Know the steps. Help families through them.
Paralegals often explain the same process again and again. Clear, accurate resources can save time and help families feel less overwhelmed.
Executor step-by-step guide
Nine plain-English steps, from securing the house to closing the estate.
Read the guideCounty courts and appraisal districts
Where families go, in plain language, across Dallas-Fort Worth.
A checklist families can keep
What to do about the house, in order, with common mistakes to avoid.
Free resources for paralegals
The nine steps for an executor
A one-page overview of the nine steps most Texas executors take, from securing the house to closing the estate.
Read the pageCourts and appraisal districts
A plain-English map of the county offices an executor or heir may need to contact in Dallas-Fort Worth, and what each one handles.
Read the pageCommon mistakes with an inherited house
Eight mistakes that cost families time and money after a death, and what to do instead.
Read the pageExplaining the house side
A short talking guide for paralegals who field questions about the house, including how to point families to neutral resources.
Read the pageTell me what would help.
Book a call or phone me, and share what your clients ask most.