09/01/2026
Are your accounts with beneficiaries going through probate in Texas?
This is a common question for families navigating estate matters. While many accounts with named beneficiaries are designed to bypass probate, saving considerable time and legal fees, this isn't always the case.
Situations like a missing or outdated beneficiary designation, or a beneficiary who passed away before the account holder, can inadvertently route these assets through the probate court. It's essential to understand that a will cannot override a beneficiary designation; the designation always takes precedence.
Regularly reviewing and updating these forms, especially after major life events like marriage, divorce, or the birth of a child, is one of the most practical steps you can take. For families in the greater Houston area facing these complexities, consulting with a local attorney familiar with Texas law can provide clarity and ensure your estate plan functions as intended, offering peace of mind during a difficult time.
www.holtsclawlaw.com