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Texas Supreme Court Allows Sole Beneficiary Executor to Proceed Pro Se

Suday v. Suday, 24-1009, June 27, 2025.

On appeal from Court of Appeals for the Fourth District of Texas

Synopsis

The Texas Supreme Court held that an executor who is the sole beneficiary of an estate may represent the estate pro se because she is effectively asserting only her personal rights rather than acting in a representative capacity. The Court reversed the court of appeals’ dismissal for want of prosecution and remanded for consideration of the merits.

Relevance to Family Law

This decision affects family-law practice wherever probate, estate administration, and post-decree property disputes intersect with divorce, enforcement, or partition claims. In cases where a deceased spouse’s estate is a party to litigation that originated in a divorce or property partition action, an executor who is also the sole beneficiary can now proceed pro se on appeals and other litigation, eliminating an automatic procedural basis for dismissal when counsel withdraws. The ruling therefore alters litigation strategy around appeals, enforcement of property division orders, and post-decree asset disputes involving estates and may change how practitioners advise clients about appointment as executor, retention of counsel, and the coordination of probate and family-law proceedings.

Case Summary

Fact Summary

Olga Tamez de Suday obtained a divorce decree—recognizing a prior Mexican divorce—that disposed of Texas real property. After Olga’s death in October 2019, her daughter Maryvel was appointed independent executor of Olga’s estate. Maryvel was the estate’s sole beneficiary. Maryvel, through counsel, litigated various matters arising from the divorce and later filed multiple post-judgment motions. The trial court denied those motions in a final order. On appeal, Maryvel’s counsel withdrew after she elected to proceed without counsel; the court of appeals notified her that an executor may not represent an estate pro se, extended briefing deadlines, and ultimately dismissed the appeal for want of prosecution when she did not retain counsel. The Supreme Court granted review.

Issues Decided

The Court addressed whether an executor who is the sole beneficiary of an estate may represent the estate pro se in litigation. The Court limited its decision to the single-beneficiary context and expressly declined to resolve whether the rule should apply when an estate has creditors or multiple beneficiaries. The Court also considered whether Texas courts should follow federal precedent allowing sole-beneficiary executors to proceed pro se.

Rules Applied

The Court relied on Rule 7 of the Texas Rules of Civil Procedure—permitting a party to appear in person or by counsel—and surveyed Texas appellate authority that has generally prohibited non-attorney executors from representing estates (e.g., Steele v. McDonald and its progeny). The Court also relied on federal circuit authorities (including Rodgers v. Lancaster Police & Fire Dep’t, Bass v. Leatherwood, and Guest v. Hansen) holding that an executor who is the estate’s sole beneficiary may appear pro se. The Court referenced Kunstoplast of America (the corporate-representation rule) and constitutional considerations of access to courts and due process in weighing the competing policy interests.

Application

The Court framed the governing question by comparing the rationale behind the general prohibition—protecting third-party beneficiaries and creditors when an executor acts in a representative capacity—with the circumstances where no third-party beneficiaries exist. Because Maryvel was the sole beneficiary, any adverse consequences from proceeding pro se would be borne exclusively by her. The Court concluded that the protectionist rationale supporting the general rule collapses in the single-beneficiary scenario. The Court harmonized Texas practice with the persuasive federal precedent, reasoning that denying a sole-beneficiary executor the right to self-representation by summarily dismissing claims trades paternalistic protection for the practical denial of access to the courts and risks unjust outcomes. The Court therefore allowed the appeal to proceed and remanded for adjudication on the merits, while expressly reserving the question whether the same rule applies when the estate has creditors or other beneficiaries.

Holding

The Texas Supreme Court held that when an executor is the sole beneficiary of an estate, the executor may represent the estate pro se because she is effectively litigating only her personal rights rather than acting on behalf of third parties. The Court reversed the court of appeals’ dismissal for want of prosecution and remanded for consideration of the merits. The Court explicitly limited its holding to the narrow context presented—single-beneficiary estates without creditors—and did not decide whether the general prohibition on pro se representation by executors remains in force where the estate has other beneficiaries or creditors.

Practical Application

Family-law practitioners should reassess procedures and client counseling where probate and divorce intersect. When a client is appointed executor and is or will be the estate’s sole beneficiary, advise that she may proceed pro se on matters in which the estate’s interests align solely with her own, including appeals—subject to the Court’s reservation on creditors. Nonetheless, counsel should weigh tactical and practical downsides of self-representation on complex appeals; retaining counsel may remain necessary for procedural competence and preservation of issues. Opposing counsel should be cautious in seeking dismissal solely because an executor is unrepresented when she is the lone beneficiary; instead, focus on whether creditors or other beneficiaries exist, whether conflicts of interest arise, and whether the absence of counsel prejudices the proceedings on the merits. Finally, coordinate probate timing and estate administration with ongoing family-law litigation to avoid appellate traps (withdrawal of counsel, briefing deadlines, and procedural dismissals).

Checklists

Preparation when an executor-client is the estate’s sole beneficiary
– Confirm the executor’s status as sole beneficiary in the probated instrument or will and verify the absence of creditors or pending claims against the estate.
– Advise the client of the right to proceed pro se under Suday but counsel on the risks of self-representation on appeal.
– If the client insists on self-representation, prepare a tailored litigation plan that anticipates procedural hurdles and preserves issues for appeal.

Responding to an opposing party who seeks dismissal because an executor is pro se
– Establish whether the executor is also the estate’s sole beneficiary and whether any creditors or non-party beneficiaries exist.
– If the estate has other beneficiaries or creditors, develop factual and legal arguments showing lack of prejudice or that counsel is necessary.
– Preserve the record on counsel withdrawal, extensions, and communication of intent to proceed pro se to avoid later procedural defaults.

Preventing post-withdrawal dismissal on appeal
– File timely notices, motions for extensions, and clerk’s-record requests immediately after counsel withdraws.
– If client intends to proceed pro se, file a statement of intent and proposed briefing schedule to negate grounds for dismissal for want of prosecution.
– When retention of new counsel is realistic, prioritize immediate substitution motions and emergency extensions.

Coordinating estate planning and family-law litigation
– When advising clients pre-death, consider drafting instruments or appointing independent executors with an eye to potential post-judgment litigation.
– Counsel clients about the litigation consequences of naming a spouse or child as executor who will also receive estate assets.
– Review potential conflicts between probate administration and existing divorce decrees or property partitions and plan concurrent proceedings strategically.

Citation

Suday v. Suday, No. 24-1009 (Tex. June 27, 2025).

Full Opinion

The full opinion is available here: http://docs.texasappellate.com/scotx/op/24-1009/2025-06-27.pc.pdf

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