Inventory and Accounting Challenges

When money and property divides family.

Before the administration of an estate or trust is concluded, the trustee or personal representative must account for his/her management to the beneficiaries of that trust or estate. Depending upon the circumstances involved in a particular estate or trust, the accounting may be an informal exchange of information or a formal proceeding. These issues can be of great concern to the beneficiaries and often require legal representation to get the matter brought to a resolution. At The J. Guerra Law Firm we have the experience necessary to prepared and defended accountings for clients throughout Texas. If you are a personal representative of an estate or a trustee who requires the preparation of an accounting or you are a beneficiary of a will or trust and you believe you are entitled to an accounting, we can help you.

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