Know the steps. Help families through them.
Paralegals often explain the same process again and again. Clear, accurate resources can save time and help families feel less overwhelmed.
Executor step-by-step guide
Nine plain-English steps, from securing the house to closing the estate.
Read the guideCounty courts and appraisal districts
Where families go, in plain language, across Dallas-Fort Worth.
A checklist families can keep
What to do about the house, in order, with common mistakes to avoid.
Free resources for paralegals
The nine steps for an executor
A one-page overview of the nine steps most Texas executors take, from securing the house to closing the estate.
Read the pageCourts and appraisal districts
A plain-English map of the county offices an executor or heir may need to contact in Dallas-Fort Worth, and what each one handles.
Read the pageCommon mistakes with an inherited house
Eight mistakes that cost families time and money after a death, and what to do instead.
Read the pageExplaining the house side
A short talking guide for paralegals who field questions about the house, including how to point families to neutral resources.
Read the pageWho is it for? What is the hook? What is the offer?
W.H.O. is the three-part formula behind every lesson on this site. It keeps your message clear, kind, and easy to act on.
Tell me what would help.
Book a call or phone me, and share what your clients ask most.