Texas Non-Probate Assets
To learn more about non-probate assets, schedule a consultation with Attorneys Keith Morris & Stacy Kelly today by calling (713) 636-5339 in Houston and (817) 442-2048 in Fort Worth or submitting an online form.
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"Ryan & Keith genuinely care about their clients."
Ryan McCreay genuinely cares about his clients. He patiently outlined the timeline in obtaining this overage, along with ...
- Gerard P. -
"Ryan and team were very professional and empathetic regarding probating my sister's estate."
They were caring and kind all the way through the process. I highly recommend them to anyone entitled to claim leftover funds from foreclosure or who need to probate an estate for a loved one. Here is a picture of myself and my lovely sister, Karen!
- Shirley H. -
"After my Mom passed away and her house was foreclosed on, Ryan of Conscious Dealz helped me get the excess funds from the foreclosure."
He told me the amount I would receive at the beginning of the process. He also told me that I would never have to step inside of a court room, which I didn't want to due to the complex challenges of probate court. Ryan and his team worked very hard for me.
- AJ J. -
"Keith and his team were fantastic."
Keith and his team were fantastic. We had heard horror stories of the probate process but our experience was fast and ...
- Thomas M. -
"Thank you, Keith, I truly appreciate you."
He researched my problem, consulted another expert just for a second opinion, and responded to me with the answers I needed. He is a SUPER PERSON.
- Kathie -
"He was responsive and found the right resources for us."
He helped my family navigate a unique probate and trust process right at the end of the year.
- Previous Client -
"He is aggressive in court room while remaining respectful and compassionate to other lawyers and his clients."
Keith is one of the finest and technically proficient lawyers I have ever met.
- Jennifer -
"Whenever I had a question or concern, all I had to do was call or email Keith."
Keith is very professional and was able to settle my family dispute.
- Susan
Texas Non-Probate Assets
Sometimes when individuals do estate planning, they place money in accounts and other types of savings vehicles that require that a beneficiary be listed. If those accounts or insurance policies have a beneficiary then that contractual arrangement changes the character of the asset. All assets do not necessarily need to be distributed by Texas probate. Some of these assets include:
- Insurance policies
- IRAs
- KEOGHs
- Pensions
- Profit sharing plans
- 401(k) plans
- Property owned in joint tenancy with a right of survivorship
- Assets in trusts
- Money held in Transfer on Death (TOD) or Payable on Death (POD) bank accounts
In most cases, these non-probate assets can pass directly to the beneficiary, as long as that person is named as the beneficiary in the policy or account documents. Probate attorneys like Keith Morris & Stacy Kelly can help you determine whether assets must be administered, and can very often help you avoid many of the costs involved with Texas probate proceedings.
To get help or find out more information about Texas probate laws, please contact a Probate attorney today by calling (713) 636-5339 in Houston and (817) 442-2048 in Fort Worth or submitting an online contact form.
Success that Speaks for Itself
Case Results
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Dispute Resolved Estate Administration & Division of Assets
Resolved highly contentious ongoing dispute over father’s estate and division of assets between son and daughter.
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Dispute Resolved Estate Administration Case
Successfully resolved case between two siblings fighting over cash and personal property of their father.
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Hearing Won Evidentiary Hearing
Won lengthy evidentiary hearing to prove client was not in contempt of court to avoid sanction or jail time.
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Case Won Guardianship Case
Won trial to exclude wife to serve as guardian of gentleman she married that was at least twice her age.
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Six-Figure Settlement Reached Multi-Million Dollar Estate Case
Obtained six-figure settlement after jury was seated for adopted child in multi-million dollar estate case after adoption was disputed.
Why Choose Attorneys Keith Morris & Stacy Kelly?
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Extensive Experience
With over 40+ years of combined legal experience, Keith Morris & Stacy Kelly devoted their efforts to sharpening their skills in probate, trust, and estate planning and litigation.
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Aggressive Litigators
Keith Morris & Stacy Kelly are proud to be the litigators that takes on the most complicated and difficult cases to court and getting their clients optimal results.
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Free ConsultationsYour first free case evaluation with us can be done through video conference, phone call, or an in-person meeting.
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Personalized Attention
If you call our firm, we will personally pick up the phone and handle your case with the attention it deserves.
Contact the firm today to discuss your case during a free consultation and explore your options.