Beneficiary Guidance & Education

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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.

Meet Bryan Fagan, an unwavering advocate for families facing complex legal challenges across Texas. Hailing from Atascocita, near Houston, Bryan's legal journey began at South Texas College of Law, where his passion for family law ignited. With a deep understanding of family dynamics, Bryan offers a modern, efficient approach to family law, diverging from conventional practices.

Bryan Fagan

Owner/Managing Attorney

Mollie Levar, the Legal Office Administrator at The Law Office of Bryan Fagan, PLLC, brings more than twenty years of experience in office management and accounting to her role. Known for her cheerful demeanor and innovative problem-solving skills, Mollie has been instrumental in the firm's growth.

Mollie Levar

Legal Administrator

Introducing Megone Trewick, an associate attorney at Bryan Fagan, PLLC, bringing over 14 years of expertise in Estate Planning, Probate Law, and Family Law. With a dedication to expanding her Estate Planning practice, Megone, a graduate of the University of Florida Levin College of Law, holds certifications in Environmental Law, Land Use, and International and Comparative Law.

Megone Trewick

Lead Estate Planning Attorney

Glenda C. Clausell is the Supervising Estate Planning, Probate, and Guardianship Attorney at the Law Office of Bryan Fagan, guiding clients through estate planning, probate, and guardianship matters with dedication and care. She earned her B.A. in History from Texas A&M University and her J.D. from Thurgood Marshall School of Law at Texas Southern University.

Glenda Clausell

Supervising Attorney

Introducing Carl Ritter, a seasoned attorney at Bryan Fagan, PLLC, with over 35 years of expertise in family law and estate planning. Specializing in contested divorces, child custody disputes, guardianships, and contested wills, Carl is a formidable advocate for his clients. His fearlessness shines particularly in cases involving Child Protective Services (CPS), where he prioritizes his clients' best interests, especially in child custody matters.

Carl J. Ritter

Lead Attorney

Robert Ohanesian is a probate attorney at the Law Office of Bryan Fagan, committed to guiding families through legal challenges with compassion and expertise. A Texas State Bar member since 2017, he brings dedication and a passion for service to every case.

Robert Ohanesian

Attorney

Elizabeth “Libby” Ferguson, attorney at the Law Office of Bryan Fagan, holds a J.D. from New York Law School and a B.S. from the University of Colorado – Boulder. Passionate about guiding clients through legal challenges, Libby is a dedicated advocate. Outside of work, she enjoys time with her Brussels Griffons, Freddy and Gertie.

Elizabeth Ferguson

Attorney

At the Law Office of Bryan Fagan, we take pride in having dedicated attorneys who are committed to serving our clients with integrity and compassion. One of our esteemed team members, Solomon Holness, brings both a deep understanding of the law and a passion for helping families navigate probate matters.

Solomon Holness

Attorney

Meet Jasmin Wells, our dedicated Probate Paralegal, bringing a wealth of knowledge and experience to our team. Originally from California, Jasmin made the move to Austin in September 2020. She holds an Associate of Applied Science degree in Paralegal Studies, a testament to her commitment and passion for the legal field.

Jasmin Wells

Probate Paralegal

Eric Engel is an attorney at the Law Office of Bryan Fagan, PLLC in Dallas, Texas, where he focuses his practice on Family Law, Bankruptcy, and Probate. Before joining the firm, he operated his own practice, Engel Law Group, for over 20 years, representing clients across multiple states and federal districts.

Eric Engel

Attorney

Jerry Boone serves clients in both the Cypress and River Oaks offices. His practice focuses on family law, estate planning, probate, and civil litigation. Jerry holds a B.S. in Political Science from Texas Southern University (2004) and earned his J.D. from Southern University Law Center in 2012. He is licensed to practice in Texas, with additional admissions to the U.S. District Court (2013) and the Fifth Circuit Court of Appeals (2019).

Jerry Boone

Attorney

Bryan Bubis is a Senior Attorney and family law attorney at the Law Office of Bryan Fagan, PLLC, based in the firm’s Fort Worth office. Bryan brings a direct, creative, and client-focused approach to his practice, with extensive experience handling matters involving family law, criminal law, and probate and estate planning.

Bryan Bubis

Senior Attorney

Rebecca O’Connor is an attorney at the Law Office of Bryan Fagan, PLLC, serving clients from the firm’s Austin office. Rebecca focuses her practice on estate planning and probate matters, bringing both professional experience and personal insight to her work with individuals and families preparing for the future.

Rebecca O’Connor

Attorney

Estate Planning 101 eBook

Probate Estate Planning & Handbook

Caregiver Toolkit

Guardianship Handbook

Nearby Office

Contact us today to get the legal help you need:

Get In Touch With Us

Select the office location nearest to you or the one you’re most comfortable with to schedule an initial consultation.

Houston Corporate Office

281-562-7344

3707 Cypress Creek Parkway,
Suite 400
Houston, TX 77068

Atascocita Office

281-519-3083

7702 FM 1960 Rd E,
Suite 212
Humble, TX 77346

Kingwood Office

281-315-9737

900 Rockmead Dr #225,
Kingwood Area,
TX 77339

Woodlands Office

281-819-1726

25211 Grogans Mills Rd,
Suite 275
The Woodlands, TX 77380

River Oaks Office

281-519-6383

Virtual Office
3100 Richmond Avenue,
Suite 100, Houston TX 77098

Dallas Office

469-972-8473

12700 Hillcrest Rd.
Suite 201
Dallas, TX 75230

Austin Office

512-220-3593

11645 Angus Rd.,
Suite A3
Austin, TX 78759

San Antonio Office

430-300-3167

45 NE Interstate 410 Loop,
Suite 100, San Antonio,
TX 78216

San Antonio Office II

210-404-4911

Virtual Office
1002 N. Flores
St.San Antonio, TX 78212

Southwest Office

281-862-3605

Virtual Office
7324 Southwest Fwy,
Suite 570 Houston, TX 77074

Humble Office

281-817-1827

414 E Main St,
Humble,
TX 77338

Fort Worth Office

817-406-7230

204 W Central Ave,
Fort Worth,
TX 76164

The Heights Office

281-245-1776

848 Heights Blvd,
Houston,
TX 77007

Richmond Office

281-245-1907

806 Austin St,
Richmond,
TX 77469

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