Administration of a Will

Wills are simple, inexpensive ways to address many estates. But they don't do it all. Here are some things that may not be accomplished in a will.

Named Beneficiaries for Certain Kinds of Property

A will can't be used to leave:

  • Property you held in joint tenancy with someone else. At death, the deceased's share will automatically belong to the surviving joint tenant(s). A will provision leaving the deceased's share to someone other than the surviving joint tenant, would have no effect unless all joint tenants died simultaneously.
  • Property that was transferred to a living trust.
  • Proceeds of a life insurance policy for which there is a named beneficiary.
  • Money in a pension plan, individual retirement account (IRA), 401(k) plan or other retirement plan.
  • Money in a payable-on-death bank account.
Is there someone you'd like to memorialize? Contact us today! - Learn more -
Interested in prearranging? Do it without cost! You can make all your decisions without having to pay upfront. - Learn more -


300 North Bridge Street | BRADY, TX 76825 | Phone: 325-597-1977 | Fax: 325-597-0231 | Email: heritagefuneraltx@verizon.net
1901 W. Wallace | San Saba, TX 76877 | Phone: 325-372-3923 | Fax: 325-372-3327 | Email: heritagefuneralsansaba@gmail.com
905 Bevans Street | Menard, TX 76859 | Phone: 325-396-4595 | Fax: 325-396-2127 | Email: hfhheritage1@verizon.net