(a) To the extent allowed and in the manner required by federal law, a financial institution or other person, as applicable, shall on request provide the program with access to financial institution records, accounting records, and other financial records concerning a ward or the ward’s estate, including receipts, records of deposits and withdrawals, invoices, bills, and any other records of transactions involving the money or assets of a ward or the ward’s estate, for purposes of conducting reviews and audits under the program.
(b) The program may request the court in which the guardianship is pending to order a financial institution or other person who possesses the records described by Subsection (a) to provide the records to the program.

Ask a legal question, get an answer ASAP!
Click here to chat with a lawyer about your rights.

Terms Used In Texas Government Code 72.1221

  • Assets: (1) The property comprising the estate of a deceased person, or (2) the property in a trust account.

(c) After notice and a hearing, the court may issue an order requiring the financial institution or other person to provide the records to the program under the conditions the court prescribes.