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Probate

Texas Small Estate Affidavit: Skipping Probate Under $75,000

October 20, 2026 by Rachel Monroe

How the Texas small estate affidavit works: the $75,000 limit, the 30-day wait, who has to sign, how a judge approves it, and when it can transfer a homestead.

Categories Estate Planning, Probate

Summary Administration in Florida: The Small-Estate Probate Shortcut

October 20, 2026October 19, 2026 by Rachel Monroe

How Florida summary administration works: the $75,000 threshold, the two-year rule, who files the petition, creditor risk, and how the court transfers assets without a full probate.

Categories Estate Planning, Probate

Texas Lady Bird Deeds: Retained Control and Probate Avoidance

October 20, 2026October 19, 2026 by Rachel Monroe

A plain-language look at Texas lady bird (enhanced life estate) deeds: how they keep an owner in full control, pass property outside probate, interact with Medicaid estate recovery, and compare to the statutory transfer on death deed.

Categories Estate Planning, Probate

How to Use a Transfer on Death Deed in Texas

October 20, 2026October 19, 2026 by Rachel Monroe

A Texas transfer on death deed lets an owner name a beneficiary who inherits real property outside probate. Here are the statutory requirements, recording steps, revocation rules, and what happens at death.

Categories Estate Planning, Probate

How to Use a Transfer on Death Deed in California

October 15, 2026October 14, 2026 by Rachel Monroe

A California transfer on death deed names who inherits a home at death without probate. It covers residential property with up to four units, must be notarized and recorded within 60 days, and can be revoked any time before death.

Categories Estate Planning, Probate

California Small Estate Affidavit: Transfer Assets Without Probate

October 16, 2026October 14, 2026 by Rachel Monroe

A California small estate affidavit transfers a deceased person’s personal property without probate when the estate is worth $184,500 or less. Here are the rules, the 40-day wait, and what the affidavit must say.

Categories Estate Planning, Probate

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