Understanding Independent vs. Dependent Administration in Texas Probate

Texas Probate

When navigating Texas probate administrations, one of the most important distinctions to understand is the difference between independent and dependent administration. This choice can significantly impact the complexity, duration, and cost of the probate process. In Texas, the vast majority of probate administrations are independent, which typically offers considerable advantages over dependent administration.

Independent administration allows the executor or administrator to manage the estate with minimal court supervision. Once appointed, the personal representative can sell assets, pay debts, and distribute property without seeking court approval for each action. The primary requirements are filing an inventory within 90 days, providing notices to creditors and beneficiaries, and maintaining proper records. This streamlined approach typically results in faster resolution and lower costs.

Dependent administration, on the other hand, requires the personal representative to seek court approval for virtually every significant action. This includes selling property, paying claims, and making distributions to beneficiaries. The court maintains close supervision throughout the process, which can lead to increased attorney fees, longer timelines, and more administrative burden. In cases where there are no significant creditors, this burden generally outweighs any potential benefits of court supervision.

The choice between independent and dependent administration is typically determined by the will’s provisions or, in intestate cases, by agreement among the heirs. A well-drafted will should include language granting independent administration powers to avoid the need for court supervision. When no will exists, all heirs must agree to independent administration, or the court will order dependent administration.

Understanding these options is crucial for anyone involved in Texas probate. Independent administration offers efficiency and cost savings, while dependent administration provides additional court oversight when disputes or complex issues arise. Consulting with an experienced probate attorney can help determine the most appropriate approach for your specific situation and ensure the estate is administered efficiently and in accordance with Texas law.

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.