Building a High-Integrity Future
for Professional Fiduciary Practice
At The Fiduciary Institute, we equip thoughtful, capable professional fiduciaries to serve with clarity, integrity, and steadiness.
We help emerging practitioners enter the field with confidence — and we help experienced professional fiduciaries build sustainable practices rooted in sound judgment and strong systems.
Our work is grounded in professional excellence, and in honoring the trust placed in fiduciaries during life’s most significant transitions.
Why I Started The Fiduciary Institute
I came to professional fiduciary work the way many of us do: through responsibility that was human, personal, and deeply real.
My early career was in organizational development and financial services — building systems, leading operations, and helping people make decisions with clarity. Nothing about that path pointed directly to fiduciary work. And yet, the through-line was always there:
People needed someone steady.
Someone who could think clearly when things were emotional or complex.
Someone who could be trusted when families weren’t aligned or when a person could no longer advocate for themselves.
That led me into fiduciary work — and once I was in it, I realized two truths immediately:
1. This work is vital.
It protects dignity, stability, and the ability for people to live according to their wishes.
2. Most fiduciaries are doing this work without the structure, training, or professional support other fields take for granted.
People enter this profession with skill, heart, and integrity — but too often, they’re left to reinvent systems, piece together information, or learn through trial and error.
The work deserves better.
So do the practitioners doing it.
And so do the individuals and families placing their trust in us.
That is why I created The Fiduciary Institute:
To build the professional home this field has always needed.
— Junel Unrein
The Fiduciary Institute is a professional home.
The Fiduciary Institute provides the structure, standards, and support that strengthen fiduciary judgment and practice.
It is a place for fiduciaries to learn, grow, sharpen decision-making, build sustainable systems, and stay rooted in integrity — at every stage of their career.
What We Provide
• Learn & Grow: Courses that strengthen judgment, clarify authority, and build professional competence.
• Work Smarter: Practical systems and tools that reduce overwhelm, streamline casework, and support consistent practice.
• Connect & Contribute: A professional community where fiduciaries share insight, strengthen standards, and shape the future of the field.
• Support at Every Stage: Guidance for new practitioners, emerging leaders, and established fiduciaries expanding capacity.
“Professional fiduciary work is not only a profession.
It is a calling.”
We exist to prepare and support leaders who act with independence, precision, and integrity — especially in moments where trust matters most.
If you're here because you feel that calling too, you’re in the right place.
There is room for you here.
We are building this profession together.
-Junel Unrein
Our Mission & Vision
The fiduciary profession deserves structure, clarity, and a shared standard of excellence. Here’s what we are working toward.
Our Mission
To strengthen and professionalize fiduciary practice by equipping practitioners with shared standards, practical tools, and a community of support — so they can exercise sound judgment and ethical stewardship in the moments that matter most.
Our Vision
A fiduciary profession defined by competence, integrity, and a shared professional identity — where practitioners are supported, trusted, and prepared to make high-stakes decisions with clarity and care.
We are not just training fiduciaries.
We are shaping the profession.
