Trust Administration

Experienced guidance for managing trusts effectively

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Support for Trustees and Beneficiaries

Helping Houston families administer trusts with confidence

Administering a trust comes with significant responsibilities and legal obligations. At Lindholm Law, we assist trustees and beneficiaries throughout Houston in managing trusts efficiently and in compliance with Texas law. Our goal is to make the process clear, reduce the risk of disputes, and ensure that the grantor’s wishes are honored. Whether you are a first-time trustee or overseeing a complex trust, we provide the guidance you need every step of the way.

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Key Considerations for Administering Trusts

Essential insights for trustees and heirs

Trust administration requires careful attention to detail and strict adherence to the trust document’s terms. Texas law imposes fiduciary duties on trustees, meaning they must act in the best interest of beneficiaries and manage assets prudently. Harris County families often benefit from professional legal guidance to ensure compliance and avoid personal liability.



Proper accounting and regular communication with beneficiaries are critical for building trust and preventing misunderstandings. In some cases, disputes may arise over distributions or management decisions. We work proactively to resolve conflicts and protect the integrity of the trust. Whether the trust is simple or involves complex assets, having a knowledgeable attorney can make the process smoother and less stressful.

Common Questions About Trust Administration

Thorough answers for Houston trustees and beneficiaries

  • What are my duties as a trustee?

    As a trustee, you are responsible for managing the trust assets, following the terms of the trust, and acting in the best interest of the beneficiaries. This includes maintaining accurate records, providing reports, and making prudent investment decisions. Failing to meet these duties can result in personal liability, so legal guidance is highly recommended.

  • Do I need an attorney to administer a trust?

    While it is not legally required, working with an attorney can help you navigate complex requirements and avoid mistakes. We provide step-by-step guidance to ensure compliance with Texas law and the trust’s terms. Our support also reduces stress and helps prevent costly disputes with beneficiaries.

  • How long does trust administration take?

    The timeline varies based on the trust’s complexity and the assets involved. Some trusts can be administered in a few months, while others may last for years if they include ongoing management or distributions. We help you create a plan to manage the trust efficiently and in accordance with legal obligations.

  • Can beneficiaries challenge how a trust is managed?

    Yes, beneficiaries can raise concerns or file legal actions if they believe a trustee is not fulfilling their duties. We work with trustees to ensure transparency and proper management to reduce the risk of disputes. If conflicts arise, we also provide representation to resolve issues quickly and fairly.

  • What happens if I make a mistake as a trustee?

    Mistakes can lead to personal liability, especially if they result in financial losses for the beneficiaries. Seeking legal counsel early in the process helps prevent errors and protects you as you carry out your duties. Our goal is to guide you through each step and safeguard both you and the trust.