What Does an Executor Do in Texas? A Plain-English Checklist

Being named executor in a loved one's will is an honor, and it can also feel overwhelming. You're suddenly responsible for someone else's affairs, often while you're grieving. Here's a plain-English look at what a Texas executor typically does, from the first week to the final distribution.

First, get the right help

An executor's duties are set by Texas law and by the will itself. A probate attorney will guide you through the court process, deadlines and paperwork. This checklist is a starting point for that conversation, not a substitute for it.

In the first few weeks

• Locate the original will and any other estate planning documents
• Order several certified copies of the death certificate
• Secure the home, vehicles and valuables
• Keep insurance and utilities active on the house
• Collect mail and make a list of bills, accounts and debts
• Meet with a probate attorney to file the will with the court

Once the court appoints you

In Texas, the court typically issues letters testamentary once the will is admitted and the executor qualifies. Those letters are your proof of authority. With them, you can usually:

• Open an estate bank account
• Gather and protect the estate's assets
• Pay valid debts, final bills and expenses from estate funds
• Handle the house: keep it, rent it or sell it, depending on the will and your attorney's advice

Taking care of the house

For many families, the house is the biggest asset in the estate. As executor, you'll want to keep it insured, maintained and secure, document its condition and get a realistic sense of its value. If the plan is to sell, a Realtor who works with inherited homes can prepare it and coordinate with your attorney so nothing is signed before you have authority.

Keeping records

Keep receipts and notes for everything you spend and receive on behalf of the estate. Your attorney will need them, and good records protect you if a family member ever has questions.

Closing out the estate

Once debts and expenses are paid and the property is sold or transferred, the remaining assets are distributed to the beneficiaries named in the will. Your attorney will tell you what final steps the court requires.

Need help with the house?

Southern Luxe Group helps executors in Austin, Round Rock, Georgetown, Cedar Park and Bryan–College Station with the property side of an estate. Get a no-pressure plan for the property or call Trina at (512) 629-9050.

This article is general information, not legal advice. Please consult a Texas probate attorney about your situation.