Affidavit of Heirship with Will Attached – A Probate Alternative

In Texas, an affidavit of heirship with a will attached is a legal document used to establish the heirs of a deceased individual and provide evidence of their entitlement to inherit the decedent’s property. This affidavit is particularly useful when there is a will which lists the same beneficiaries as those who would inherit through intestacy, as it streamlines the process of identifying and confirming the rightful heirs without the need for a probate administration. 

The affidavit of heirship requires a comprehensive description of the decedent’s family background, identifying all potential heirs and their respective relationships to the deceased. This includes listing all marriages and spouses, all children, and other close relatives. The attached will is an essential component, serving as a key document that shows that the decedent’s wishes regarding the distribution of their assets are the same as the heirs at law.

The affidavit of heirship must be sworn to by the heirs and by two disinterested witnesses, such as friends, neighbors, or acquaintances who has personal knowledge of the family history and relationships. The affiants attest to the accuracy of the information provided in the affidavit, affirming the decedent’s familial connections and the validity of the attached will. These sworn statements helps establish a clear chain of title and assists in the efficient transfer of the decedent’s property to the heirs at law. 

By attaching the will to the affidavit of heirship, the process becomes more straightforward, especially when the estate primarily consists of real property. This method is particularly advantageous when the estate is not subject to debts or disputes. It is important note that this option is only available when the will lists the same beneficiaries in the same portions as how things would pass if there was no will. The combination of the affidavit of heirship and the attached will allows for a cost-effective means of evidencing the transfer of property to the rightful heirs, providing a practical alternative to the more complex and expensive probate proceedings.

It’s important to note that while the affidavit of heirship with a will attached can simplify the transfer of assets, consulting with an attorney is advisable to ensure compliance with Texas laws and to address any potential challenges that may arise during the process. Additionally, the suitability of this approach depends on the specific circumstances of the estate and the nature of the assets involved.

DISCLAIMER

Information in this article is provided for general informational and educational purposes only and is not offered as legal advice upon which anyone may rely. The law changes. Legal counsel relating to your individual needs and circumstances is advisable before taking any action that has legal consequences. Consult your tax advisor as well. This firm does not represent you unless and until it is expressly retained in writing to do so.
Benjamin C. Harris PLLC. All rights reserved worldwide. Benjamin C. Harris. More information is available at his website, www.BCHarrisLaw.com.