Adult Guardianship Periodic Reporting Requirements in Texas
At a glance
| Covered guardian and report types | Person guardian: annual care and support report; estate guardian: inventory, annual and final accounts (§§ 1154.051, 1163.001–.002, .101, 1204.101) |
|---|---|
| First plan, inventory or account | Estate inventory/appraisement and claim list within 30 days of qualification unless court grants longer (§§ 1154.051–.053) |
| Repeat interval and due date | Person: 12-month period, due within 60 days after period ends; estate: first account within 60 days after first qualification anniversary, then annually (§§ 1163.001–.002, .102) |
| Condition and care-plan content | Person report covers residence, visits, health, treatment, activities, supports, unmet needs and guardianship powers (§ 1163.101(c)–(d)) |
| Property and accounting content | Estate account lists claims, property changes, receipts, disbursements and assets; person report covers support receipts/disbursements (§§ 1163.001(b), .101(b)) |
| Oath and required attachments | Sworn estate inventory/account with vouchers, bank statements and asset proof; person report sworn or statutory unsworn declaration (§§ 1154.053, 1163.003, .005, .101, .1011) |
| Who receives or may inspect the report | Estate account filed with county clerk and held 10 days before judge considers it; person report filed with court (§§ 1163.051(a)–(b), .101(a)) |
| Court review and late filing | Court approves or orders corrected reports/accounts; missed filing may trigger show-cause citation, revocation or fine (§§ 1163.051(e), .104, .151) |
| Final or change-triggered report | New estate property or claims prompt supplemental inventory; death report gives date/place; final estate settlement requires verified account (§§ 1154.101, 1163.103, 1204.101) |
Requirements one by one
Opening inventory
The estate guardian files a verified inventory and appraisement within 30 days after qualifying, unless the court grants longer. It covers property known to or possessed by the guardian (§ 1154.051), and includes an attached list of claims due to the ward (§ 1154.052). The list and inventory carry the guardian's sworn affidavit (§ 1154.053).
Recurring reports
The first estate account is due within 60 days after the first anniversary of qualification, subject to extension (§ 1163.001); later accounts are annual (§ 1163.002). The account details property changes, receipts and disbursements, cash and assets (§ 1163.001). Vouchers, bank statements and other asset proof accompany it (§ 1163.003). The guardian attaches an affidavit covering the accuracy of the account and the listed tax and bond matters (§ 1163.005).
The person guardian reports once a year (§ 1163.101). The reporting period ordinarily runs for 12 months from qualification or its anniversary, and the report is due within 60 days after that period ends (§ 1163.102). The sworn report includes support receipts and disbursements and an affidavit addressing the ward's residence, visits, health, treatment, activities, supports and unmet needs (§ 1163.101). A person guardian may use the specified unsworn declaration instead of the sworn declaration or affidavit (§ 1163.1011).
Court review
The estate account is filed with the county clerk and stays on file for 10 days before the judge considers it (§ 1163.051). If disapproved, the court orders another account within the period in its order, no later than 30 days after that order (§ 1163.051). The court also approves or rejects the person report and may require another within 30 days (§ 1163.104).
What trips people up
The court may waive annual estate accounts when the estate produces negligible or fixed income; the court can require an account when the estate closes (§ 1163.006). A missing account or report can lead to a show-cause citation; after hearing, the court may order filing and, absent good cause, revoke letters or impose a fine up to $1,000 (§ 1163.151).
Common questions
What if new estate property or a claim appears after the inventory? The guardian promptly files a verified supplemental inventory, appraisement and claims list (§ 1154.101).
How does the person report change if the ward dies? The guardian provides the known date and place of death in place of the usual ward information (§ 1163.103).
Is a final estate account required? Yes. The guardian presents a verified account for final settlement when the estate guardianship must be settled (§ 1204.101). The account includes vouchers for items not previously accounted for (§ 1204.102).
Statutes and sources
The quoted current Texas Estates Code sections were accessed October 3, 2026.
Source links
Every statute quoted above, linked, with the date we checked it.
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