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Can an Insurance Claim File Be Attorney-Client Privileged?

Insurance companies maintain extensive files documenting their handling of claims. These files contain correspondence with insureds, investigation reports, adjuster notes, and communications with attorneys. When disputes arise about how insurers handled claims, plaintiffs naturally want access to these files through discovery. Insurers resist by asserting various privileges. The attorney-client privilege protects confidential communications between lawyers […]

When Secured Creditors Fail to Make Elections: The Technical Trap in Texas Probate Claims

Death creates an immediate freeze on a debtor’s obligations. Creditors who held enforceable claims against the living person must now navigate the probate system to collect what they’re owed. The process requires following specific procedures within strict timeframes. Missing a deadline or failing to check the right box can transform a valid debt into an […]

When Heirs Go Missing: The Danger of Incomplete Affidavits of Heirship

Family disputes over inherited property often begin with incomplete information. Someone dies intestate. A surviving relative prepares an affidavit of heirship listing who inherited the property. That affidavit gets filed in the real property records. Years pass. The property changes hands. Then another heir surfaces—someone who was left off the original affidavit—and claims an ownership […]

When Witnesses Sign the Wrong Document: The Fatal Flaw in Will Execution

Estate planning often feels like just another item on life’s to-do list. People meet with attorneys, sign documents, and assume everything is properly handled. The lawyer witnessed it. The notary stamped it. The documents go into a drawer or safe deposit box. Years later, when someone dies, the family discovers that a small technical error […]

will contest

Is Settling a Probate Estate in Texas Difficult?

When someone agrees to serve as executor of a loved one’s estate, they usually expect some paperwork and a few decisions about distributing assets. Most people don’t anticipate that years later they could lose their position, forfeit substantial compensation, and face allegations of serious misconduct. The role carries significant responsibilities that extend far beyond simply […]

Can Courts Change Your Will Under Texas Probate Law?

Can Texas Courts Reform Wills Based on Mistake?

What happens if someone leaves a will based on a mistaken understanding about something outside of the will? For example, a surviving spouse that assumes that the deceased spouse left a will when the deceased spouse did not–then the surviving spouse dies. Can the surviving spouse’s will be challenged and set aside based on the […]