For Texas Trustees
You were named Trustee. We'll help you see what comes next.
Signing the Trust was step one. Now there are the duties Texas sets and the dates that run — and TrusteeClear organizes each one with the statute beside it, so you always know what the law provides. You don't have to figure this out alone.
Texas-specific · Statute-anchored · Multilingual
What you get
One next step at a time
No legal jargon, no guessing. See where things stand now and what's coming.
Texas deadline reminders
Email and text reminders at 7 days, 3 days, and 24 hours so nothing slips.
“Before you act” protection
Thinking about distributing, paying yourself, or selling? Each step opens to the statute it relates to and a consult-counsel notice first — you decide, and a licensed Texas attorney of your choosing can advise.
Learn as you go
Short, clear lessons explain each duty at the moment it matters.
Upload proof — or just submit a note
Don't have the perfect document? Submit what you know; you never get stuck.
Calm beneficiary communication
Sample wording for the hard questions, so you respond calmly — and a licensed Texas attorney of your choosing can advise on a legal one.
A protection record
A timestamped record of what you did and what was reviewed — and a closeout binder at the end.
In your language
English, Spanish, French, Haitian Creole, Russian, Ukrainian, and Hebrew (right-to-left).
Your firm gave you TrusteeClear
Backed by your law firm
If a Texas Estate-Planning firm set you up, your portal is branded as their firm. Your attorneys review the legal steps; TrusteeClear keeps everything organized between you and them.
No lawyer handling it?
For DIY & online Trusts
If the Trust was set up online (LegalZoom, Trust & Will) or the drafting attorney is no longer involved, start free — we'll explain your role in plain language, and everything you organize is ready to bring to a licensed Texas attorney of your choosing.
See Trustee pricing →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.
Take the first step — it's free.
A few short questions tell you what your Texas Trustee role requires. Nothing is filed or sent without your say-so.