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Instructions for Beneficiaries - Texas Transfer Toolkit

Texas · TexasLawHelp.org

This document provides instructions to people who are named as beneficiaries on certain legal documents. It explains the steps needed to claim property, like a home, car, or bank money, after the owner has passed away.

The court describes it as: Tells beneficiaries how to claim property if they are named in a Transfer on Death Deed.

Open the official PDFfrom TexasLawHelp.org

Where this fits in a case

General & info

Information / general use — not tied to one step of a case

This information is used to guide loved ones on what steps to take to claim assets like real estate, vehicles, or bank funds after the owner has died.

Either party may file.

Common questions

Who should read these instructions?
These instructions are for the beneficiaries—the people who are set to receive property after the owner passes away.
What do I need to do to claim a home?
To claim a home, you must fill out an Affidavit of Death, sign it in front of a notary, and submit it to the county clerk where the property is located.

Revision history

No changes recorded since we started tracking this form on October 9, 2026.

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