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Bexar County Estate Planning

Getting a Will in Texas

In Texas, a will, also known as a Last Will and Testament, is a legal document that allows you to outline your wishes regarding the distribution of your assets and the appointment of an executor to handle your estate after your death. To create a valid will in Texas, there are several key elements you should include:

  1. Testamentary Capacity: You must be of sound mind and at least 18 years old to create a will in Texas. This means you must understand the nature and extent of your property and the effects of creating a will.
  2. Intent: You must have the intent to create a will and express your wishes regarding the distribution of your assets.
  3. In Writing: In Texas, a will must be in writing. It can be handwritten (holographic will), typewritten, or printed. Oral wills are generally not recognized.
  4. Signature: You must sign the will, or someone else can sign it at your direction and in your presence. If someone else signs for you, it should be done in your presence and under your direction.
  5. Witnesses: The will must be attested and signed by two or more credible witnesses who are at least 14 years old. These witnesses must be disinterested parties, meaning they can’t be beneficiaries or related to beneficiaries under the will. Their role is to witness your signature and confirm that the will reflects your wishes. Texas does not require a notary public to witness the signing of a will, but it can be helpful.
  6. Beneficiaries: You should clearly identify the beneficiaries who will receive your assets and property. Provide their full names and specify what they will inherit. Be as specific and detailed as possible.
  7. Executor: You can name an executor in your will, the person responsible for administering your estate according to your wishes. Make sure to choose someone you trust and who is willing to take on this responsibility. It’s a good idea to name an alternate executor in case the primary one is unable or unwilling to serve.
  8. Residuary Clause: Include a clause that addresses how any remaining assets or property should be distributed if you haven’t specified it elsewhere in your will.
  9. Revocation Clause: You may include a provision revoking any prior wills or codicils (amendments) to ensure that your most recent will is the one that will be followed.
  10. Date: Include the date on which the will is signed to establish when the will was executed.
  11. Self-Proving Affidavit: While not required, you can attach a self-proving affidavit to your will, which simplifies the probate process. This document is typically signed by you and your witnesses in the presence of a notary public and confirms the validity of the will. It can help avoid the need for witnesses to testify in court during probate.

Keep in mind that if your will doesn’t meet the legal requirements of Texas, it may not be considered valid, and your estate may be distributed according to state intestacy laws. It’s recommended to consult with an attorney to ensure your will complies with Texas law and accurately reflects your wishes.

Conclusion

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