Episode Summary

In this episode of Texas Probate Made Simple, Riley Hetherington explains why the first probate consultation is such a critical step for families and what documents, information, and preparation will make the process smoother. From locating an original will to organizing financial records, real estate deeds, and digital assets, Riley outlines how to approach the first meeting with clarity and confidence.

What You Will Learn in This Episode

• Why the first probate consultation sets the tone for the entire process
  
  
  
  


• How to apply the KISS principle to reduce stress and confusion
  
  
  
  


• The importance of bringing the original will—or proof of due diligence if it cannot be found
  
  
  
  


• What to gather if there is no will, including family tree information and heir details
  
  
  
  


• Key financial, real estate, and debt documents that help streamline probate
  
  
  
  


• How digital assets and passwords impact modern probate planning
  
  
  
  


• What to expect after the first meeting, including engagement agreements and communication plans
  
  
  
  

Key Timestamps

01:30 – Why the first probate consult matters for both clients and professionals

03:15 – Applying the KISS principle: Know, Investigate, Specify, Select

05:00 – What to bring if a loved one had a will

07:10 – Steps to take if there is no will and how to show due diligence

08:40 – Financial records, real estate deeds, and creditor information to collect

10:15 – Challenges of digital assets and why secure storage matters

12:30 – Importance of a family tree and heirship information when no will exists

14:00 – What happens during and after the first meeting

About the Show

Texas Probate Made Simple is a podcast designed to take the confusion and stress out of probate. Hosted by attorney Riley Hetherington, each episode breaks down Texas probate law into clear, practical steps families can actually use. From wills and intestacy to beneficiary designations and blended family issues, Riley explains how to avoid costly mistakes, protect your loved ones, and plan with peace of mind. Whether you’re preparing in advance or navigating probate after a loss, this show gives Texans the knowledge and tools to make the process easier.