Help for Trustees Under a Revocable Trust

Texas Appleseed is a nonpartisan nonprofit focused on bringing about policies that are fair, just, and equitable for all Texans. Fueled by data, legal expertise, and a commitment to supporting vulnerable communities, its work has shaped hundreds of state and local polices and positively affected millions of Texans. For more information, visit texasappleseed.org.

AARP, with its nearly 38 million members in all 50 states and the District of Columbia, Puerto Rico, and U.S. Virgin Islands, is a nonpartisan, nonprofit, nationwide organization that helps people turn their goals and dreams into real possibilities, strengthens communities and fights for the issues that matter most to families such as healthcare, employment and income security, retirement planning, affordable utilities, and protection from financial abuse. In Texas, AARP has 2.3 million members. To learn more, visit aarp.org/tx.

This Guide was adapted from the Consumer Financial Protection Bureau's (the "CFPB's") Managing Someone Else's Money guides. Texas Appleseed and AARP prepared this Guide to include information about Texas state law and resources. The CFPB has not reviewed or approved the content in this Guide, and the CFPB does not necessarily endorse the final product.

We would like to thank Baker Botts L.L.P. for their pro bono support in creating and updating this series of guides.

We would also like to thank our Advisory Committee, whose expert guidance contributed greatly to the final guides: Bruce Bower; Judge Christine Butts; Bob Jackson; Helen Jenkins; and David Slayton.

Texas Appleseed would like to thank the Consumer Federation of America, Dallas Association of Young Lawyers Foundation, and J.P. Morgan Chase for their generous support of the online version of this toolkit.