What are the Top 5 Things I Need to Do After a Loved One Dies? by Whitney L. Thompson

What are the Top 5 Things I Need to Do After a Loved One Dies? by Whitney L. Thompson

Losing a loved one can feel overwhelming, especially when it comes to the many legal and practical matters that follow. This video breaks down the top five steps you need to take after someone passes away, with a clear focus on what families in Houston and across Texas should know. We walk you through what needs immediate attention and how to move forward without making costly mistakes. Whether you're navigating probate court, collecting essential documents, or handling final tax obligations, this guide will help you understand the process in a manageable way.

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In Texas, the probate process can involve several different legal paths depending on the size of the estate, whether a valid will exists, and the number of outstanding debts. We explain how formal probate administration works, including Independent Administration and Dependent Administration, and when simplified options like a Small Estate Affidavit or Probate as a Muniment of Title may be available. Each option comes with its own procedures, and having the right legal support in place helps ensure that nothing is missed.

We also explain the roles of the personal representative, including the difference between an executor and an administrator. An executor is named in a valid Last Will and Testament and must be formally appointed by a Texas probate court to receive Letters Testamentary. When no will exists, the court appoints an administrator, who is issued Letters of Administration. These documents are key to accessing estate assets and carrying out responsibilities on behalf of the estate.

Houston attorney Whitney L. Thompson and her team at The Law Office of Whitney L. Thompson have helped many families navigate probate and estate administration throughout Texas. Whitney’s background includes work in the wills, probate, and guardianship clinic at Thurgood Marshall School of Law. Today, her practice focuses on helping clients in Houston manage probate court proceedings, locate essential documents, organize financial records, and resolve estate debts in compliance with the Texas Estates Code.

The video covers how to obtain certified copies of a death certificate through the Texas Department of State Health Services or the county clerk’s office, and why these documents are required to notify institutions such as the Social Security Administration, Veterans Affairs, and financial organizations. We also explain how to protect the estate from identity theft by contacting credit bureaus like Equifax, Experian, and TransUnion.

For families dealing with property or financial accounts, we discuss the difference between probate and non-probate assets, and how to file the Inventory, Appraisement, and List of Claims with the court. This step ensures that assets are properly documented and legally transferred to the correct heirs.

At The Law Office of Whitney L. Thompson, the team understands how important it is to follow every step carefully and in accordance with Texas law. If you need help navigating probate in Houston or have questions about your legal role as a personal representative, contact the firm today at (281) 214-0173 to schedule a consultation. Let a trusted Houston probate attorney help you move forward with confidence and clarity.

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