I'm an associate member of AAPL and a petroleum geologist with more knowledge of NM land matters than Texas ones. When I got this question from a friend recently, I wanted to answer but really don't have the knowledge base myself to help.
Can someone here answer the question below with enough info to move my friend along?
"Recently, while updating our Wills, our lawyer suggested that my sister and I should be added as joint tenants to Mom's mineral rights. This morning I had conversations with both the Karnes County and Gaines County clerks offices. They both made it sound like not too much trouble. But beyond that, I'm not so sure how to proceed. So, if you are able to point me in the right direction, that would be much appreciated."And beyond that note of appreciation, I also thank those who may provide me with the info to point her in the right direction. Thanks so much!
Your friend needs to have their attorney that advised them to create a Mineral Deed from their mother conveying the minerals to them as joint tenants with their mother retaining a life estate to the minerals (she receives benefits from the minerals until her death, then the minerals would be owned jointly be the two siblings upon their mom's death). There can be one Mineral Deed. Make sure all the properties are described and the Mineral Deed needs to be filed in each County where the minerals are. (The same deed can be filed in multiple counties, or they can do separate Mineral Deeds for each County.
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I would suggest that your friend ask the lawyer about that for a better understanding of how the joint tenancy interest was created. Your friend's query sounds like an out of county inheritance situation that is usually memorialized in the county by Affidavit of Heirship or filing a certified copy of a probated Will. Once again, your friend's lawyer would be the best one to advise on that due to his/her knowledge of the facts.