The San Antonio II Office of the Law Office of Bryan Fagan, PLLC provides comprehensive estate and asset management support for families navigating probate throughout San Antonio and Bexar County. When a loved one passes away, an executor or administrator is responsible for locating, protecting, valuing, and distributing estate assets—responsibilities that can quickly feel overwhelming without experienced legal guidance.
Texas probate law imposes strict duties on executors, and even minor errors can delay probate or create personal liability. Our San Antonio II probate attorneys offer clear, structured assistance to help executors fulfill their responsibilities accurately and efficiently. From preparing the Inventory, Appraisement & List of Claims to securing real estate and reviewing creditor claims, our team supports every stage of estate administration.
What Estate Management Means in Texas Probate
After court appointment, executors and administrators must complete several legally required duties, including:
- Identifying all estate assets
- Securing property, vehicles, valuables, and important documents
- Locating deeds, bank accounts, insurance policies, and investments
- Preparing the Inventory, Appraisement & List of Claims
- Sending proper notices to creditors
- Managing estate bank accounts and paying bills
- Handling tax matters and financial obligations
- Maintaining detailed accounting records
- Communicating with heirs and beneficiaries
- Distributing property according to the will or Texas law
Our San Antonio II Office ensures executors remain compliant with the Texas Estates Code and the procedural requirements of Bexar County Probate Courts.
Estate & Asset Management Tools Available Through Our San Antonio II Office
Executor Checklists & Customized Probate Timelines
Probate involves multiple steps and strict deadlines. Our San Antonio II Office provides customized checklists outlining:
- Court filing deadlines
- Beneficiary and creditor notice requirements
- Inventory preparation timelines
- Accounting and reporting responsibilities
- Tax filing deadlines
- Estate distribution procedures
- Estate closing requirements
These tools help executors stay organized and avoid compliance errors.
Asset Location Assistance
Accurately identifying estate assets is essential for proper probate administration. Our team assists families in locating:
- Checking and savings accounts
- Retirement plans (401(k), IRA, pensions)
- Brokerage accounts and mutual funds
- Life insurance policies and annuities
- Real estate and mineral interests
- Vehicles, boats, and other titled property
- Business interests or LLC holdings
- Safe deposit box contents
- Digital assets (online accounts, subscriptions, cryptocurrency)
We work to ensure no asset is overlooked or improperly valued.
Inventory, Appraisement & List of Claims Filing
Texas law generally requires executors to file the inventory within 90 days of appointment unless an extension is granted.
Our San Antonio II Office assists with:
- Categorizing estate property
- Determining fair market values
- Coordinating professional appraisals
- Listing outstanding debts and creditor claims
- Preparing and filing the inventory with the Bexar County Probate Court
- Correcting or supplementing filings when necessary
A complete and accurate inventory helps keep probate on track and protects the executor from liability.
Creditor Notification & Claim Review
Executors must properly identify creditors and evaluate claims. Our team assists with:
- Drafting and mailing statutory notice letters
- Publishing required legal notices
- Reviewing creditor claims
- Rejecting invalid or improper claims
- Paying valid debts in the correct legal order
- Maintaining documentation for court review
Proper creditor handling reduces disputes and personal liability.
Estate Accounting & Recordkeeping Tools
Executors must maintain clear financial records throughout probate. Our San Antonio II Office provides guidance and templates for:
- Income and expense tracking
- Bank account reconciliation
- Property sale and distribution worksheets
- Interim and final accounting preparation
- Establishing and maintaining an estate bank account
Accurate accounting supports transparency and final court approval.
Property Protection & Transfer Support
Estate property must be secured immediately after death. Our San Antonio II team assists with:
- Securing real property and updating insurance
- Managing utilities, repairs, and maintenance
- Coordinating inspections and appraisals
- Preparing and filing deeds for property transfer
- Vehicle title transfers and DMV filings
- Distribution of personal property
These steps help protect estate assets and ensure lawful distribution.
Ongoing Support Through the San Antonio II Office
Estate administration is an ongoing process. Our San Antonio II Office probate attorneys remain available throughout probate to assist with documentation, court communication, asset management, and final estate closure—giving executors confidence at every stage.