- Located in Fort Worth - Serving all of Texas
- Simplifying Estate and Trust Administration
Strategic Fiduciary Consultants acts as the dedicated agent for families navigating the probate process. While your attorney handles the legal filings, we provide the practical executor help required to secure assets, manage vendors, and prepare the estate for distribution. We bridge the gap between legal counsel and the physical reality of the estate.
For families dealing with a complex estate, the administrative burden can be overwhelming. Scattered accounts, physical property in multiple locations, and business interests create a logistical minefield. Executors often face personal liability if assets are lost or debts go unpaid. We step in to mitigate these risks, ensuring every asset is identified, secured, and properly valued.
We provide a complete infrastructure to support the Executor, handling the heavy lifting of administration tasks that often catch families by surprise:
Physical Asset Marshalling & Security
Immediate Security: We secure residences by changing locks, setting alarms, and coordinating property inspections.
Inventory & Valuation: We conduct detailed video and photo inventories of household goods, identifying high-value items for appraisal and safekeeping.
Logistics: We manage the physical “clean out” of homes, coordinate with estate sale companies, and handle the title transfer or sale of vehicles.
Financial Triage & Asset Discovery
Forensic Review: We comb through mail and past records to identify scattered bank accounts, forgotten life insurance policies, and digital assets.
Claims Processing: We handle the paperwork for life insurance, death benefits, and unclaimed property recovery.
Date-of-Death Valuation: We secure precise date-of-death balances for all financial accounts, a critical step for the legal Inventory, Appraisement, and List of Claims.
Bill Pay, Vendor Management & Liability Protection
Expense Management: We review all incoming invoices, disputing invalid charges and ensuring utilities, insurance, and taxes are paid to prevent asset loss.
Subscription Audits: We identify and cancel recurring charges for streaming services, memberships, and unneeded subscriptions to stop the “cash bleed.”
Vendor Coordination: We supervise contractors, pool services, and maintenance crews to keep real estate assets market-ready.
We specialize in the “messy” work that banks refuse and law firms don’t handle. By partnering with SFC, Executors gain a professional partner, ensuring the estate is administered efficiently, transparently, and in full compliance with fiduciary standards.
Located in Fort Worth – Serving all of Texas
