Advising Trustees

If you have been named as a trustee of a trust, your duties and obligations can be confusing, especially if the trust you are responsible for holds significant or exotic assets. In order to properly carry out the duties of this trusted position, it can be highly beneficial to consult with an estate planning and trust lawyer.

Advising Trustees on Their Duties and Responsibilities

At Hayes & Wilson, our attorneys offer a wide variety of estate services, including trustee advisement. We have created a substantial number of trusts and have an in-depth understanding of these complex legal instruments. This allows us to provide intelligent and practical advice to trustees, both at the commencement of their duties and throughout the life of the trust.

As a trustee, you are legally responsible for administering the trust according to the terms of its creation. Additionally, trustees have certain accounting and reporting duties. When you work with our law firm, we will help you:

  • Understand your role as a trustee
  • Execute your trustee duties
  • Create fiduciary accountings, if appropriate
  • Ensure that legal deadlines are met
  • Make proper and timely disbursements
  • Maintain compliance with tax and estate laws

The position of trustee holds a great deal of responsibility. Let us help you perform your duties and ensure that you are protected from potential trust disputes.

Call for a Consultation with a Texas Trust Administration Attorney

To learn more about your estate planning options, contact our Houston attorneys at 713-880-3939. As a benefit to our clients, we offer fixed fees for most services.