Estate Proceedings

Please provide our office with the necessary documentation to process your request.

Transfer to an Estate

For transfers to an estate, BML requires the following documents:

Copy of the Death Certificate
Letters Testamentary or other documentation that appoints an Estate Representative, Executor, or Administrator
Updated Tax ID Number (if applicable)

Upon receiving these documents, BML will issue new Division Orders to the estate. Once probate has been completed, please also provide the full Probate documentation, including:

Application for Probate
Last Will & Testament
Order Admitting the Will to Probate
Assets & Inventory Page (if available)

These documents should be filed with the County Clerk's office in the county where the property and mineral interests are located. If there has been an estate administration, please include court documents ordering the administration.

Transfer to Beneficiaries with a Probated Will

For transfers to beneficiaries with a probated will, BML requires:

Copy of the Death Certificate
Complete Probate documentation, including the Application for Probate, Last Will & Testament, Order Admitting the Will to Probate, and Assets & Inventory Page (if available)

These must be filed with the County Clerk’s office in the county where the property and mineral interests are located.

Transfer to Beneficiaries without a Probated Will

For transfers to beneficiaries without a probated will, BML requires:

Copy of the Death Certificate
An Affidavit of Heirship** that meets Texas state requirements. This affidavit must be executed, notarized, and filed with the County Clerk in the county where the property is located.

**The Affidavit of Heirship (Texas Form) must be signed by two disinterested witnesses who are not beneficiaries of the estate. Do not use this form if the decedent had a probated will or if there has been a court determination regarding the decedent's estate.