A Process That Deserves More Attention
When people talk about estate planning, the focus is usually on creating a will or setting up a trust. What often gets overlooked is what happens after—the trust administration itself. This is the stage where the trustee (sometimes called an executor in other contexts) steps in to carry out the wishes written in the trust. For families in Texas, especially those balancing property, businesses, or even a family ranch, trust administration can feel like both a responsibility and a burden.
The reality is, it’s not just paperwork. It’s about honoring someone’s legacy while making sure beneficiaries receive what they’re entitled to, without confusion or conflict.
The Trustee’s Role
Being named as a trustee isn’t a ceremonial title—it comes with real responsibilities. A trustee must manage the trust assets, handle debts or taxes, and then distribute the property according to the trust document. That might mean selling a house, managing bank accounts, or making sure investment accounts are handled properly.
I once heard from a client in San Antonio who stepped into the role of trustee for her aunt’s trust. She expected a few signatures and phone calls, but instead found herself juggling appraisals, coordinating with accountants, and answering anxious calls from beneficiaries. It was overwhelming, but with the right legal guidance, she was able to get through it smoothly.
What Beneficiaries Should Expect
Beneficiaries often don’t realize that trust administration isn’t immediate. Just because someone has passed doesn’t mean assets are handed out the next day. Creditors need to be addressed, tax filings completed, and sometimes assets sold before distributions can be made.
That said, beneficiaries have rights too. They should receive information about the trust, updates about the administration process, and transparency about how assets are being managed. If something feels off or communication is lacking, beneficiaries have the ability to ask questions and, in some cases, take legal steps to ensure fairness.
Common Hiccups Along the Way
Even with the best intentions, trust administration can get messy. Property might not have been properly titled in the trust. A beneficiary might dispute how something is being handled. Or maybe the trustee simply doesn’t understand their legal obligations. I’ve seen families in Corpus Christi and Laredo struggle because they thought the trust itself would prevent disputes, when in fact, the administration stage was where disagreements surfaced.
This is where having professional guidance really matters. The trustee doesn’t have to go it alone—working with an attorney can help avoid mistakes that lead to bigger issues later.
Taking the Weight Off Your Shoulders
If you’re stepping into the role of trustee, start by reading the trust document carefully. Every detail matters. Next, gather information about all the assets—property deeds, bank accounts, investments, even personal property of value. Keep good records of every action you take, because at some point, beneficiaries will want to see proof of how the trust was managed.
At Barrus and Roberts, PC, we’ve guided both trustees and beneficiaries through this process. Sometimes, it’s as simple as clarifying the next step. Other times, it’s helping manage disputes before they turn into costly court battles. You can learn more about how we support families with trust administration at www.brlawyer.net.
Honoring the Promise Behind the Paperwork
At the heart of trust administration is a promise: the person who created the trust wanted their wishes carried out faithfully. While the process may seem technical or overwhelming, it’s really about following through on that promise.
If you’re a trustee, remember you’re not alone. If you’re a beneficiary, know that you have rights and a voice in the process. With clear communication and the right guidance, trust administration doesn’t have to feel like a battle—it can be the final step in honoring a life well lived.