough how thankful I am for Chris and I would highly recommend him to anyone in need of legal assistance!
 
Sarah Fuller
Sarah Fuller
2020-11-18
I was referred to Chris by a friend of mine and I am so thankful for the recommendation. Chris is very knowledgeable and so good at explaining things in terms I could understand. He really fought for me and I was always confident that he had my best interest in mind every step of the way. Chris was able to get me almost double what I was expecting out of my settlement. I will be recommending him to my friends in the future and should I ever need an attorney again, he will be the first call I make.
 
Khrystal Friedrichs
Khrystal Friedrichs
2020-07-17
It was so great to find an established attorney that takes clients in Rockwall County! Chris was great! No nonsense and always direct and straight to the point. I felt that he was always looking out for my best interest and made sure that I was taken care of and felt comfortable every step of the way. He would always present multiple ways/scenarios to handle my divorce and was very knowledgeable. I would definitely recommend Chris Smith!
 
JoJo Dancer
JoJo Dancer
2019-10-09
The most honest attorney in Dallas, Texas!
 
Aaron C
Aaron C
2019-08-01
Sometimes your divorce will take you to court whether you want to go or not. Chris worked with me before each hearing, and though the hearings were stressful, our work paid off, and every time I left the courtroom we had won a battle, big or small.
He is thorough, always prepared, always thinking. Chris is who you want when so much is on the line.