Module 01
Florida Homestead
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2026 late-filing attempt plus 2027 standard filing readiness for 305 Saint Charles Ave.
Next moveGather the core identity and property documents.
Module 02
Texas Estate
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Verify the old heirship/title work, reconcile everything since 2020, clear sale requirements and close the matter.
Highest-value next moveOpen a preliminary title file before spending money on a probate path.
Module 03
Master To‑Do
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Everything due, waiting, blocked, or completed across both projects plus anything else you add.
Nothing gets lostUse Waiting when someone else owes you an answer, and add the follow-up as a custom task.
Estate facts already recovered
Known case foundation
Date of deathApril 19, 2020
JurisdictionTexas
Heirs involvedYou + your brother
Real propertyTexas home inherited
Heirship instrumentAffidavit of Heirship used
Current end goalSell + fully settle
Important distinctionNames appearing on an appraisal record or an Affidavit of Heirship existing in the deed records is not the same as a title company confirming that a buyer can receive insurable title. The estate workflow therefore treats a current title commitment and Schedule C as a gate, not an optional extra.
Things that can change the route
Decision triggers
Suggested order
What I would attack first
1 — Title company reviewGet written requirements for the Texas sale before choosing any court procedure.
2 — Pull the recorded instrumentsAffidavit, last deed, later deeds, recording number, legal description and any court record.
3 — Reconstruct money & taxesProperty costs, rent/income, distributions, reimbursements and 2020/estate tax reporting.
4 — Clear sale gatesTaxes, insurance, mortgage/liens, MERP, title requirements, sibling agreement, closing and final archive.
Florida • Okaloosa County
Homestead filing mission
Run the 2026 late-filing attempt and make sure 2027 is not missed.
Two-track strategyKeep the late 2026 request and the 2027 standard filing distinct. A denial of the late year should not cause you to miss the next standard year.
2026 late filing
TRIM-window calculator
Enter the actual TRIM notice mailing date. The page calculates 25 calendar days later as an organizational deadline marker; verify the controlling deadline with the county/VAB.
25 days laterEnter date
Keep supporting evidence separately and attach only what the county asks for.
Special occupancy issue
Room-rental disclosure
The house is owner-occupied but rooms are rented. Treat that as a disclosure item rather than assuming the entire parcel is automatically treated one way.
Best practiceDescribe the actual arrangement accurately: owner occupies the property as the permanent residence; tenants occupy bedrooms; note shared/common areas and any separately exclusive rental area.
Texas estate • reconstruction + completion
Mom's estate and property settlement
The goal is not merely to “get the deed right.” The finish line is sale-ready title, reconciled money, resolved claims/taxes, final distributions, and an archive that proves what happened.
Known from prior workYou and your brother inherited the Texas house, an Affidavit of Heirship was used, title is already showing both names, and both of you intend to sell. The workflow below starts from those facts but still verifies whether the title is insurable and whether anything outside the house remains unsettled.
Full roadmap
Estate completion checklist
Case branching
Tell the site what you discover
These facts trigger warnings and change what should be reviewed before sale.
Automated flags
Issues needing attention
Pre-sale title packet
What the title company should be able to review
Recorded deedMother's last deed and complete legal description.
Affidavit of HeirshipClerk-stamped copy, recording date and instrument number.
Death certificateCertified copy if requested by the title company.
Later instrumentsEvery later deed, correction, affidavit or court order.
Current tax statusProperty taxes, exemptions, delinquency or deferral status.
Mortgage/lien statusPayoff statement and known liens or judgments.
Heir/family evidenceEnough documentation to support any family-history question.
Written title requirementsCurrent commitment and every Schedule C item.
Every project in one place
Master task board
System tasks plus your own errands, calls, follow-ups and deadlines.
Document readiness
Estate document register
Track whether a document is obtained, requested, missing, or not applicable. The site stores status only—not the document itself.
Chronology
Case timeline
Money reconstruction
Estate / property ledger
Use this to reconcile rent, taxes, insurance, mortgage, repairs, travel, legal fees, sale costs, distributions and reimbursements. Use institution names and last four digits only if you need identifiers.
| Date | Type | Description | Paid/received by | Amount |
|---|
$0.00income / proceeds
$0.00expenses
$0.00distributions
$0.00net tracked
Sibling reconciliation
Sale/distribution notes
Final closure test
When can you call this “done”?
Verified reference desk
Official and primary-source links
Use these as starting points. County-specific clerk, court, appraisal and tax links can be added once the Texas county is filled in.
Okaloosa Property AppraiserHomestead filing and exemption administration
OpenOkaloosa Property SearchParcel lookup / online homestead route
OpenSSA Number & CardFree Social Security card replacement
OpenFlorida MyDMVLicense / registration updates
OpenTexas Estates Code — Chapter 203Nonjudicial evidence / Affidavit of Heirship
OpenTexas Estates Code — Chapter 205Small Estate Affidavit
OpenTexas Estates Code — Chapter 256Probate of wills / four-year rule
OpenTexas Estates Code — Chapter 257Will as muniment of title
OpenTexas DSHS Death RecordsCertified Texas death certificates
OpenTexas Unclaimed PropertySearch for money/assets held by the state
OpenTexas Medicaid Estate RecoveryMERP information / claim status
OpenIRS — Deceased PersonFinal returns, estate income tax, EIN and records
OpenIRS — Form 1041Income tax return for estates and trusts
OpenLegal / tax boundaryThis organizer helps identify questions, missing records and next actions. It does not determine heirship, give a title opinion, decide whether a probate procedure is legally sufficient, or replace individualized legal/tax advice. The title company, court, taxing agencies and applicable law control.