Texas beneficiary 2025

See details

4.9 out of 5

21 votes

The document is a Texas Oil, Gas and Mineral Deed intended for the distribution of mineral rights from a trust to an individual beneficiary, executed by two co-trustees. It includes instructions for completing the forms, a disclaimer regarding legal advice, and details about the conveyance of mineral interests, including rights and privileges associated with exploration and production. The document emphasizes the importance of consulting an attorney for serious legal issues and provides a notice of confidentiality rights for natural persons.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Texas Beneficiary with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Texas Beneficiary document in the editor.
Begin by filling in the Grantor's information, including the name of the Trust and details of both Co-Trustees. Ensure accuracy as this establishes ownership.
Next, enter the Grantee's information, which is the individual beneficiary receiving the mineral rights. Include their mailing address for proper documentation.
In the section for legal description, provide a detailed account of the property involved. This may include net mineral acres and any specific identifiers related to the land.
Review any reservations or exceptions that may apply to the conveyance. This ensures all parties are aware of existing encumbrances on the property.
Finally, have both Co-Trustees sign and date the document. Ensure that a notary public acknowledges their signatures to validate the deed.

Start using our platform today to easily complete your Texas Beneficiary form online for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What am I entitled to as a beneficiary?

Beneficiaries receive those proceeds or benefits when the original owner dies. Beneficiaries can be named on bank and brokerage accounts, insurance policies, and retirement accounts, such as 401(k)s and IRAs.

Whats the difference between inheritance and beneficiary?

An heir is someone whos legally entitled to your property if you dont have a will, while a beneficiary is someone you name in a legal document (your will or trust) to receive your assets.

Does a beneficiary override a will in Texas?

Typically, non-probate assets are not placed in a Will because a Will goes through probate. Beneficiaries will override anything else, too, like other heirs in a Will.

Can I designate someone other than my spouse as a beneficiary?

A lot of people name a close relativelike a spouse, brother or sister, or childas a beneficiary. You can also choose a more distant relative or a friend. If you want to designate a friend as your beneficiary, be sure to check with your insurance company or directly with your state.

What qualifies someone as a beneficiary?

A beneficiary is a person or entity (such as a charitable organization or trust) legally designated to receive proceeds or benefits owned by someone else. Beneficiaries receive those proceeds or benefits when the original owner dies.

Who can be a beneficiary in Texas?

Eligible designated beneficiaries include: Spouses. Children under 18 years of age. Individuals with a disability.

Do beneficiaries have a right to see the will in Texas?

In Texas, beneficiaries are entitled to receive a copy of the will as part of the probate process. This means anyone who is named in the will as an heir has a right to receive a copy of the will.

Texas beneficiary 2025

Here's how it works