Appointment Discussion Checklist | Texas Estate Administrator

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County, court, and cause numberIf a case is open, note the court and the current status.Existing appointment and court ordersHave the appointment order, letters, and bond information if available.Will and basic family informationNote whether a will is available and who is currently involved.A general list of assetsInclude real property and other assets that need administration.Known claims and obligationsInclude mortgages, taxes, notices, and known estate expenses.Property and title documentsGather deeds, contracts, or title information relevant to immediate concerns.Dates or matters needing attentionFlag a hearing, response date, property concern, or proposed closing.Existing counsel and the proposed roleIdentify current counsel and why an administrator is being considered.

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