{"id":12756,"date":"2023-07-30T05:00:36","date_gmt":"2023-07-30T10:00:36","guid":{"rendered":"https:\/\/legaltalktexas.hammerle.com\/?p=12756"},"modified":"2025-06-18T12:54:01","modified_gmt":"2025-06-18T17:54:01","slug":"new-laws-texas-2023-brought-changes-for-seniors","status":"publish","type":"post","link":"https:\/\/hammerle.com\/legaltalk\/legal-talk\/new-laws-texas-2023-brought-changes-for-seniors\/","title":{"rendered":"New Laws for Texas: 2023 Brought Changes for Seniors"},"content":{"rendered":"<p><i><span style=\"font-weight: 400;\">This is part 1 in a 3-part series.\u00a0<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Every Texas legislative session is busy, but the 2023 regular session seemed a bit busier than usual regarding bills affecting seniors. The bills addressed decedent\u2019s estates, guardianship, durable power of attorney, disposition of remains, anatomical gifts and trusts.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ll address some of the more prominent changes in a 3-part series beginning with this column.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Probate Notifications<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you are a beneficiary of a will or a secured creditor of an estate, you should receive some type of notice when a <\/span><a href=\"https:\/\/hammerle.com\/practice-areas\/estate-planning-probate\/probate\/\"><span style=\"font-weight: 400;\">probate<\/span><\/a><span style=\"font-weight: 400;\"> estate is opened. The old law had required that the executor send you notice by registered or certified mail, and then provide proof of service to the court. The problem was that the US postal service did not always notify the executor once the mail had been delivered. Under the new law, you can be notified by a \u201cqualified delivery method,\u201d which now includes private delivery services like DHL Express, FedEx and UPS. Private delivery services are available to the general public and keep an electronic database of deliveries.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Beneficiary Designations<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The law regarding <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/4-common-mistakes-beneficiary-designations\/\"><span style=\"font-weight: 400;\">beneficiary designations<\/span><\/a><span style=\"font-weight: 400;\"> and joint accounts with the right of survivorship has been extended to include brokerage accounts. These now fall under the definition of multi-party accounts.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Heirship Witnesses<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Heirship cases are the scourge of lawyers because the lawyers must produce two disinterested and credible witnesses in court to testify about the decedent\u2019s heirs. There was one procedural shortcut, where an heir could testify via a deposition on written questions, but that involved court reporters, time, and expense. The law changed to allow lawyers to file an affidavit of heirship signed by the witness, instead of providing testimony. That is easier and cheaper all the way around.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Waivers for Children<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Pity the poor children. Those 12 or older had to be personally served with required notices. That would be intimidating to anyone, much less a child. The new law states that certain persons (such as parents) can now sign a waiver of service on behalf of a child under the age of 16, and that minors who are at least 16 years old can sign their own waivers. Not only is that kinder, but it is also less expensive.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Felon Executors<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">I\u2019m not sure this is a change for the better, but here it is. Felons have never been allowed to serve as an <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/probate\/the-morning-after-executors-role-after-a-death\/\"><span style=\"font-weight: 400;\">executor of a probate estate<\/span><\/a><span style=\"font-weight: 400;\">. That changed this legislative session. Now a felon can be appointed executor if the felon was named executor in the decedent\u2019s will, the felon is otherwise qualified, and the Court approves the felon serving as Executor. We\u2019ll see how many courts are willing to appoint a felon as executor.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Executor\u2019s Oath<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One procedure for executors has changed: the oath. The executor has always had to sign a written oath in front of a notary or the judge. Under the new law, the executor can sign an oath just with an \u201cunsworn declaration,\u201d which is a form that gives identifying information about the signor.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Community Property Debts<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The next change may seem a bit of language parsing, but it is important. Several places in the Estates Code referred to \u201ccommunity debts\u201d in a decedent\u2019s estate. That is a fake term, because there is no such thing as a \u201ccommunity debt.\u201d The reference has been removed, and the new language is \u201cdebts for which some <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/community-property-state-rules-explained-who-gets-what\/\"><span style=\"font-weight: 400;\">community property<\/span><\/a><span style=\"font-weight: 400;\"> is liable for payment.\u201d\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">New Probate Courts<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">And last, but not least, new probate courts were approved for the following counties: Travis, Harris, Bexar, Montgomery, and Cameron. Texas now has 24 statutory probate courts. Apparently specialized courts are here to stay.\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Hammerle Morris Can Help with Legal Assistance<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Looking for legal assistance? <\/span><a href=\"https:\/\/hammerle.com\/lewisville-attorney\/#form\"><span style=\"font-weight: 400;\">Schedule a consultation<\/span><\/a><span style=\"font-weight: 400;\"> with one of our experienced attorneys to discuss your options.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">Attorney <\/span><\/i><a href=\"https:\/\/hammerle.com\/lawyers\/virginia-hammerle\/\"><i><span style=\"font-weight: 400;\">Virginia Hammerle<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> has practiced litigation and estate planning for 40 years. She is founder and managing attorney for <\/span><\/i><a href=\"https:\/\/hammerle.com\/\"><i><span style=\"font-weight: 400;\">Hammerle Morris Law Firm<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">.<\/span><\/i><\/p>\n<p>Read part 2 of the series: <a href=\"https:\/\/hammerle.com\/legaltalk\/legal-talk\/trust-tweaks-small-changes-big-outcomes\/\">Trust Tweaks: Small Changes with Big Outcomes<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is part 1 in a 3-part series.\u00a0 Every Texas legislative session is busy, but the 2023 regular session seemed a bit busier than usual regarding bills affecting seniors. The bills addressed decedent\u2019s estates, guardianship, durable power of attorney, disposition of remains, anatomical gifts and trusts.\u00a0 We\u2019ll address some of the more prominent changes in [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":12757,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[21],"tags":[],"class_list":{"0":"post-12756","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-legal-talk"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>New Laws for Texas: 2023 Brought Changes for Seniors | Hammerle Morris Law Firm<\/title>\n<meta name=\"description\" content=\"Explore the significant changes in Texas legislation affecting seniors. 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