Preserve
Control hazards, coverage, occupancy, access, notices and active deterioration.
A private operating desk for Bexar County executors and administrators managing a home through estate administration.
A personal representative is a fiduciary managing property for an estate—not the new personal owner of the house. Separate family preference, legal authority, estate benefit and distribution.
Start at authorityControl hazards, coverage, occupancy, access, notices and active deterioration.
Keep source records, dates, assumptions, approvals, photos, bids and receipts.
Match the person, instrument, administration type and proposed act.
Put keep, repair, list and as-is choices on comparable timelines and net sheets.
Keep estate money separate and make every property decision explainable later.
Enter court, tax, insurance, loan, HOA, repair, utility and sale dates from the original notice—not memory. Dates entered stay in this browser only.
Private device-only planning board · “proof” means you saved the source document; it does not mean a court or institution accepted it.
Use this as a question-and-evidence list. Your lawyer, court orders, policies and actual account documents control.
0/12 preservation controls marked Checking is not legal completion or proof of compliance.
Confirm the authorized contracting party before work begins. Avoid undocumented cash work and open-ended disposal instructions.
Use the same verified balances and assumptions for every option. This rough planning sheet does not calculate creditor priority, tax, exemptions, beneficiary shares or court approvals.
A will can nominate an executor; the court process, qualification and Letters establish what can be proved to others.
Having keys or living in the property does not alone establish ownership, fiduciary office or authority to exclude others.
Reasonable protection of an asset is different from improving it, disposing of contents, leasing it or committing to a sale.
Gross price minus visible closing costs is not automatically estate net, and estate net is not automatically distributable.
Reduced court supervision does not erase fiduciary duties, governing documents, title requirements, claims or transaction-specific limits.
Official probate search, clerk contact, current local policies, forms, fees and certified-copy requests.
Court roles, addresses and current contact information for Probate Courts 1, 2 and 3.
Current law governing appointment, qualification, notices, inventory, duties, claims, sales, renting, accounting and distribution.
Official duties-and-powers chapter, including the prudent-person duty of care for estate property and buildings.
Official rules concerning sale of estate property; requirements differ by administration and circumstances.
Official deed, lien, recording and certified-copy information. The Clerk does not prepare deeds or guarantee clear title.
Attorney-reviewed explanation of appointment, qualification, fiduciary responsibility, property management, debts and distribution.
Explains why a representative acting for beneficiaries and creditors ordinarily needs legal representation.
Not necessarily. A nomination in a will does not by itself establish a court appointment, qualification or current Letters. Confirm the docket, signed order, oath/bond status and Letters with qualified counsel.
Urgent preservation may be necessary, but authority, account ownership, reimbursement and source-of-funds questions matter. Preserve notices and receipts and get case-specific advice before moving or committing estate money.
Do not assume. Tell the carrier accurate facts about death, occupancy, vacancy, condition and responsible contacts. Ask in writing about coverage, named insured, safeguards, claims and deadlines.
First document contents, lawful access, authority, beneficiary/occupant issues and any court or will requirements. A cleanout can destroy estate property or evidence; use a written scope and inventory trail.
It depends on the type and terms of administration, the governing documents, court orders, property status and transaction. Independent and dependent administrations are not interchangeable. Have counsel confirm the specific route.
A fiduciary must manage conflicts and act for the estate and interested parties, not a preferred person. Obtain valuation evidence, disclose conflicts and follow counsel/court requirements before any insider transaction.
Authority to hire, written scope and exclusions, price, access log, insurance/license/permit evidence when applicable, before-and-after evidence, approvals, invoice, payment proof and lien-release questions.
Not necessarily. Appraisal-district value, broker opinion, repair-adjusted investor value and a formal appraisal answer different questions. Record the date, purpose, assumptions and source of each valuation.
No. Compare verified net proceeds, contingencies, timing, repair exposure, carrying cost, certainty and approvals from the same facts. A gross offer is not a net and a net is not automatically distributable.
Only after the representative’s authority, claims, expenses, taxes, reserves, court requirements and entitlement questions are handled under the governing law and case. A closing is not automatic permission to distribute.
Bexar County Home Buyers can provide one written as-is option alongside keeping, repairing or listing. We do not appoint representatives, give probate advice, approve estate expenses, determine creditor priority or direct distributions.