Includes 200+ custom drafted forms
No better timesaver exists than a well-drafted, on-point form. Here are over 170, plus a law-and-procedure outline. Keith Branyon’s formbook will help you deal with the ever-increasing pressure to do more in less time, covering each procedural step with:
- The relevant code sections.
- Summaries of the interpretive cases.
- Advice for avoiding common pitfalls.
- A complete collection of practice-proven forms.
All forms are custom-drafted in plain English specifically for use in Texas by one of the state’s top probate practitioners. Here are some of the topics covered by the book’s many forms:
- Initial representation
- Independent administration
- Dependent administration
- Other options
- Foreign wills
- Contested matters
A timesaving combination of forms and law from one of Texas’ top practitioners.
Keith Branyon’s new formbook will help you deal with the ever-increasing pressures to do more in less time.
This book covers each key procedural step in the probate process with the relevant code sections, summaries of the interpretive cases, and advice for avoiding common pitfalls.
REVISION 9 HIGHLIGHTS
This timesaving combination of forms and law covers each key procedural step in the probate process with the relevant code sections, summaries of the interpretive cases, and advice for avoiding common pitfalls.
This edition brings you—
- Affidavit Regarding Notice Pursuant to Tex Est C §452.006(c). Form 6-6.1
- Notice to Heirs When Will Is Offered More Than Four Years From Date of Death [§258.051]. Form 9-4.2
- Waiver of Heir Regarding Will Filed More Than Four Years From Date of Death [§258.051]. Form 9-4.3
Revised and new text covering:
- Whether the “default” of a third person can be imputed to a probate will applicant. §§2:02, 7:02, 8:02, 9:03
- Providing notice to heirs. 6:17
- Nontestamentary assets. §§7.78, 8:87
- Procedures for selling real estate and personal property at public auctions. 8:111
- Determining whether muniment of title is appropriate. 9:02
- Necessary witnesses at the hearing of an heirship application. 10:21
Helpful practice pointers including:
- Filing probate applications electronically. §§7:14, 8:13, 9:12
- Situations requiring personal service. §§7:21, 8:21, 9:14, 10:14
- Contingent-fee contracts. 7:71
- Recording a foreign will. 13:21
- Objecting to the assigned statutory probate judge. 15:02
ABBREVIATED TABLE OF CONTENTS
CHAPTER 1: CLIENT ENGAGEMENT
CHAPTER 2: PROBATE OPTIONS & CONSIDERATIONS
CHAPTER 3: EMERGENCY PROCEDURES
CHAPTER 4: PERSONAL REPRESENTATIVE
CHAPTER 5: VENUE & JURISDICTION
CHAPTER 6: TEMPORARY ADMINISTRATION
CHAPTER 7: INDEPENDENT ADMINISTRATION
CHAPTER 8: DEPENDENT ADMINISTRATION
CHAPTER 9: MUNIMENT OF TITLE
CHAPTER 10: DETERMINATION OF HEIRSHIP
CHAPTER 11: MISCELLANEOUS PROCEDURES
CHAPTER 12: CREDITORS
CHAPTER 13: FOREIGN WILLS
CHAPTER 14: TAX CONSIDERATIONS
CHAPTER 15: CONTESTED MATTERS
APPENDIX: A LOGICAL GUIDE TO THE TEXAS ESTATES CODE
TABLE OF STATUTES
TABLE OF CASES
TABLE FOR NEW TEXAS ESTATES CODE
ABOUT THE AUTHOR
M. Keith Branyon has focused his practice on estate planning, probate, guardianship, and tax since 1984. He is also an experienced litigator in probate and guardianship cases, including will contests and guardianship disputes.
Mr. Branyon is a Fellow of the American College of Trust and Estate Counsel. He has been certified by the Texas Board of Legal Specialization in Estate Planning and Probate Law since 1988 and in Tax Law since 1990. Mr. Branyon served for five years as Chair of the Advisory Commission for the Estate Planning and Probate specialty, and for five years as Chair of both the Advisory Commission and Exam Writing Commission for the Tax Law Specialty. Mr. Branyon has served on the Planning Committee for TexasBarCLE’s annual Advanced Estate Planning and Probate Course and has been a speaker at numerous seminars on various probate topics.
Mr. Branyon has an AV Martindale rating. A partner at Jackson Walker in Fort Worth, Mr. Branyon is also a Certified Public Accountant.