I am Executor of my mother's trust. There are 3 other heirs. All of us live in different states. I have sent monthly documentation to all showing account balance & been very transparent. I hired a realtor to sell the house, hired an estate co. to clean it out, and now hired professional help in negotiating medical bills. One brother feels he could have done it but all are unhappy with my decision. They send daily demands wanting the name of the co. I hired, names of individuals on negotiating team, status of each negotiation, name and acct. # of bank where estate account is kept, etc. Two of them have made remarks that I'm "incompetent" and "unable" to act as Executor. The will states: "The Trustee shall at all times keep proper records and books of accounts which shall be open to the inspection of the beneficiaries at all reasonable times". How much detailed information must I continually provide? FYI, I am a meticulous record keeper & have no problem justifying every dime spent to settle the estate which is less than 80k. They know in their hearts I am the serious one who plays by the rules but their new doubts & attitudes are causing concern. Do I need a lawyer?
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/
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.
Information provided here cannot substitute for a personal consultation with an attorney. This is not intended to be legal advise or to imply an attorney-client relationship. This attorney is not responsible for your reliance on it without specific, actual and independent written authority.
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