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.”

- Thomas M.

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
  • Multi-Million Dollar Trust Dispute Won Summary Judgment

    Won summary judgment for prominent South Texas family in multi-million-dollar trust dispute over real property.

  • Guardianship Case Case Won

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

  • Evidentiary Hearing Hearing Won

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

  • Multi-Million Dollar International Estate Settlement Reached

    Successfully negotiated settlement between surviving spouse and foreign advisers in multi-million dollar international estate.

  • Estate Administration Case Dispute Resolved

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

  • Estate Administration & Division of Assets Dispute Resolved

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

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

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

  • Probate Case Successful Verdict

    Obtained verdict for daughter that reunited with her father after being estranged and offered will for probate but was contested by her sister.

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.