“Helpful and Trustworthy Attorney”
I was really sad that I even had to hire an attorney to deal with parts of my family when my dad died but he really helped me get through the process and was SO knowledgeable on everything that was going on.
Texas Non-Probate Assets
To learn more about non-probate assets, schedule a consultation with Attorneys Keith Morris & Stacy Kelly today by calling (346) 384-8768 in Houston and (817) 532-6797 in Fort Worth or submitting an online form.
“Helpful and Trustworthy Attorney”
“Ryan and team were very professional and empathetic regarding probating my sister’s estate.”
“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.”
“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.”
Keith and his team were fantastic. We had heard horror stories of the probate process but our experience was fast and flawless with Keith. The loss of our loved one was very unexpected and the estate was complicated. Considering the circumstances I can honestly say it couldn’t have gone any better. I have already recommended Keith to others and will continue to.
- Thomas M.
“Thank you, Keith, I truly appreciate you.”
“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 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.”
“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.”
“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 (346) 384-8768 in Houston and (817) 532-6797 in Fort Worth or submitting an online contact form.
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Six-Figure Settlement Reached
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Hearing Won
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WE have vast experience protecting the rights of Texans in these areas.
Have you lost a loved one and need to settle his or her estate? Do you need the estate administered correctly? Are you concerned that someone may be taking advantage of your relative’s death? Are you concerned about ensuring that the wishes of the deceased are honored?
If the answer to any of these questions is yes, our Texas law firm can help. We can assist you with questions related to inheritance law, will contests, guardianships, property rights, will forms, conservatorships, codicils, intestacy, and more. When you need a probate lawyer in Texas, call Keith Morris & Stacy Kelly.
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Contact the firm today to discuss your case during a free consultation and explore your options.