Relating to supporting vouchers and other documents attached to annual accounts filed by guardians of the estate.
SB 2903 requires Texas guardians of estates to attach specific documents to their annual financial accounts filed with the court. These documents include payment receipts or proof of payment, bank statements showing deposits, proof of securities or other assets, and property sale agreements. The law applies to all guardianship cases pending or commenced on or after September 1, 2025. This change standardizes the documentation needed for court review of estate finances.
Bill status
passed
3 of 5 stages cleared
Introduction
Mar 2025
Committee Review
May 2025
Senate Passage
May 2025
House Passage
Governor
Introduced Mar 14, 2025
Last action May 24, 2025
Maddy AI version diff · 1 comparison
What changed between versions
Introduced
→
Engrossed
·
5 edits
·
May 9, 2025
MODERATE
This bill updates the documentation requirements for guardians submitting annual estate accounts, replacing vague terms like 'receipts' with more specific documentation standards and adding new requirements for bank statements and asset proof. The changes aim to improve transparency and accountability in guardianship financial reporting.
Scope change
The bill applies to all guardianship proceedings pending or commenced on or after September 1, 2025, with no change to the overall scope of who must comply.
REQUIREMENT
Changed documentation requirements from general 'receipts' to specific 'voucher, including a receipt, invoice, or proof of payment' for each expense claimed
Added requirement for official bank or depository statements covering the entire accounting period, distinguishing between deposits and securities held for safekeeping
Expanded sale documentation from 'bill of sale' to include 'contract, or other agreement evidencing the sale'
Added explicit requirement to substantiate debit card purchases and ATM withdrawals as expenses paid from the guardianship estate
TIMELINE
Maintained effective date of September 1, 2025 for new guardianship proceedings
Floor votes
How they voted
This bill passed the Senate by voice vote (no roll call recorded).
Full legislative history
Actions timeline
Total actions
30
Key actions
9
Committee
10
May 24, 2025
Lower · Passed
Committee report sent to Calendars
lower
May 24, 2025
Lower · Passed
Committee report distributed
lower
May 21, 2025
Lower · Passed
Reported favorably w/o amendment(s)
lower
May 21, 2025
Lower · Passed
Testimony taken/registration(s) recorded in committee
lower
May 12, 2025
Committee
Referred to Judiciary & Civil Jurisprudence
lower
May 12, 2025
Introduced
Read first time
lower
May 9, 2025
Introduced
Received from the Senate
lower
May 9, 2025
Upper · Passed
Passed
upper
Apr 30, 2025
Upper · Passed
Committee report printed and distributed
upper
Apr 30, 2025
Upper · Passed
Reported favorably as substituted
upper
Apr 28, 2025
Upper · Passed
Vote taken in committee
upper
Apr 16, 2025
Upper · Passed
Left pending in committee
upper
Apr 7, 2025
Committee
Referred to Jurisprudence
upper
Apr 7, 2025
Introduced
Read first time
upper
2 primary · 0 co-sponsors
Sponsors
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