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Estate Executor Information Request
Summary
To address concerns about an estate where your sons are beneficiaries, you can file a Petition for Disclosure in Wise County Court. This petition requests all documents and information the executor has filed with the Texas Attorney General. You can e-file this petition through the Texas eFile system by selecting Other Estate Proceedings under the probate category. Drafting the petition involves stating your relationship to the deceased, specifying your request, explaining why the information is needed, and signing the document.Full Conversation
I need help with my exhusbands estate case where my * sons are beneficiaries and his brother is the exedcutor of the estate. It has already been filed with wise county court and i didnt know that i needed to formally express an interest via filing in court in order to have an appraisal on things. so that was waived for the executor and now he has had my child support case closed with tx attorney general already some how .. I need help figuring out what to do on my own without a lawyer to have some sayso in his
Hello Kasidi,
I'm sorry to hear about your situation. Here's some general guidance on what you might do next:
- **File a Petition in Court**: You may want to file a petition in Wise County Court to challenge the executor’s actions and request an appraisal of the estate assets.
- **Reopen Child Support Case**: Contact the Texas Attorney General’s Office to understand how your child support case was closed and the steps to reopen it.
- **Request an Accounting**: As a beneficiary, you can request a formal accounting of the estate from the executor.
Do you need information on how to file these petitions or any specific forms?
I'm sorry to hear about your situation. Here's some general guidance on what you might do next:
- **File a Petition in Court**: You may want to file a petition in Wise County Court to challenge the executor’s actions and request an appraisal of the estate assets.
- **Reopen Child Support Case**: Contact the Texas Attorney General’s Office to understand how your child support case was closed and the steps to reopen it.
- **Request an Accounting**: As a beneficiary, you can request a formal accounting of the estate from the executor.
Do you need information on how to file these petitions or any specific forms?
yes i do please. I did ask the attorney general and they would not tell me anything except that the executor had filed their own something wouldnt tell me what
Hello Kasidi,
Here are some steps you can take to proceed:
- **File a Petition in Court**: You can file a petition in Wise County Court to challenge the executor’s actions.
- **Reopen Child Support Case**: Contact the Attorney General’s Office again for steps to reopen your case.
- **Request an Accounting**: You can formally request an accounting of the estate from the executor.
Would you like information on specific forms for filing the petition or any other specific guidance?
Here are some steps you can take to proceed:
- **File a Petition in Court**: You can file a petition in Wise County Court to challenge the executor’s actions.
- **Reopen Child Support Case**: Contact the Attorney General’s Office again for steps to reopen your case.
- **Request an Accounting**: You can formally request an accounting of the estate from the executor.
Would you like information on specific forms for filing the petition or any other specific guidance?
yes
Hello Kasidi,
Here are some steps and forms you might need:
- **File a Petition in Court**: Use the "Application for Probate" form to file a petition in Wise County Court.
- **Request an Accounting**: File a "Request for Accounting" form with the court to get a formal accounting from the executor.
Would you like specific guidance on filling out these forms or any other assistance?
Here are some steps and forms you might need:
- **File a Petition in Court**: Use the "Application for Probate" form to file a petition in Wise County Court.
- **Request an Accounting**: File a "Request for Accounting" form with the court to get a formal accounting from the executor.
Would you like specific guidance on filling out these forms or any other assistance?
what is an application for probate
Hello Kasidi,
An "Application for Probate" is a legal document filed with the court to start the process of administering a deceased person’s estate. It generally includes:
- Information about the deceased.
- Details of the estate's assets.
- Nominations for the executor.
Would you like specific steps on how to fill out this form?
An "Application for Probate" is a legal document filed with the court to start the process of administering a deceased person’s estate. It generally includes:
- Information about the deceased.
- Details of the estate's assets.
- Nominations for the executor.
Would you like specific steps on how to fill out this form?
ok i would not need that form. i dont want to be the executor i just want to be informed and included for my sons
Hello Kasidi,
Given your situation, here are some steps you can take:
- **Request an Accounting**: You can file a "Request for Accounting" with the Wise County Court to get detailed information about the estate.
- **File a Petition to Intervene**: Consider filing a petition to intervene in the estate proceedings to ensure your sons' interests are protected.
Would you like guidance on filling out these forms?
Given your situation, here are some steps you can take:
- **Request an Accounting**: You can file a "Request for Accounting" with the Wise County Court to get detailed information about the estate.
- **File a Petition to Intervene**: Consider filing a petition to intervene in the estate proceedings to ensure your sons' interests are protected.
Would you like guidance on filling out these forms?
yes please what is the petition to intervene
Hello Kasidi,
A "Petition to Intervene" is a request to the court to become a party to an ongoing legal proceeding. This allows you to participate and protect your sons' interests. Here are some steps:
- **Draft the Petition**: Include your interest in the case and reasons for intervention.
- **File with Court**: Submit it to the Wise County Court.
Would you like specific guidance on drafting and filing this petition?
A "Petition to Intervene" is a request to the court to become a party to an ongoing legal proceeding. This allows you to participate and protect your sons' interests. Here are some steps:
- **Draft the Petition**: Include your interest in the case and reasons for intervention.
- **File with Court**: Submit it to the Wise County Court.
Would you like specific guidance on drafting and filing this petition?
yes
Hello Kasidi,
Here’s some guidance on drafting and filing a Petition to Intervene:
- **Draft the Petition**:
- **Title**: "Petition to Intervene"
- **Introduction**: State your name and your sons' relationship to the deceased.
- **Interest**: Explain why you and your sons have an interest in the case.
- **Reasons**: Outline the reasons for your intervention, such as protecting your sons' inheritance.
- **Relief Sought**: Specify what you are asking the court to do, e.g., order a detailed accounting.
- **File with Court**:
- **Submit**: Take the completed petition to the Wise County Court Clerk's office.
- **Filing Fee**: Be prepared to pay any applicable filing fees.
Would you like a sample template to help you draft your petition?
Here’s some guidance on drafting and filing a Petition to Intervene:
- **Draft the Petition**:
- **Title**: "Petition to Intervene"
- **Introduction**: State your name and your sons' relationship to the deceased.
- **Interest**: Explain why you and your sons have an interest in the case.
- **Reasons**: Outline the reasons for your intervention, such as protecting your sons' inheritance.
- **Relief Sought**: Specify what you are asking the court to do, e.g., order a detailed accounting.
- **File with Court**:
- **Submit**: Take the completed petition to the Wise County Court Clerk's office.
- **Filing Fee**: Be prepared to pay any applicable filing fees.
Would you like a sample template to help you draft your petition?
is there a petition that request all of the information like whatever the executor has filed with the attorney general
Hello Kasidi,
Yes, you can file a petition to request all information the executor has filed with the Attorney General. This is often known as a "Petition for Disclosure." Here’s how to proceed:
- **Draft the Petition**:
- **Title**: "Petition for Disclosure"
- **Introduction**: State your name and relationship to the deceased.
- **Request**: Specifically ask for all documents and information the executor has filed with the Attorney General.
- **Reasons**: Explain why you need this information to protect your sons' interests.
- **File with Court**:
- **Submit**: Take the completed petition to the Wise County Court Clerk's office.
- **Filing Fee**: Check if there's a filing fee.
Would you like a sample template to help you draft this petition?
Yes, you can file a petition to request all information the executor has filed with the Attorney General. This is often known as a "Petition for Disclosure." Here’s how to proceed:
- **Draft the Petition**:
- **Title**: "Petition for Disclosure"
- **Introduction**: State your name and relationship to the deceased.
- **Request**: Specifically ask for all documents and information the executor has filed with the Attorney General.
- **Reasons**: Explain why you need this information to protect your sons' interests.
- **File with Court**:
- **Submit**: Take the completed petition to the Wise County Court Clerk's office.
- **Filing Fee**: Check if there's a filing fee.
Would you like a sample template to help you draft this petition?
is this available on efile
Hello Kasidi,
Yes, you can e-file petitions in Texas. Here’s how to proceed:
- **E-File the Petition**: Visit the Texas eFile website ([efileTexas.gov](https://www.efiletexas.gov/)).
- **Create an Account**: Register for an account if you don’t already have one.
- **Submit the Petition**: Follow the instructions to upload and submit your petition for Wise County Court.
Would you like guidance on navigating the eFile system?
Yes, you can e-file petitions in Texas. Here’s how to proceed:
- **E-File the Petition**: Visit the Texas eFile website ([efileTexas.gov](https://www.efiletexas.gov/)).
- **Create an Account**: Register for an account if you don’t already have one.
- **Submit the Petition**: Follow the instructions to upload and submit your petition for Wise County Court.
Would you like guidance on navigating the eFile system?
yes please
Hello Kasidi,
Here’s a brief guide on how to navigate the Texas eFile system to submit your petition:
*. **Visit the Website**: Go to [efileTexas.gov](https://www.efiletexas.gov/).
*. **Create an Account**:
- Click on "Register" and fill in your details to create an account.
*. **Prepare Your Petition**:
- Ensure your "Petition for Disclosure" is ready in a PDF format.
*. **Submit the Petition**:
- Log in to your account.
- Select the Wise County Court.
- Upload your petition.
- Follow the prompts to complete the filing process and pay any necessary fees.
Would you like more detailed steps or assistance with any specific part of the e-filing process?
Here’s a brief guide on how to navigate the Texas eFile system to submit your petition:
*. **Visit the Website**: Go to [efileTexas.gov](https://www.efiletexas.gov/).
*. **Create an Account**:
- Click on "Register" and fill in your details to create an account.
*. **Prepare Your Petition**:
- Ensure your "Petition for Disclosure" is ready in a PDF format.
*. **Submit the Petition**:
- Log in to your account.
- Select the Wise County Court.
- Upload your petition.
- Follow the prompts to complete the filing process and pay any necessary fees.
Would you like more detailed steps or assistance with any specific part of the e-filing process?
i have an account already, i just dont know what to choose out of the options when starting this
Hello Kasidi,
Here's how to proceed on the Texas eFile system:
*. **Log In**: Access your account on [efileTexas.gov](https://www.efiletexas.gov/).
*. **Start a New Case**:
- **Select "Start a New Case"**.
- **Court Location**: Choose Wise County Court.
*. **Case Category**:
- Select "Probate" or "Estate".
*. **Case Type**:
- Choose "Petition for Disclosure" or a similar option if available.
*. **Upload Documents**:
- Upload your "Petition for Disclosure" in PDF format.
*. **Review and Submit**:
- Follow the prompts to review and submit your petition.
- Pay any applicable filing fees.
Would you like clarification on any specific step?
Here's how to proceed on the Texas eFile system:
*. **Log In**: Access your account on [efileTexas.gov](https://www.efiletexas.gov/).
*. **Start a New Case**:
- **Select "Start a New Case"**.
- **Court Location**: Choose Wise County Court.
*. **Case Category**:
- Select "Probate" or "Estate".
*. **Case Type**:
- Choose "Petition for Disclosure" or a similar option if available.
*. **Upload Documents**:
- Upload your "Petition for Disclosure" in PDF format.
*. **Review and Submit**:
- Follow the prompts to review and submit your petition.
- Pay any applicable filing fees.
Would you like clarification on any specific step?
would it be letters of testamentary or other estate proceedings
Hello Kasidi,
For your situation, you should likely choose "Other Estate Proceedings" rather than "Letters of Testamentary." Here’s a quick guide:
*. **Log In**: Access your account on [efileTexas.gov](https://www.efiletexas.gov/).
*. **Start a New Case**:
- **Court Location**: Choose Wise County Court.
*. **Case Category**:
- Select "Probate" or "Estate".
*. **Case Type**:
- Choose "Other Estate Proceedings."
*. **Upload Documents**:
- Upload your "Petition for Disclosure" in PDF format.
*. **Review and Submit**:
- Follow the prompts to review and submit your petition.
- Pay any applicable filing fees.
Would you like any further assistance with this process?
For your situation, you should likely choose "Other Estate Proceedings" rather than "Letters of Testamentary." Here’s a quick guide:
*. **Log In**: Access your account on [efileTexas.gov](https://www.efiletexas.gov/).
*. **Start a New Case**:
- **Court Location**: Choose Wise County Court.
*. **Case Category**:
- Select "Probate" or "Estate".
*. **Case Type**:
- Choose "Other Estate Proceedings."
*. **Upload Documents**:
- Upload your "Petition for Disclosure" in PDF format.
*. **Review and Submit**:
- Follow the prompts to review and submit your petition.
- Pay any applicable filing fees.
Would you like any further assistance with this process?
yes how do i write a petition for disclosure
Hello Kasidi,
Here are the steps to draft a Petition for Disclosure:
*. **Title**:
- "Petition for Disclosure"
*. **Introduction**:
- State your name and relationship to the deceased (e.g., "Kasidi Maxwell, mother of two beneficiaries of the estate").
*. **Request**:
- "I request disclosure of all documents and information the executor has filed with the Texas Attorney General."
*. **Reasons**:
- Explain why you need this information (e.g., "To protect my sons' interests as beneficiaries and ensure transparency in the estate administration").
*. **Relief Sought**:
- Specify what you want the court to do (e.g., "Order the executor to provide all relevant documents filed with the Attorney General").
*. **Signature**:
- Sign and date your petition.
**Sample Template**:
```
Petition for Disclosure
I. Introduction
- I, Kasidi Maxwell, am the mother of [Children's Names], who are beneficiaries of the estate of [Deceased's Name].
II. Request
- I respectfully request the disclosure of all documents and information that the executor has filed with the Texas Attorney General regarding the estate of [Deceased
Here are the steps to draft a Petition for Disclosure:
*. **Title**:
- "Petition for Disclosure"
*. **Introduction**:
- State your name and relationship to the deceased (e.g., "Kasidi Maxwell, mother of two beneficiaries of the estate").
*. **Request**:
- "I request disclosure of all documents and information the executor has filed with the Texas Attorney General."
*. **Reasons**:
- Explain why you need this information (e.g., "To protect my sons' interests as beneficiaries and ensure transparency in the estate administration").
*. **Relief Sought**:
- Specify what you want the court to do (e.g., "Order the executor to provide all relevant documents filed with the Attorney General").
*. **Signature**:
- Sign and date your petition.
**Sample Template**:
```
Petition for Disclosure
I. Introduction
- I, Kasidi Maxwell, am the mother of [Children's Names], who are beneficiaries of the estate of [Deceased's Name].
II. Request
- I respectfully request the disclosure of all documents and information that the executor has filed with the Texas Attorney General regarding the estate of [Deceased
do you know what form number that is
Hello Kasidi,
In Texas, there is no specific pre-numbered form for a "Petition for Disclosure." You will need to draft this petition yourself. Here’s a quick outline to help you:
*. **Title**: "Petition for Disclosure"
*. **Introduction**: State your name and relationship to the deceased.
*. **Request**: Specify that you're requesting disclosure of all documents and information filed by the executor with the Attorney General.
*. **Reasons**: Explain why this information is necessary.
*. **Relief Sought**: State what you want the court to do.
*. **Signature**: Sign and date your petition.
Would you like further assistance with any part of this process?
In Texas, there is no specific pre-numbered form for a "Petition for Disclosure." You will need to draft this petition yourself. Here’s a quick outline to help you:
*. **Title**: "Petition for Disclosure"
*. **Introduction**: State your name and relationship to the deceased.
*. **Request**: Specify that you're requesting disclosure of all documents and information filed by the executor with the Attorney General.
*. **Reasons**: Explain why this information is necessary.
*. **Relief Sought**: State what you want the court to do.
*. **Signature**: Sign and date your petition.
Would you like further assistance with any part of this process?
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