In Texas, a beneficiary has a right to know what is going on with the money being held by a fiduciary. Whether the fiduciary is an executor, an administrator, or someone with a power of attorney, the right of the beneficiary to documentation is the same.
When the fiduciary fails, after proper requests, to furnish financial documents to which the beneficiary is entitled, the court can hold the fiduciary in contempt and even send him to jail.
While jail time is an extreme remedy, the court can impose it if the beneficiary is denied financial documents by the fiduciary that he is entitled to without good cause. 05-19-00327-CV.
By Robert Ray a Texas inheritance attorney. The foregoing information is general in nature and does not apply to every fact situation. If you are concerned about Texas inheritance laws, inheritance rights, probate limits, have a family inheritance dispute, a property dispute or want to know the reasons for contesting a will or protecting a will from a contest and need an inheritance lawyer, we can help. Please click on the “Contact Us” tab above and use the contact form to contact us today. We are Texas inheritance lawyers and would love to learn about your case. There is no fee for the initial consultation.
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