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 10 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—
• Attorney’s Certificate of Providing Notice Pursuant to Tex Est C §308.002. Form 7-25.1 and Form 8-26.1.
• Attorney’s Certificate of Providing Notice of Account for Final Settlement (§362.005). Form 8-46.2.
• Certificate of Compliance with Section 202.057. Form 10-2.2.
• Letter to Independent Personal Representative Regarding Duties. Form 7-20.
• Personal Representative’s Affidavit of Providing Notice Pursuant to Tex Est C §308.002. Form 7-25.
• Letter to Dependent Personal Representative Regarding Duties. Form 8-19.
• Letter to Independent Personal Representative. Form 14-1.
• Letter to Dependent Personal Representative. Form 14-2.
• Additionally, all affidavits have been revised to allow a witness to sign in three different ways—before
a county clerk or a deputy county clerk in open court, before a notary public, or with an Unsworn
Declaration. With an Unsworn Declaration witnesses don’t need to search for a notary public or a clerk
when signing affidavits in probate courts.
• Zoom hearings have exposed an anomaly in the Estate Code regarding when deadlines for various duties
of the personal representative begin to run. §7:51. See also the Chart in §2:06.
• Foreign wills and probate documents not in English that are recorded in the deed records of the Texas
county where the decedent’s real property is located must include a correct English translation along with
the authenticated copies. §13:21.
• When required, personal service on a person outside Texas can be accomplished by any disinterested
person who is competent to make an oath. §§7:21, 8:21, 9:14.
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.