How often and to what extent must the Executor keep records and books open to inspection of the beneficiaries.?
2 attorney answers
If you are executor of your mother's Will and a trust was created by her Will, you are trustee of the trust. The Texas Estates Code requires that you provide an annual accounting to beneficiaries 25 and older, nothing more. You are not their dogsbody.
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Doing this type of work is often a thankless chore for this reason. An attorney might be of help since the other family member would know that you have a third party helping out. I don't know anything about specific requirements in TX but we do an annual written accounting to the beneficiaries and also answer questions as they arise. Perhaps you have been sending updates too often.
Mr. Stanfield is a military trial lawyer that represents Servicemembers around the world. All responses provided are for informational purposes only and are not personal legal advice and do not create an attorney-client relationship. Additional information is available on his website at https://rklawoffice.com/