The Fort Worth Office of the Law Office of Bryan Fagan, PLLC is dedicated to supporting beneficiaries throughout Fort Worth, Arlington, Mansfield, Keller, Saginaw, Hurst, and the greater Tarrant County region as they navigate the trust administration process. Beneficiaries often feel confused or uninformed about their rights, timelines for distribution, or what they should expect from the trustee. Our goal is to provide clarity, reassurance, and strong legal guidance so beneficiaries understand and can exercise their rights under Texas law.
Trusts are created to provide financial protection and long-term stability for beneficiaries. However, when communication is limited or trust terms are difficult to interpret, beneficiaries may feel uncertain or powerless. Our Fort Worth attorneys help beneficiaries understand their legal protections, gain transparency into trust administration, and ensure that trustees fulfill their fiduciary obligations.
Beneficiary Rights Under Texas Trust Law
Texas law grants beneficiaries important legal rights designed to ensure fairness, transparency, and accurate trust administration.
Beneficiaries have the right to:
Receive Timely Information and Communication
Trustees must:
- Inform beneficiaries of the trust’s existence
- Respond to reasonable information requests
- Communicate changes or major decisions
- Provide updates regarding trust administration
Lack of communication is not acceptable under Texas law.
Access Trust Documents
Beneficiaries are entitled to receive:
- A complete copy of the trust agreement
- Amendments or supplemental trust documents
- Accounting reports upon request
- Information necessary to understand their interest
This empowers beneficiaries to monitor trust activity.
Fair and Impartial Treatment
Trustees must treat all beneficiaries:
- Equitably
- Without favoritism
- Without conflict of interest
This applies even when the trustee is also a beneficiary.
Proper and Timely Distributions
Beneficiaries have the right to receive:
- Distributions according to the trust terms
- Clear explanations of distribution timing
- Assurance that debts and taxes are properly handled before distributions
Unreasonable delays may be grounds for legal action.
Transparency in Financial Management
Beneficiaries may request:
- Trust accountings
- Transaction summaries
- Asset valuations
- Explanations of investment decisions
Trustees must maintain detailed financial records at all times.
Legal Remedies for Trustee Misconduct
If a trustee violates fiduciary duties, beneficiaries may pursue:
- Mediation
- Trustee removal
- Court-ordered accountings
- Financial compensation for losses
Our Fort Worth Office helps beneficiaries evaluate and enforce their rights under the Texas Trust Code.
How Our Fort Worth Office Supports Beneficiaries
We help beneficiaries by:
- Reviewing and explaining trust documents
- Ensuring trustees follow Texas law and trust terms
- Monitoring accounting, investment decisions, and communication
- Addressing unreasonable delays or unfair treatment
- Mediating disputes among beneficiaries and trustees
- Representing beneficiaries in contested trust matters
- Protecting beneficiary rights throughout administration
Our mission is to educate beneficiaries, promote transparency, and ensure fair treatment in trust administration.
