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The guardian of the person and estate must file the bond and oath or declaration within 20 days of the appointing order, explain the Ward's Bill of Rights (§ 1151.351, attached) on appointment and each annual renewal, give creditor notices (publication within one month; qualified delivery to secured creditors within four months) with proof filed, file the inventory, appraisement and list of claims within 30 days of qualification, file both the sworn annual account and the annual report on the ward's condition within 60 days after each anniversary (forms on the court's Orders & Forms page), keep funds in insured, interest-bearing accounts under an approved investment plan, obtain court orders before any expenditure (including an allowance) and before disposing of non-cash assets, keep records, keep Social Security funds separate, preserve and insure assets, file the final accounting and final report when the guardianship closes, and consult counsel; with the fiduciary do's and don'ts and bond responsibilities; signed and filed by the guardian.
Applies to fiduciaries appointed by Bexar County Probate Court No. 3 (Judge Barbie Scharf-Zeldes), who must sign the instructions and file them with the clerk; not registered on TOPICs — posted on the court's Orders & Forms page. Procedural information only; not legal advice.
CAUSE NO. _____________________________ IN THE GUARDIANSHIP OF § IN THE PROBATE COURT § ________________________________, § NO. 3 § AN INCAPACITATED PERSON/ MINOR CHILD § BEXAR COUNTY, TEXAS COURT INSTRUCTIONS TO THE GUARDIAN OF THE PERSON AND ESTATE OF AN INCAPACITATED ADULT OR MINOR As the duly appointed Guardian of the Person and Estate of the above-named ward, the Court hereby advises you that
Reviewer note: Composed 2026-09-08 from BenchPath's own-site custody copy (native text layer read in full). Issued over the judge's signature block, so judge-joined. The cash-reconciliation worksheet attached to the instructions is described, not reproduced.
G-2026-045-SC required anyone using generative AI to disclose it on the face of the filing and add a scripted certification, on pain of striking, denial of relief or monetary penalties. Rule 2.515(d)(2) and AOSC26-12 preempted it on June 15, 2026, so it could not be enforced — and by August 16, 2026 the Seventh Circuit had removed the order from its published register (no rescission instrument appears there). BenchPath holds the hashed capture as the historical record.
3 verbatim requirements on divisional requirements in ANDREW L. SIEGEL's division.
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