Here for you, here to help.

214-423-5100

Albin Yates Balius Roach, Attorneys at Law

Advancing Integrity. Preserving Truth.

Here for you, here to help.

214-423-5100

Erin is representing me in a divorce action and has been very helpful throughout the process that is ongoing at this point. She typically returns phone calls immediately and is direct and to the point. I would consider her a true, no nonsense attorney, who does care for her clients from my experience thus far.

— M.C., Denton County

Probate of Wills




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Our Frisco and Plano Probate Lawyers Assists Estate Executors

The executor initiates and conducts the various tasks involved in probating a will. Typically, the will contains a clause that names the executor, who is often a loved one of the deceased. Commonly, the loved one has never probated a will before and may feel overwhelmed by the job at a time when he or she is mourning a tremendous loss.

If you have been named the executor of a will, you can count on Albin Roach for help. Our firm provides you with as much or as little assistance as you need. If you have probated a will in the past and are just uncertain about a few points, we answer any questions you may have. If you need comprehensive guidance, our attorneys take you step-by-step through the process from initiating probate to closing the estate.

Duties of an Executor

The executor undertakes a wide spectrum of duties, many of which incorporate investigatory, financial, accounting and legal acumen. Our firm evaluates the will and prepares a checklist that we walk you through, including:

  • File the last will and testament with the Texas probate court
  • Locate assets belonging to the decedent
  • Submit an inventory of the estate within 90 days after you are appointed
  • Maintain and preserve property
  • Open bank accounts for the estate and close the decedent’s accounts
  • Transfer assets to the estate
  • Pay estate taxes and any other taxes owed to the IRS and Texas
  • Notify creditors and pay valid debts
  • Pursue claims against third parties who may owe the estate money
  • Notify beneficiaries within 60 days after you are appointed
  • Distribute bequests in accordance with the will

Fiduciary Duties of the Executor

The executor is considered a fiduciary. As such, you must act in the beneficiaries’ best interests, including:

  • Avoid conflicts of interests
  • Receive no personal benefit from your position
  • Act with diligence to complete your executor duties
  • Make your best effort to perform each task
  • Abide by the terms presented in the will
  • Follow the federal and Texas laws
  • Behave honestly, ethically and legally

Preserving Assets of the Estate

Depending on the complexity of the estate and the length of probate, you may have to engage in considerable action to preserve the assets. Our Frisco and Plano probate lawyers help you arrange to:

  • Pay mortgages, taxes, insurance and utilities on real estate
  • Maintain landscaping and make repairs as needed to avoid real property deterioration
  • Establish security against vandalism or burglary of vacant property
  • Make loan payments on cars, boats, electronics and other assets
  • Cancel monthly payments for personal services, such as movie streaming, gym memberships and health insurance
  • File claims for health, auto, life or casualty insurance reimbursement

For Assistance with Your Executor Duties, Consult with Our Experienced Frisco and Plano Probate Lawyer

Albin Roach guides you through the process of probating an estate. For more information about probate, call our Frisco and Plano probate lawyers at 214-423-5100 or contact us online.