Jamie Ellis' inherited-property affidavit packet

Send the affidavit, deed and family-history clues before the file becomes a status debate.

For agents, lenders, sellers, buyers, investors and attorneys: organize the heirship affidavit, small-estate affidavit, deed records, court clues, lender conditions and commitment items so the right reviewer can answer the right question.

Audience and job

Make an inherited-property file easier to route.

An estate-affidavit file can raise several questions at once: what the affidavit says, whether a court-approved small-estate affidavit exists, what the deed record shows, who is expected to sign, what the lender requires and whether counsel needs to answer a probate or heirship question. This handoff keeps those sources separated before the file turns into a status argument.

The useful handoff

Name the affidavit, deed, court, lender or title-commitment source you have and ask one process question. The affidavit, court record, deed records, lender instructions, title commitment, attorney advice and underwriting review still control the file-specific result.

Official sources

Use current estate, land-record and TDI sources.

These sources were checked on September 21, 2026. They help frame the inherited-property packet, but they do not replace court, deed, lender, title, underwriting, probate or legal review.

Texas Estates Code Chapter 203, read September 21, 2026

Use the heirship affidavit as a source clue.

Chapter 203 is the Texas source for nonjudicial evidence of heirship. Send the affidavit, recording information, family-history facts, death-certificate clue and title-commitment item instead of deciding whether the affidavit resolves title.

Read the official source ->
Texas Estates Code Chapter 205, read September 21, 2026

Separate a small-estate affidavit from a deed-record clue.

Chapter 205 is the Texas source for small-estate affidavits. If a file mentions one, send the filed affidavit, approval clue, court, cause number, homestead clue and title-commitment item so counsel, lender, title and underwriting reviewers can compare the actual record.

Read the official source ->
Collin County Land Recordings, read September 21, 2026

Keep online deed hits in their lane.

Collin County's land-recording page warns that its online database is not the official repository and may not show the complete or unaltered official record. Send instrument numbers, recording dates, party names, county and the land-record source without treating the online hit as the whole title answer.

Read the official source ->
TDI Procedural Rule P-53, read September 21, 2026

Make the guide public, neutral and referral-safe.

TDI P-53 permits legal promotional and educational activity that is not conditioned on referral of title-insurance business. This handoff offers source organization only; it does not discount a title premium or provide a referral benefit.

Read the official source ->
What to send

Give each reviewer the inherited-property fact they can verify.

An estate-affidavit handoff does not need to decide heirship, affidavit sufficiency, omitted-heir risk, creditor rights, homestead status, lender approval or underwriting acceptance. It needs enough source context for the right professional to identify the next step.

  1. Property address, county, contract status, target closing date and whether the file involves a sale, refinance, inherited property, deceased owner, heir signature, affidavit, court order, lender condition or title-commitment requirement
  2. Affidavit of heirship, small-estate affidavit, court approval clue, cause number, death-certificate clue, recorded deed, prior title policy or current title commitment already available
  3. Names of the decedent, record owner, proposed seller, signer, heir, spouse, executor, administrator, attorney, lender, payoff contact and any person whose status is unclear
  4. Instrument numbers, recording dates, book/page or document references, county, court and title-commitment item numbers already found
  5. One process question for the title team, lender, attorney, underwriter, court-record source or county-record source before the file reaches funding or signing pressure
What to avoid

Keep legal conclusions out of the first note.

  • Do not decide heirship, family-history accuracy, omitted-heir risk, creditor rights, homestead status or whether an affidavit is legally sufficient.
  • Do not decide whether a small-estate affidavit transfers the relevant property, satisfies a lender or resolves a title-commitment requirement.
  • Do not draft affidavits, deeds, probate pleadings, heirship charts, releases, lender instructions or attorney legal cures.
  • Do not promise lender approval, funding, title coverage, underwriting acceptance, curative timing, recording acceptance or a closing date.
TDI safety posture

No rate claim. No referral bargain. No heirship or affidavit advice.

This public resource is available to anyone on the same terms. It is not conditioned on sending a closing to WG Title and it does not offer a rebate, discount, commission, gift or thing of value for a referral.

Prepared as a courtesy. This document is available to any real estate professional on the same terms and is not conditioned on directing a closing to WG Title.

WG Title provides title and escrow services, not legal advice. WG Law is a separate, independently operated company and any relationship with it is governed by its own engagement.

Read TDI Procedural Rule P-53 ->
D1-first conversion path

Send the property and the first estate-affidavit question.

This uses the existing closing-readiness form. The page URL, referrer, UTM fields and click IDs stay with the lead record, so the title team can see that the question came from this estate affidavit source guide.

Do not paste wire instructions, bank account numbers, Social Security numbers, identity-document numbers, full probate pleadings, confidential family-history details, private lender account credentials or beneficiary financial information into this form.

A source, five facts and one clear first question. We will tell you what to gather next.

Educational information only. Available on the same terms to everyone and not conditioned on directing a closing to WG Title. No quote, legal advice, underwriting decision or guaranteed closing date.