Resources
Downloadable Guides
Practical guides to help families, professionals, and executors navigate the real-world decisions that come with care transitions, assisted living moves, and selling a home during probate in Texas.
Download any guide below — no signup required.
A Texas Executor's Home Sale Checklist
An exhaustive checklist covering the operational, financial, condition, disclosure, title, timing, and family-management issues that can surface when an estate includes real property. This is the same comprehensive process framework used on the Probate Guide Process page, now available as a downloadable PDF for offline reference. Before making major decisions, retain a qualified Texas estate attorney. This checklist is not legal or tax advice — it is designed to help executors see every issue that can arise during a probate home sale.
The Home Left Behind
A practical guide for families moving a loved one into assisted living while a house, belongings, bills, title, insurance, and family decisions still need to be managed. Covers the immediate steps families often overlook during a care transition.
When a Client Must Leave Home
A housing guide for geriatric social workers, aging life care managers, discharge planners, hospice and home-health social workers, senior living professionals, and care coordinators helping older adults and families when a house must be dealt with during a care transition.
12 Questions Families Should Ask
Twelve essential questions to answer before signing a listing agreement, lease, repair contract, transfer document, or sales contract when selling, renting, or leaving a parent's home vacant after an assisted living or care transition. This worksheet is not legal, tax, financial, insurance, Medicaid, medical, or title advice — it is designed to help families identify what must be clarified with qualified professionals.
After a Loved One Dies in Assisted Living
First steps for the home, belongings, documents, authority, and estate after a resident dies in assisted living. This guide covers practical immediate actions. It is not legal, tax, financial, insurance, Medicaid, medical, or title advice — before selling, transferring, distributing, or discarding significant property, consult a qualified Texas estate attorney and the appropriate professionals.
When a Resident Leaves a Home Behind
A quick reference for assisted living professionals — administrators, sales directors, move-in coordinators, resident services teams, and business office staff — to help families recognize property-related home risks. Designed to support appropriate referrals and family education. This guide should not be used to give legal, tax, financial, insurance, Medicaid, medical, title, or real estate advice.
Have questions about any of these guides?
These guides cover the practical side of care transitions and probate home sales — but every family's situation is different. If you'd like to talk through how any of these topics apply to your specific circumstances, Bill is available for a confidential consultation.