Texas Trustee Duties Packet

The Texas Trustee duties packet — your statutory organizer

AI organizes what your Trust says and the facts you confirm into a clear duties packet — TrusteeClear's own software work: the Texas Trust Code's trustee duties with the statute text, your dates, your beneficiaries, your assets, and your task list. It is general information, not legal advice, and a licensed Texas attorney of your choosing can read it at any time.

$495$199

Founding-member price for the first 10 Trusts — list price $495.

Beta pricing · packet preparation, TrusteeClear's own software work

Includes the AI Organization Summary.

Start with the free role check

What's inside

Your role and how the Trust defines it
The duties that apply to your situation
Key dates — the asset review and the 90-day answer to an accounting demand
A documents-and-assets starting checklist
Red-flag issues to raise with an attorney
Clear, simple first steps

How it works

1. Free role check. Answer a few questions about the Trust and your situation.
2. Upload & organize. Add the Trust; AI organizes the key facts (you confirm them).
3. Independent review, if you want it. Bring the packet to a licensed Texas attorney of your choosing, if you have one — TrusteeClear does not arrange attorney review.
4. Delivered to you. You get the packet in your portal — and can save it as a PDF.

Ready to see what your role requires?

Start the free role check

General information, not legal advice. The price buys packet preparation by TrusteeClear. TrusteeClear does not arrange attorney review, and filing is handled by you or your attorney, never by TrusteeClear.