Probate & Estate Administration

Probate is the legal process conducted by a Probate Court to validate an individual’s Will and appoint an Executor to:

  • Pay all debts and expenses
  • Collect and safeguard assets
  • Prepare and file any remaining income tax and estate tax returns
  • Distribute the assets to the beneficiaries in accordance with the terms of the Will

At Jefferson Bank, we understand the probate process can be overwhelming and emotional for families, especially when they are involved in grieving the loss of a loved one. When appointed to serve as the Executor, we take that burden off family members, walking alongside them, and providing professional and personal guidance throughout the process.

Banker and Woman having conversation in her kitchen.

Executor Selection

Selecting an executor for your estate is a serious decision. The executor will be managing the distribution of wealth you have worked a lifetime to acquire.

Serving as an executor requires technical skills, financial knowledge, experience and the ability to work effectively with the family members involved which can reduce stress and promote family harmony.

By naming Jefferson Bank as your executor you can rely on our expertise, competency and compassion to provide knowledgeable, efficient and impartial administration of your estate.

Estate meeting in a conference room setting.

Estate Settlement

As your executor, Jefferson Bank will administer the complexities of probate. We understand how to balance objectivity and sensitivity while handling the responsibilities of a fiduciary.

For those that prefer a family member serve in this role, consider having Jefferson Bank serve as an agent to your Executor. We have the expertise to guide your loved ones through the often complex administration process.

Frequently Asked Questions

What is probate administration?

Probate administration is the process of settling a deceased person’s estate, including paying debts and distributing assets. Probate administrations can be independent or court-supervised.

How long does probate take in Texas?

Timelines vary based on estate complexity, asset types, and court requirements. Some estates are resolved in months, others take much longer.

Can probate be avoided?

Certain planning strategies, such as trusts, may reduce or avoid probate, though this depends on how assets are titled.

What role does a bank play in estate administration?

A bank may serve as executor or administrator, handling fiduciary duties, asset management, paying bills of the estate, distributions, and required court filings.

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

Notices & Disclosures

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:

  • In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • (link sends e-mail)
  • Website: www.dob.texas.gov

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC

NMLS# 597833

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.

Wealth Management Services

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