The San Antonio II Office of the Law Office of Bryan Fagan, PLLC proudly serves trust beneficiaries throughout San Antonio and Bexar County. We help beneficiaries understand their rights, protections, and expectations during trust administration under Texas law.
Beneficiaries often feel uncertain about what they are entitled to receive, how long trust administration should take, or whether a trustee is acting fairly. For this reason, our attorneys provide clear guidance, legal support, and advocacy to protect beneficiaries at every stage of the trust administration process.
A trust exists to support and protect beneficiaries. However, many beneficiaries feel excluded or uninformed once administration begins. Trustees may fail to communicate clearly, trust terms may feel confusing, or delays may raise concerns. The San Antonio II trust administration team explains beneficiary rights, reviews trustee conduct, and ensures compliance with the Texas Trust Code.
Beneficiary Rights Under the Texas Trust Code
Texas law grants beneficiaries specific rights designed to ensure transparency, fairness, and accountability during trust administration.
The Right to Access Trust Information
Under Texas law, beneficiaries may request important trust information, including:
- A complete copy of the trust document
- Any trust amendments or restatements
- Trust accounting reports
- A list of trust assets and liabilities
- Updates on investments and property management
Trustees are legally required to provide this information within a reasonable timeframe.
The Right to Fair & Impartial Treatment
Trustees have a legal duty to:
- Treat all beneficiaries fairly and impartially
- Avoid conflicts of interest
- Manage trust assets solely for the beneficiaries’ benefit
- Follow the trust’s terms exactly
Even when a trustee is also a beneficiary or family member, Texas law requires impartial treatment.
The Right to Timely & Proper Distributions
Beneficiaries have the right to:
- Receive distributions as outlined in the trust
- Know when distributions are expected
- Receive explanations for justified delays
- Obtain records for each distribution
Unreasonable delays may indicate mismanagement or a breach of fiduciary duty.
The Right to Transparent Communication
Trustees must communicate clearly with beneficiaries. This includes:
- Explaining major trust decisions
- Responding to beneficiary questions
- Providing updates on trust administration
- Clarifying financial or administrative changes
A lack of communication often signals potential trustee misconduct.
The Right to Hold Trustees Accountable
If a trustee acts improperly, beneficiaries may:
- Request a formal accounting
- Challenge questionable financial decisions
- Seek trustee removal
- Request mediation or court involvement
- File legal claims for trust-related losses
The San Antonio II Office helps beneficiaries assess concerns and pursue appropriate legal remedies.
How the San Antonio II Office Supports Beneficiaries
Our trust administration team supports beneficiaries by:
- Explaining trust documents in clear, plain language
- Reviewing trustee actions for legal compliance
- Requesting financial records and formal accountings
- Identifying conflicts of interest or mismanagement
- Communicating directly with trustees
- Resolving family disputes through mediation
- Representing beneficiaries in contested trust cases
- Ensuring transparency during asset distribution
Our goal is to ensure beneficiaries feel informed, confident, and fully protected throughout the trust administration process.