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Providing Individualized Legal Service Throughout the State of Texas with Offices in Houston and Fort Worth
Houston 713-636-5339
Fort Worth 817-442-2048
Keith Morris Attorney at Law Keith Morris Attorney at Law
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Texas Non-Probate Assets

To learn more about non-probate assets, schedule a consultation with Attorney Keith Morris today by calling (713) 636-5339 in Houston and (817) 442-2048 in Fort Worth or submitting an online form.

    "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 ...

    - Thomas M.
    "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 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."

    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."

    Keith is very professional and was able to settle my family dispute.

    - Susan
    "Keith handled our case with both dignity and professionalism that is always needed in a disputed guardianship case."

    Keith would be the one attorney I hope I never set on the opposite side of the table against.

    - Bruce
    "Compassionate, no-nonsense, and fair."

    Mr. Morris represented me in a complicated and nasty probate matter. I am a paralegal and must say that Mr. Morris is in the top .5 of the 1% of excellent lawyers.

    - Jennifer L.
    "Made everything very easy."

    Keith was easy to reach and had a lot of knowledge about estate planning. He helped me and my family with our wills and helped set up trusts for my kids.

    - Oda

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. A probate attorney like Keith Morris, Attorney at Law 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 (713) 636-5339 in Houston and (817) 442-2048 in Fort Worth or submitting an online contact form.

Success that Speaks for Itself

Case Results
  • Dispute Resolved Estate Administration & Division of Assets

    Resolved highly contentious ongoing dispute over father’s estate and division of assets between son and daughter.

  • Dispute Resolved Estate Administration Case

    Successfully resolved case between two siblings fighting over cash and personal property of their father.

  • Hearing Won Evidentiary Hearing

    Won lengthy evidentiary hearing to prove client was not in contempt of court to avoid sanction or jail time.

  • Case Won Guardianship Case

    Won trial to exclude wife to serve as guardian of gentleman she married that was at least twice her age.

  • Six-Figure Settlement Reached Multi-Million Dollar Estate Case

    Obtained six-figure settlement after jury was seated for adopted child in multi-million dollar estate case after adoption was disputed.

Why Choose Keith Morris, Attorney at Law?

  • Personalized Attention
    If you call Keith Morris, he will personally pick up the phone and handle your case with the attention it deserves.
  • Free Consultations
    Your first free case evaluation with us can be done through video conference, phone call, or an in-person meeting.
  • Aggressive Litigator
    Keith Morris is proud to be the litigator that takes on the most complicated and difficult cases to court and getting his clients optimal results.
  • Extensive Experience
    With over 20 years of legal experience, Keith Morris has devoted his efforts to sharpening his skills in probate, trust, and estate planning and litigation.
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Contact the firm today to discuss your case during a free consultation and explore your options.