For probate and guardianship attorneys · Denton and Collin Counties

We handle everything that isn't legal work, so you can focus on what is.

Texas Fiduciary Group is a fiduciary subcontractor. We take on the operational side of complicated estates and guardianships, from asset discovery to court report data, so your team spends its hours on legal work.

Schedule a lunch and learn See what we handle
  • WhoProbate and guardianship attorneys and their teams
  • WhereDenton and Collin Counties
  • WhatAsset discovery, records, property, family updates, and court report data
  • NotLegal advice, pleadings, or court appearances. Those stay with you.

Sound familiar?

What slows matters down, and what we do about it

The painThe family calls your office every few days asking for updates.
What we doWe become the family's point of contact with scheduled updates. Legal questions still go to you.
The painThe 90-day inventory deadline arrives and half the accounts are still unknown.
What we doWe start account tracing on day one and deliver a working asset list with backup documents.
The painA vacant house sits unsecured, uninsured, or full of belongings.
What we doWe secure the property and coordinate locks, insurance contact, cleanout, and vendor bids.
The painParalegal hours go to chasing banks for date-of-death balances.
What we doWe handle the follow-up loop and log every request and response.
The painGuardianship annual accounts need receipts and statements nobody organized.
What we doWe keep a running ledger and document file all year, so the annual account is assembly, not archaeology.
The painHeirs are out of state and documents move slowly.
What we doWe manage document collection and signing logistics across distances.
The painReal property needs a value before a sale decision.
What we doWe pull appraisal district values and coordinate broker opinions or licensed appraisals for your review.

How it works

Where we plug into your case

From application to closing, we carry the deadline-heavy operational work.

  1. Filing
    You file the application.We start securing property and tracing assets the same week.
  2. Letters
    Letters issue.We use them to request statements and date-of-death balances.
  3. Inventory
    Inventory is due: 90 days in probate, 30 days in guardianship.You receive an organized asset list, values, and backup documents.
  4. Ongoing
    Administration.We handle family updates, vendors, property, and follow-ups.
  5. Annual / close
    Accounts and closing.We provide a year-round ledger and distribution receipts.

Services

What we handle

01

Asset inventory and valuation

Locate, document, and coordinate appraisals so the inventory is ready for attorney review.

02

Records and account tracing

Track down bank and brokerage accounts, vehicles, titles, appraisal district records, and safe deposit boxes.

03

Document collection

Gather, organize, and index statements, deeds, policies, and correspondence in one place.

04

Family and heir communication

Take the calls, give status updates, and keep beneficiaries informed so your office isn't the help desk.

05

Property securing and custody

Secure homes, vehicles, and devices, and document chain of custody for every handoff.

06

Follow-up management

Chase vendors, banks, and agencies until outstanding items close.

07

Court report data prep

Assemble the figures and backup for inventories, annual accounts, and reports. You draft and file.

We do
  • Gather facts and documents
  • Secure and track property
  • Keep families informed on status
  • Prepare figures and backup for your filings
We don't
  • Give legal advice
  • Draft pleadings
  • Appear in court
  • Make legal calls. Those are yours.

Questions attorneys ask

Common questions

Do you practice law or give legal advice?

No. Texas Fiduciary Group does not practice law. We gather facts, documents, and figures and hand them to you. You give the advice, make the legal decisions, and draft and file everything with the court.

Do you work on guardianships as well as probate?

Yes. Guardianships often have tighter timelines, including a 30-day inventory window, plus annual accounts every year. We keep a running ledger and document file so those filings come together quickly.

Where do you work?

We focus on estates and guardianships in Denton and Collin Counties, and we coordinate with heirs and family members wherever they live.

What do I actually receive?

An organized asset list with values and backup documents, a log of every request and response with banks and agencies, and, for ongoing matters, a year-round ledger with receipts. Everything is ready for your review.

How do we get started?

Email us to set up a 30-minute lunch and learn at your office. Bring a matter that's dragging, and we'll walk through where we'd take work off your team's plate.

Let's talk

Bring us your hardest matter.

We'd like to set up a 30-minute lunch and learn at your office. Bring a case that's dragging, and we'll show you where we'd take work off your team's plate.

Email docs@texasfiduciarygroup.com Call (000) 000-0000

Wesley Dameron · Texas Fiduciary Group

Texas Fiduciary Group is not a law firm and does not provide legal advice. Deadlines shown are general references; the attorney of record confirms the governing statutes, court orders, and local rules for each matter.