For adult children in Texas
Everything to do in the first weeks, organized into one binder.
Answer a few questions about your situation. Get back a first-72-hours checklist, who to notify with the actual Texas agency names, a document gathering list, account-closure scripts, a timeline, and the questions to bring to a probate attorney if you need one.
Within a few hours
- No call, no meeting, no account
- Prepared under a 17-year supply chain principal
- Full refund if it cannot be produced from what you send
Who this is for
Adult child in Texas who just lost a parent and does not know where to start
Sibling group trying to coordinate who calls which agency
Person handling affairs for a parent with no will or an unclear one
Someone who needs a probate attorney but wants to walk in with questions already organized
“Your parent just died and you are getting calls from the funeral home, the bank, and Social Security within days of each other, with no idea which comes first, what documents you need, or which Texas agency to call. Missing a deadline like the Social Security death notification or letting a subscription auto-draft from a closed account costs real money and adds weeks to an already hard process.”
What you get
- First-72-hours checklist
- Who-to-notify list with Texas agency names
- Document gathering list
- Account closure scripts for banks, utilities and subscriptions
- Timeline of what happens when
- Questions to ask a probate attorney if one is needed
Inside the document
First 72 hours: obtain death certificate (order 10+ certified copies), notify Social Security, secure the home
Notify: Texas DMV (title transfer), Social Security Administration, deceased's employer/pension
Documents to gather: will (if any), deed, vehicle titles, life insurance policies, most recent tax return
Bank call script: I am calling to report the death of [name], account ending ####...
Probate attorney questions: is probate required given a will exists / does not exist
What changes after delivery
Within a few hours you have a first-72-hours checklist, the actual Texas agency names and numbers to call, a document list, and scripts for the bank and utility calls. You can start making calls in the right order today instead of guessing, and you know exactly what to ask a probate attorney if you need one.
How people use it
- 1Work through the checklist in order as you make calls
- 2Use the scripts verbatim when calling banks and utilities
- 3Bring the attorney question list to your first probate consultation
How this compares
How it works
Fill the form
Five minutes. Attach what you have.
Pay $37
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Production runs
Numbers computed on our servers; analysis checked against public records.
Delivered by email
Usually within 24 hours, as a document you can print or forward.
Order: Texas Estate Binder: What To Do When A Parent Dies (organizer)
⏰ About 5 minutes · a handful of questions
Questions
Does this replace a probate attorney?
No. This organizes the practical first steps. If probate is needed or the estate is contested, talk to a licensed Texas attorney; the binder gives you the questions to bring.
Will this tell me if probate is required?
It flags when probate is commonly needed based on what you describe, but only a Texas attorney can confirm your specific case.
How fast is delivery?
Most binders are delivered within a few hours, given the time-sensitive nature.
Refunds?
If the binder cannot be produced from what you submitted, full refund. Delivered binders are non-refundable.
Written by a practitioner using actual Texas agency names and procedures, not a generic national checklist, with a refund if the binder cannot be produced from what you send.
Sudip Malakar, Principal · Malakar Consulting