Affidavit of Heirship Intake Questionnaire for Texas Heirs

Texas Affidavit of Heirship Easy Intake

An Affidavit of Heirship can act as nonjudicial evidence of ownership per the Texas Estates Code section 203.001, avoiding the need to go through probate. When determining heirs for an individual who died intestate (without a Last Will & Testament), you can complete the intake form to help you understand the Texas Estates Code section 201.001 Descent and Distribution. Although the Texas Estates Code does not require additional people to sign (disinterested witness), many Texas title companies do so it has been added as a field, but you can skip through it if you don't need.

A completed affidavit of heirship does not transfer property but serves as evidence of heirship according to Texas law, potentially helping you avoid probate.

Not sure about some terms? Click here for a complete list of definitions that explain everything you need to know.

Complete Texas Estates Code

FREE Affidavit of Heirship Intake Form

You can take breaks while filling out the form and come back to it anytime. When you're ready to finish and send it in, the full form will be emailed straight to you.

Affidavit of Heirship Intake Form Backup 04.06.20252

This document helps you gather the necessary information to complete an Affidavit of Heirship.

"*" indicates required fields

Step 1 of 9 - Your Information

This field is for validation purposes and should be left unchanged.

Primary Affiant-(Your Name)*

Affiant is the name of the person that is directly related to the Deceased and will sign the Affidavit of Heirship once complete.

First, Middle, Last Name

Affiant's Phone*

Year Met

Relationship to Deceased

Affiant's Address

Street Address, City, State, Zip

Affiant's Email-Results will be sent to this email*

People familiar with the marriage and family history of the deceased

A “disinterested corroborating witness” is just a fancy legal term for someone who knew the person who passed away and knows about their family and marriage history. Because the Affidavit of Heirship helps skip the long court process called probate, insurance companies ask for two people who knew the person for at least 10 years before they died to confirm the information in the form. These two people: Shouldn’t get any money from the situation. Shouldn’t be married to someone who would get money. Can’t be a direct family member (like a child or grandchild). Must be okay signing the form in front of a notary, which means they’re promising the information is true.

Someone who knew the deceased (Witness "A")

First, Middle, Last Name

Witness "A" Address

Street address, City, ST Zip

Witness "A" Phone

Witness "A" Email

Year Witness "A" met the Decedent

Enter the approximate year the witness met the deceased

Witness "A" Relationship to Decedent

Family friend, college friend, neighbor, etc

Someone who knew the deceased (Witness "B")

First, Middle, Last Name

Witness "B" Address

Street address, City, ST, Zip

Witness "B" Phone

Witness "B"Email

The Year Witness "B" met the Decedent

Witness "B" Relationship to the Decedent

Family friend, college friend, neighbor, etc

Physical Address of the property owned by the deceased

Street address, city, state, zip

Name of the Decedent

First, Middle, Last, Surname

Is the death certificate available today for upload?

Yes

A relative has it

I will go pick one up

I would like you to get one for us

If Available, Upload Death Certificate

The next section's questions should be populated with information directly from the death certificate. If the information does not match the death certificate the affidavit may be rejected from underwriting.

Drop files here or

Max. file size: 512 MB.

Decedent's SS#

Birth Date of the Deceased

Birth Location

City County State

Decedent's Father

First, Middle, Last Name

Decedent's Mother

First, Middle, Last Name

Date of Death

Location of Death

City County State

Decedent's Home Address at time of death

Street Address City State ZIP Code

Additional Information

Please explain any discrepancies between the information entered versus the death certificate.

How many times was the decedent married?*

Marital Status at time of death*

1st Spouse First (chronilogically)

First, Middle, Last Name Maiden

Date of 1st Marriage

Enter approximate month or year if you are unsure

Location of Marriage to 1st Spouse

City & County State

How did the marriage end to 1st spouse?

Date Marriage Ended to 1st Spouse

Where Marriage Ended to 1st Spouse

City & County State

2nd Spouse

First, Middle, Last Name (Maiden)

2nd Date Married

Location of 2nd marriage

City & County State

2nd Marriage Ended by:

2nd marriage ended on :

2nd Marriage Ended in:

City County State

3rd Spouse

First, Middle, Last Name (Maiden)

3rd Date Married

3rd City, County & State Married in

City & County State

3rd Marriage Ended by:

3rd marriage ended on :

3rd Marriage Ended in:

City & County State

4th Spouse

First, Middle, Last Name (Maiden)

4th Date Married

4th City, County & State Married in

City County State

4th Marriage Ended by:

4th marriage ended on :

4th Marriage Ended in:

City County State

5th Spouse

First, Middle, Last Name (Maiden)

5th Date Married

5th City, County & State Married in

City County State

5th Marriage Ended by:

5th marriage ended on:

5th Marriage Ended in:

City County State

Select all that were true at the time of the Decedents passing.

Mother was alive

Father was alive

Decedent had siblings (living or deceased)

Decedent had nieces/nephews (living or deceased)

None of the above apply

How many siblings did the decedent have?

Total number of brothers and sisters of the Decedent. Include all living, deceased, adopted, full or halfblooded.

Grandchild 1 of the Deceased

This is the child of a deceased child. Do not populate with grandchildren who have a surviving parent.

First, Middle, Last Name

Full Name of Deceased Parent

First, Middle, Last

Grandchild 1 Birthday

Granchild 1 Address

Street Address City State ZIP Code

Grandchild 1 Phone

Grandchild 1 Email

Grandchild 2 - Child of the Decedent's deceased child

First, Middle, Last Name

Grandchild 2 Birthday

Full name of deceased parent of child 2

First Middle Last

Granchild 2 Address

Street Address City State ZIP Code

Grandchild 2 Phone

Grandchild 2 Email

Grandchild 3 - Child of the Decedent's deceased child

First, Middle, Last Name

Grandchild 3 Birthday

Full name of deceased parent

First middle last

Grandchild 3 Address

Street Address City State ZIP Code

Grandchild 3 Phone

Grandchild 3 Email

Enter any additional grandchildren in the box below along with any notes

A separate affidavit of heirship may be needed if the child passed away after the Decedent

DISCLAIMER:

The information provided on this an all other pages is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by reading or relying on this content. For advice specific to your situation, you should consult a qualified attorney licensed in your jurisdiction.