Texas Elder
Law Archives
Return to Home Page
Paul Premack
JD, CELA
Counselor at Law
8031 Broadway
San Antonio, TX 78209
210-826-1122
Edition 5.0, The Senior Texan Legal Guide
 
 
 

San Antonio Express-News
February 19, 2008

When you Move to Texas...

copyright 2008, Paul Premack

en-photo.jpg (3631 bytes)

Dear Mr. Premack: My husband and I just retired here from Arkansas. Our Wills and advanced directives (living wills, medical powers of attorney, etc.) were executed in Arkansas. Will they be legal in Texas? – RD

When you relocate permanently to another state, there are big and small adjustments you must make to adapt to your new locale. For instance, you register to vote in your new district and you open new bank accounts for convenience.

Your new residency gives you new legal obligations. You start paying local property taxes on any new home you purchase. You can be called for jury duty in your new county. And you need to have an attorney in your new locale review your Will and advance directives to be sure they work in the new jurisdiction.

Generally, Wills travel poorly over state lines. Every state has its own probate code which forms the basis for drafting Wills and handling probate administrations in that state. The fundamental requirements for a "valid" Will are similar in Texas and in Arkansas (that is, the Will must be written, must be dated, must be signed by you and must be signed by two witnesses).

However, having a Will that is just "valid" is not enough. You need a Will that takes advantage of any procedural efficiencies allowed by the state’s probate code. Without proper reference to local law, your survivors may have to spend a great deal more time and money on probate than they would have to if you had made some minor adjustments to your Will.

The same is true for durable powers of attorney (for financial matters). The Texas probate code contains an entire chapter regarding the structure and types of authority you can grant to your agent. It is significantly different that the Arkansas code, and now that you are a Texas resident you should be getting a new Texas durable power of attorney.

The law on advance medical directives in Texas has an interesting twist. It says that, "An advance directive or similar instrument validly executed in another state or jurisdiction shall be given the same effect as an advance directive validly executed under the law of this state." So technically, your Arkansas living wills and medical powers of attorney are valid in Texas.

Even so, there are good reasons to update. First, your Arkansas directives will be in a format that the Texas doctors and care providers may have never seen. Lack of familiarity may cause delay at some crucial moment, putting your health at risk. Second, Texas has one of the most well structured Advance Directives laws in the country which may give you options that do not exist under your old Arkansas directives.

You should definitely seek a personal consultation with an experienced elder law or estate planning attorney in Texas to review and possibly replace your Arkansas documents.

Dear Mr. Premack: What is the standard executor fee? Is asking 5% too much? SEF

A flat 5% of the entire gross estate is not authorized by law. Texas law allows an Executor a 5% fee but limits it to certain parts of the estate, not the whole thing. For instance, an executor is not paid for going to the bank or broker to collect and distribute the estate’s money. On the other hand, the Executor can charge 5% for selling real estate, for collecting debts owed to the estate and for paying debts owed by the estate.

Often the Will itself defines what fee is allowed. It might offer a set dollar amount ("My executor shall receive $5000 for services rendered") or may authorize a percentage fee ("My executor shall receive two percent of my gross estate"). The wording can vary widely, so ask your attorney exactly what is allowed under the Will you are administering.

Prior Week: Protecting Account from Joint-holder's Liabilities
Next Week: More on Executor's Fees

Disclaimer: This column answers a specific legal question asked by an individual in Texas. The answer may or may not match your individual situation. Be careful not to treat this column as specific legal advice, as it may not meet your individual needs. It may give you a solid basis for discussion with your own attorney.  You should consult with your personal attorney before you take any action on this or any legal issue. Also, please be aware that laws change, so  this column is valid only as of the date it was published. This communication does not create an attorney-client relationship between the author and the reader.

Submit a Question

texscal.jpg (5258 bytes)