The Complete Picture of Your Loved One's Estate
If you have been appointed as an executor or administrator of an estate in Texas, one of your most important responsibilities is filing an Inventory, Appraisement, and List of Claims with the probate court. This document is essentially a complete snapshot of the estate — everything your loved one owned and everything they owed at the time of their passing.
Texas law requires this document to be filed within 90 days of being appointed as the estate's representative. It must list all assets (real estate, bank accounts, investments, vehicles, personal property), their estimated values, and all known debts and claims against the estate.
Getting this document right matters. It protects you as the executor from personal liability, it ensures beneficiaries know exactly what is in the estate, and it satisfies the court's requirements so your probate case stays on track.
Who Needs This Service?
- Appointed executors — You have been appointed as executor or independent administrator and the court requires you to file an inventory within 90 days.
- Self-represented parties — You handled the probate filing yourself but need professional help preparing the inventory document.
- Estates with multiple assets — The estate includes real property, multiple bank accounts, investments, vehicles, or business interests that need to be properly documented.
- Deadline approaching — Your 90-day filing deadline is approaching and you need to get the inventory prepared and filed quickly.
What We Include
- Asset Identification — We work with you to identify and list every asset: real estate, bank accounts, investment accounts, retirement funds, vehicles, jewelry, and personal property.
- Valuation and Claims — We help determine fair market values as of the date of death and document all known debts, liens, and claims against the estate.
- Court Filing — We prepare the inventory in the format required by the Bexar County Probate Court and file it on your behalf.
Transparent Pricing
Our flat fee starts at $750 and includes the consultation, document preparation, and court filing.