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 8 HIGHLIGHTS
This edition brings you—
More than 40 revised forms including these:
- Engagement Letter — Joint Representation — Executors. Form 1-9
- Engagement Letter — Joint Representation —Beneficiaries. Form 1-10
- Application for Probate of Will and Issuance of Letters Testamentary. Form 7-2
- Application for Probate of Copy of Will and Issuance of Letters Testamentary. Form 7-3
- Application for Probate of Will and Issuance of Letters of Independent Administration. Form 7-4
- Application for Probate of Will and Issuance of Letters Testamentary. Form 8-3
- Application for Probate of Copy of Will and Issuance of Letters Testamentary. Form 8-4
- Application for Probate of Will and Issuance of Letters of Dependent Administration With Will Annexed. Form 8-5
- Application for Letters of Dependent Administration. Form 8-6
- Waiver of Citation by Distributee Pursuant to §258.002. Form 8-6.1
Muniment of Title
- Application for Probate of Will as a Muniment of Title. Form 9-2
- Application for Probate of Will as a Muniment of Title (Will Not Produced). Form 9-3
- Application for Probate of Will as a Muniment of Title (Will Not Self-Proved). Form 9-4
- Proof of Death and Other Facts. Form 9-5
And revised text covering:
- Increased ceiling for qualifying as a small estate. §§2:16, 11:01
- Who are a nonresident decedent’s “next of kin” for purposes of determining venue. §5:03
- Requirement that applications for probate include partial social security and driver’s license numbers of applicant and decedent. §§7:10, 8:10, 9:10.
- Posting of notice to creditors when there is no newspaper of general circulation in the county where letters were issued. §§7:62, 8:72
- Penalty for misrepresentation by Independent Executor in Affidavit in Lieu of Inventory §7:80
- Extended deadline for filing first account by personal representative. 8:120
- Admission of copy of a lost foreign will to probate. §§13:40, 13:41
- Independent Executor’s options when faced with distributing estate assets in undivided interests. §15:60
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.