For Texas Successor Trustees
You were named Trustee. Nobody told you what comes next.
Made your Trust or Will online — and no one ever said what happens after?
The moment the person who made the trust dies or can no longer serve, the trustee's Texas duties begin — the assets to review, the records to keep, the dates Texas sets. TrusteeClear organizes the trust, keeps the statute beside each step, and holds the record for a licensed Texas attorney of your choosing.
Texas-specific software — not a law firm, not legal advice. TrusteeClear does not arrange attorney review.
Texas-specific · Clear guidance in 7 languages · Statute-anchored · From a 3rd-generation South Florida firm (45+ years)
This product is not a substitute for the advice of an attorney.
The Texas Trust Code, on a clock
The deadlines nobody told you about
When a Texas trust becomes irrevocable — usually when the person who made it dies — the successor trustee has statutory duties, and Texas sets fewer fixed dates than you might expect: here is what runs, and what does not.
Prop. Code §117.006 · A reasonable time
Review the trust's assets
Within a reasonable time after accepting the trusteeship or receiving trust assets, the trustee reviews them and decides what to keep and what to dispose of. Texas sets no number of days.
Recorded in the file as you go, with the statute beside it.
No statutory notice
No notice to file, no Notice of Trust
Texas sets no notice to beneficiaries after a trustee accepts, and no Notice of Trust filing. The common-law duty to keep beneficiaries informed remains, and a beneficiary may ask for information at any time.
Prop. Code §111.0035(c) — the terms cannot limit this duty for a beneficiary of an irrevocable trust who is 25 or older.
Prop. Code §113.151 · 90 days
Answer a written demand for an accounting
A beneficiary may demand a written statement of accounts. If it is not delivered on or before the 90th day after the trustee receives the demand, a beneficiary may ask a court to compel it. A trustee is not required to account more than once every 12 months unless a court orders it.
The one dated clock Texas sets — counted from the day the demand is received, with reminders before day 90.
What the Texas Trust Code asks of a trustee
- Accept the trusteeship — by signing the trust or a separate written acceptance (Prop. Code §112.009).
- Administer the trust in good faith, according to its terms and the Texas Trust Code (Prop. Code §113.051).
- Review the trust's assets within a reasonable time after accepting, and decide what to keep (Prop. Code §117.006).
- Invest as a prudent investor would (Prop. Code §117.004), loyally (Prop. Code §117.007) and impartially (Prop. Code §117.008).
- Keep beneficiaries informed — a common-law duty a trust's terms cannot limit for a beneficiary 25 or older of an irrevocable trust (Prop. Code §111.0035(c)).
- Answer a beneficiary's written demand for a statement of accounts; if it is not delivered by the 90th day, the beneficiary may sue to compel it (Prop. Code §113.151).
- Cotrustees may act by majority decision (Prop. Code §113.085).
- Reasonable compensation unless the trust says otherwise (Prop. Code §114.061), and reimbursement of expenses (Prop. Code §114.063).
Trust made online? The duties are exactly the same.
Trusts created through online services or from templates carry the same Texas Trust Code obligations as attorney-drafted ones — there's just no law office calling to tell you. If the drafting attorney has retired, moved on, or was never involved, the responsibility still sits with the trustee.
These duties belong to the trustee personally. Missing them can expose the trustee to challenges from beneficiaries and complicate the administration — the point of a clear process is that nothing is missed.
The product, not the promise
Watch one matter move — three moments, on the record.
Week one — the role, mapped
Accept the trusteeship — Prop. Code §112.009
DoneReview the assets and decide what to keep — Prop. Code §117.006
DraftedPrepare the certification of trust from your answers — Prop. Code §114.086
You sign itOpen the trust's records and ledger — Prop. Code §113.151 when asked
ScheduledDrafted from your answers — the Prop. Code §114.086 certification of trust
The statute sets what must be said. Your answers fill it in. The software never composes law.
The append-only record — who did what, when
14:02 — Certification of trust approved — Trustee
14:31 — Asset review recorded — Trustee
15:10 — Accounting demand received · day 90 set — system
In checkable numbers
- languages, with the whole journey guided in your own
- 7
- statutory clock — the 90-day accounting demand — mapped to your timelineProp. Code §113.151
- 1
- Texas instruments produced, each cited to its statute
- 3
- one-time founding membership — for the life of the matter
- $199
Counts are derived at render from the shipped registries — they cannot drift from the product.
From named to guided, in three steps
How TrusteeClear guides you
1
Upload the trust
AI organizes what the document says with source references for you to check and confirm.
2
See every duty and date
Your Texas duties are mapped to a clear timeline — the asset review, the records, the 90-day answer to an accounting demand — with reminders before anything comes due.
3
Take each step, guided
Clear information for every step, a documented record as you go, and everything ready to bring to a licensed Texas attorney of your choosing whenever a legal judgment is needed.
What we produce
Real Texas instruments — not templates with blanks.
Certification of Trust
Prop. Code §114.086
Written Statement of Accounts
Prop. Code §113.151
Trustee's Written Acceptance
Prop. Code §112.009
Founding member — first 10 Trusts
$199 · lifetime membership for your trust
One payment. Organizing your documents is free; the founding membership covers your trust's guided administration — duties, dates, documents, and record — for the life of the matter.
- Guided duties & first steps
- Statutory deadline tracking
- Trust accounting & the file's records
- Court forms & document vault
- Everything ready for your own attorney
TrusteeClear is software, not a law firm, and does not give legal advice. It does not arrange attorney review. A licensed Texas attorney of your choosing can read your record at any time.
Your attorney, your choice
AI organizes. You decide. Your attorney, if you have one, gets a complete record.
When a step calls for legal judgment, the platform says so and points you to a licensed Texas attorney of your choosing. TrusteeClear does not arrange attorney review. Nothing auto-files, ever.
Working with your own attorney →For estate-planning firms
Are you a Texas estate-planning firm?
License TrusteeClear as your firm's branded trustee layer — AI analysis under attorney control, supervised administration, and the client experience your competitors don't have.
Security & isolation, not an afterthought
Built to be trusted with a family's business.
Tenant isolation
Every firm and family is isolated at the database with row-level security — not just in app code.
Encryption
Encrypted in transit and at rest; secrets are server-only and never exposed to the browser.
Provenance trail
An append-only record of what was generated, cited, and reviewed.
Your attorney, your choice
TrusteeClear does not provide attorney review to individual customers. Your record is organized so a licensed Texas attorney of your choosing can read it at any time.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the clear step-by-step guidance, and exactly when a Texas attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Start your Texas trust file.
Open the file, choose Texas as the law that governs the trust, and see exactly what your trustee role requires — before anything is filed.