Eric L. Grogan

A MOBILE TEXAS ESTATE LITIGATION ATTORNEY

Serving Travis, Williamson, Bell, and Hays Counties

ESTATE LITIGATION | ESTATE PLANNING  |  WILLS & TRUSTS

Offices in Austin, TX

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We’ll Travel to You.

Eric is a mobile estate-planning attorney serving Travis, Williamson, Bell and Hays Counties.

If you’d like, he will visit you at your home or place of business to establish your estate plan.

Offering FREE consultations via telephone or video call.
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Estate Litigation Attorney in Texas – Protecting Your Inheritance Rights and Family Legacy

When family disputes over wills, trusts, and estates threaten your inheritance or your loved one’s final wishes, you need an experienced estate litigation attorney who understands both the emotional complexity and legal intricacies of probate disputes. 

Estate litigation isn’t just about money — it’s about honoring your family’s legacy, protecting vulnerable beneficiaries, and ensuring your estate planning honors your loved one’s true intentions. Whether you’re challenging a suspicious will, defending against frivolous claims, or fighting for your rightful inheritance, we provide the aggressive legal representation and compassionate guidance you need during this difficult time.

When You Need Estate Litigation Legal Services

Estate litigation becomes necessary when disputes arise over the administration, validity, or distribution of a deceased person’s assets. These conflicts often emerge during emotionally vulnerable periods, making professional legal intervention essential to protect your interests.

Common scenarios requiring estate litigation services include:

Will contests arise when family members question the validity of the deceased’s last will and testament due to suspected undue influence, lack of mental capacity, or improper execution. Many clients seek our help when they notice sudden, unexplained changes to their loved one’s will, particularly when vulnerable elderly relatives were isolated or pressured by caregivers, new romantic partners, or estranged family members.

Trust disputes occur when trustees breach their fiduciary duties by mismanaging assets, self-dealing, or failing to distribute funds according to trust terms. Beneficiaries often discover these issues when trustees provide inadequate accounting or make questionable investment decisions that diminish trust value.

Probate administration disputes arise when executors fail to fulfill their legal obligations, causing unnecessary delays, expenses, or conflicts among beneficiaries. Inheritance disputes can occur even with valid wills when questions arise about asset valuation or interpretation of will provisions.

Time sensitivity adds complexity, as Texas law imposes strict deadlines for challenging wills and claiming inheritance rights. Missing these deadlines can permanently forfeit your legal rights, making immediate consultation crucial when disputes arise.

Compensation and Legal Remedies Available

Estate litigation remedies vary significantly depending on specific legal issues and successful claims in your case. Understanding potential outcomes helps evaluate whether litigation serves your best interests.

Will Contest Remedies: Successful will contests can result in complete invalidation of the contested will or striking specific provisions while upholding the remainder. Monetary damages can include the difference between what you received under the invalid will versus your rightful inheritance, plus interest and potentially attorney fees.

Trust Litigation Recoveries: Trust litigation remedies focus on recovering losses caused by trustee misconduct, including restoration of improperly spent funds, removal of problematic trustees, and recovery of investment losses. 

Probate Administration Remedies: These often involve removal of problematic executors and appointment of successors who will properly administer the estate. Financial recovery can include reimbursement for unnecessary expenses and recovery of improperly transferred assets.

Attorney Fee Recovery: Texas law allows recovery of attorney fees in certain circumstances, particularly when litigation becomes necessary due to fiduciary misconduct or when provided for in the will or trust document. Successful clients can recover substantial portions of their legal costs through these provisions.

Texas Estate Litigation Laws and Procedures

Estate litigation in Texas operates under the Texas Estates Code and specific statutory frameworks that significantly impact case strategy and timing.

According to the Texas Estates Code, will contests must be filed within two years after the will is admitted to probate, or within four years of the testator’s death if the will was not timely probated. These deadlines are strictly enforced under Texas Estates Code Section 256.204, which specifically provides that “an interested person may commence a suit to contest the validity thereof not later than the second anniversary of the date the will was admitted to probate” with exceptions only for forgery or fraud cases discovered later. Failure to file timely contests typically results in permanent waiver of challenge rights. Texas law requires specific grounds for will contests, including lack of testamentary capacity, undue influence, fraud, duress, or improper execution under Texas Estates Code Chapter 251.

The Texas Trust Code (Texas Property Code Title 9) provides comprehensive frameworks for trust administration and beneficiary rights, imposing specific duties on trustees including loyalty, prudent investment, and regular accounting. Texas trustees must fulfill fundamental obligations that include acting solely for beneficiaries’ benefit, exercising prudent person standards, following trust terms exactly, and dealing fairly with all parties. These duties require trustees to avoid conflicts of interest where personal advantage could conflict with trust interests, maintain detailed records of all transactions, and provide complete disclosure of material facts affecting beneficiaries’ rights. Texas Property Code Chapter 114 establishes comprehensive liability standards for trustees who breach their fiduciary duties, including provisions for surcharge actions where trustees must personally repay losses from misconduct. Texas courts have established clear standards for trustee conduct and the prudent investor rule under Texas Property Code Section 117.004.

Texas probate courts operate under the Texas Rules of Civil Procedure and local rules that vary by county. Many counties have specific requirements for estate litigation, including mandatory case management conferences and expedited procedures for emergency relief. The state operates over 450 District Courts and 500 County Level Courts that handle probate matters across Texas’s 254 counties. In counties with larger populations, specialized statutory probate courts have exclusive jurisdiction over estate disputes, while smaller counties typically handle probate matters through county courts with probate jurisdiction.

Frequently Asked Questions About Estate Litigation in Texas

How long do I have to contest a will in Texas?

Texas law provides a two-year deadline after probate admission or four years from death if no probate occurred. These deadlines under Texas Estates Code Section 256.003 are strictly enforced, so immediate consultation is crucial if you have concerns about a will’s validity.

What does estate litigation cost in Texas?

Attorney fees vary by case complexity and disputed values. Texas law allows attorney fee recovery in certain circumstances, particularly involving fiduciary misconduct or when the will or trust provides for fee shifting.

How do Texas courts determine mental capacity?

Texas courts examine whether the deceased understood the nature and extent of their property, knew the natural objects of their bounty (family members), comprehended the disposition being made, and could formulate a rational scheme of distribution. Medical records, witness testimony, and expert opinions establish mental state at will execution.

What evidence proves undue influence in Texas?

Under Texas law, undue influence requires proof that influence was exerted, the influence overpowered the testator’s mind at the time of execution, and the influence caused the testator to do what they would not have otherwise done. Evidence includes isolation from family, sudden estate plan changes, active participation by the influencer in will preparation, and testimony about susceptibility due to physical or mental weakness.

Can I remove a problematic executor or trustee in Texas?

Texas Estates Code Section 404.0035 allows removal of personal representatives for various reasons including breach of fiduciary duty, failure to account, conflicts of interest, or inability to perform duties. The Texas Trust Code similarly provides grounds for trustee removal. Removal requires court proceedings with evidence demonstrating specific problems.

Related Services and Next Steps

Our comprehensive practice includes estate planning to prevent disputes, business succession planning, oil and gas succession planning, ranch and agricultural estate planning, and charitable planning for philanthropic goals. We also provide comprehensive probate administration services to guide families through both contested and uncontested probate proceedings, ensuring proper asset distribution while minimizing family conflicts.

Don’t let inheritance disputes threaten your family’s legacy or financial security. Contact us today for confidential consultation about your probate dispute, will contest, or trust litigation matter.

Contact Grogan Law to get your questions answered today.

Take the mystery out of estate planning and get the answers you need directly from an estate-planning attorney. Contact Eric today for a free, no-obligation consultation.

Grogan Law, PLLC offers a customized, one-on-one, client-driven experience for those seeking estate planning and probate services. Eric Grogan will come to your home or place of business to establish your estate plan. You can ask questions and anticipate all contingencies from the comfort of your own living room or kitchen table. That’s right, you can complete your estate plan from the comfort of your own home, like a visit from a country doctor.

We Can Help:
  • Address all your estate planning questions and concerns.
  • Delve into the specifics of your unique estate planning needs.
  • Empower you with knowledge about your rights and choices.

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5 Star Client Reviews

Highly recommend Grogan Law!! Eric is very personable and easy to work with. His knowledge and expertise about estate planning made our decision making so much easier. Eric is patient and takes the time to thoroughly explain the various options and all questions related to estate planning. Our thanks to Grogan Law for assisting us with our estate planning needs and for helping us achieve peace of mind.

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