What information about the trust is the trustee obligated to provide to beneficiaries?

Under the Texas Trust Code, the trustee is obligated to provide trust beneficiaries with an annual accounting statement that includes:

assets,
expenditures,
income,
distributions to beneficiaries,
liabilities,
all other trust transactions, and
details of the bank into which trust cash is deposited.

Get in Touch With Us to Learn More

Our initial consultation is free of charge, and it carries no obligation of any kind.

Contact Us

Get In Touch