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Dallas Estate Litigation Attorneys for Executor Misconduct

Before their passing, your loved one created a will and named an executor to administer the terms of the will during probate. However, you have major concerns over the way the executor has conducted their duties throughout the course of the process, and you have a lot of questions as to what an executor can and cannot do.

All executors of estates are fiduciaries, and they have the authority to distribute funds from the estate to pay off creditors and deliver inheritances to heirs and beneficiaries. Since they have access to a decedent’s financial assets, executors must act in accordance with all stipulations outlined in the will and administer the estate in the best interests of the estate instead of in their own best interests.

If you have concerns or questions about how the executor of your loved one’s estate is handling their duties, you can contact us for assistance. The Dallas estate litigation lawyers of Staubus and Randall have more than 100 years of combined legal experience, and we can sit with you and discuss your questions and concerns so that you understand exactly the estate executor’s roles and responsibilities. Call us at 214-691-3411, or reach out through our online contact form to schedule a free initial consultation. We are here to help.

executor of will

Executor Responsibilities

Regardless of their relationship with the deceased or the decedent’s heirs and loved ones, an executor has several duties they must fulfill in their role. Texas Estates Code § 403.051 details the duties of an independent executor this way:

  • The executor shall provide notices “regarding presentment of claims” to all beneficiaries and heirs named in the will as well as to all secured creditors who have a claim against the estate. These notices usually appear in a local newspaper and must follow a specific format.
  • The executor must provide notice to any unsecured creditors who have a claim against the estate.
  • The executor can approve, deny, or take no action on a claim, and they can classify claims based on priority for payment.

Executors must qualify with the court before they can be named. An executor must be an adult over the age of 18 and be of clear and sound mind. In Texas, those convicted of felonies cannot act as executors, and there may be conflicts of interests with a particular executor candidate, or the person may be found to be unsuitable for the task. Contact us today.

Executor Misconduct

Since an executor has access to a decedent’s financial assets, there is a tremendous amount of trust placed in the individual. While most executors conduct and fulfill their duties in confidence and with the utmost integrity, others seek to use their position for their own benefit. Even if the executor qualified for the role and was approved by the probate court, they can still act incompetently or improperly when administering the estate. Here are some of the common reasons for executor misconduct:

  • Failing to follow instructions or file the will with the probate court – The executor must follow all stipulations outlined in the will and make a full account of all the assets to be distributed. The executor must also provide public notices to creditors, heirs, and beneficiaries within certain timeframes, and they have many other duties they must perform in accordance with their role.
  • Gross misconduct, fraud, thievery, or mismanagement – The executor has access to the deceased testator’s assets and property. They may not take any of the funds for their own use. Also, the executor is prohibited from selling assets at prices below market value or otherwise misvaluing the estate’s property and assets.
  • Executor cannot fulfill duties – The executor may become incapacitated or otherwise be unable to fulfill their duties as an executor.
  • Conflict of interest – In certain situations, circumstances may arise that create a conflict of interest between the executor’s interests and the best interests of the estate.

Those who are dealing with an incompetent or unethical executor have the option of petitioning the court to remove the executor and name a new one. Contact us today.

Removing an Executor

The probate court has the authority to remove an executor of an estate with due cause. The court will typically not seek the removal of an executor on its own and will do so only after a petition from the estate’s aggrieved beneficiaries who provide evidence of executor misconduct.

Many times, a testator will name an alternative executor to step in should the primary executor not be able to fulfill their duties. If the will does not name an alternative executor, the court may look at other replacements, including surviving family members.

last will and testament

Contact Us for Help

You have been dealing with the loss of your loved one and have tried to move on. An important aspect of that process is administering your family member’s estate and completing the probate process. The last thing you need during this time is to have to deal with an unqualified or unscrupulous executor who either cannot effectively manage their executor duties or has essentially stolen assets from the estate for their own benefit.

Here at Staubus and Randall, our lawyers have more than 100 years of collective experience dealing with executor misconduct and other serious disputes and issues affecting estates. Our estate and probate litigation lawyers are among the best in the country, and we have earned AV Preeminent peer-review ratings along with many other top endorsements and accolades from our peers.

One of Texas’ premier full-service estate litigation law firms, we have successfully handled hundreds of complex cases involving executor misconduct, and we can help you through the process of investigating the executor’s actions and prosecuting their misconduct to the fullest extent of the law. We will aggressively fight to hold the executor responsible while assisting you with the selection and placement of a new executor.

You can call our law office at 214-691-3411, or you can reach out to use through our online contact form.

Staubus and Randall offers free initial consultations, and we are fully prepared to do whatever we can to help you through this difficult process during this already troubling time in your life.

The Firm

The attorneys at Staubus and Randall have over 100 years of combined experience in estate planning, probate, and litigation. We have the knowledge and skills to tackle complex legal issues, such as guardianships, will contests, fiduciary litigation, and trust litigation. We can also handle routine matters, such as estate administration, probating wills, heirship determinations, and other probate court matters.

Staubus and Randall received a preeminent AV rating from Martindale-Hubbell, which is the highest rating possible from a peer-rated legal service. This rating recognizes our hard work, dedication, and the case results we’re able to achieve.

Staubus & Randall Team

What Our Clients Say

"I recently had the occasion to hire Mr. Staubus for a hotly contested Guardianship matter. Mr. Staubus brought a rare combination of effectiveness, reasonableness and understanding of the human element involved. Mr. Staubus handled all things in a calm, highly competent, effective and reasonable way. It could not have been as easy as he made it seem. He's a credit to the Bar."

Jody

"Before retaining the guidance of the Staubus & Randall firm, I was at my wit's end trying to close an uncle's estate as a co-executor. In addition to dealing with difficult heirs, I had other pressing business issues coming up immediately on estate land in the middle of the Eagleford Shale including dealings with pipeline, seismic, oil & gas, and construction companies. The local bank also refused to give me access to information relating to the estate. This quickly became the most stressful and desperate time in my life...and then I found Joseph Legere who truly became my guardian angel. He was able to get all issues resolved efficiently and the estate fully closed. His professionalism, immense legal knowledge on a wide variety of topics, and amazing communication skills took the burdens off of me and quickly got closure. I am forever indebted to this firm for giving me my life back."

Martha

"Without exception, the legal service, professional attitude, prompt communication of your firm and your legal knowledge is second to none. I only wish I had an attorney here in Boston that could hold a candle to your experience and expertise. Working with you has been a pleasure, but even more, has made me believe that there are knowledgeable attorneys that do care about doing a good job. Thank you Keith! You may not truly understand how much of an impact you are having on peoples lives, but for me, you have helped change my life. As I begin making my dreams come true I can't help but remember none of this would be possible without you."

Joann

"Keith Staubus and Julie Blankenship and their team represented me in a jury trial in the probate court where the ownership of the business which I had worked hard to build was at stake. They successfully fought to preserve my business and my professional reputation, working masterfully to gain the support of the jury. I would not hesitate to hire them again in any bet-the-company litigation.”

Karen

"I have required legal representation twice in my life in two separate will contests. Both times I sought assistance from Keith Staubus and Staubus/Randall. Their service, approach, and determination to obtain results exceeded the other attorneys in each case. Mr. Staubus has always come across as genuine while being direct. He gets the process done in a timely manner with results. I will certainly use him again when and if any new challenges arise.”

David

"After my husband's death, I was devastated by having to defend against a vicious dispute over my husband's estate. Julie Blankenship and Keith Staubus made me feel very comfortable in this distressing situation. They were very tough and did an excellent job for me in obtaining a summary judgment in my favor without a full jury trial. I was glad to have them and Diane Walker in my corner to help me achieve an excellent result - I won! If I ever had to go back to probate court, I would hire them again.” - (will and trust construction case)

Flo

"If you need intervention for someone you love but don't know where to turn or who to turn to, Julie Blankenship and Keith Staubus helped me through the most difficult and stressful time in my life with a much loved family member. I now believe that good will triumph over evil. They fought for what was right, and good prevailed." (contested guardianship and will contest)

Janet

"As a professional money manager, I have used Ryan Randall's estate planning services both personally and for my clients. Ryan has exhibited three critical attributes in his work with me: (1) high intellectual capacity, (2) exceptional thoroughness, and (3) a total commitment to integrity. In today's litigious world, it can be quite costly not to "get things done right.” An added bonus to us was that we found one of the nicest people we could imagine.”

John

"I was represented by Keith Staubus as an income beneficiary in a lawsuit with the trustee of a family trust. Utilizing the expertise of a forensic accountant and his own trust expertise, Keith was able to negotiate a judicial modification of the trust providing for the buyout of my income interest for a substantial lump sum payment out of the trust, resulting in a win-win situation for all of the parties. I highly recommend Staubus/Randall for any trust disputes and trust modification actions."

Kathy

"I have been a wealth management specialist and retirement plan consultant with the Dallas/Fort Worth financial community for over 20 years. I have engaged Ryan Randall to work with a number of my best clients over the years, including business owners, professionals and families. My clients always appreciate Ryan’s straightforward approach to estate planning, asset protection planning and business succession planning. He makes even the most sophisticated estate planning strategies understandable."

Larry

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