Practice Management

Bought the right software and still not using it? The problem usually isn't fit. It's practice maturity. Here are the five levels and what each can do with technology.

If you're thinking about becoming a professional fiduciary, at some point you sit down and try to price it out. Find out what number matters more than the ones you're already asking about.

Fiduciary Practice is open: the curriculum for building and launching a fiduciary practice, from entity setup to your first appointment.

No one hands you a fiduciary appointment and mentions the grief. You expect the paperwork, the deadlines, the court reporting. What you don't expect is how close this work keeps you to loss, and how much of it you end up carrying yourself. If you've ever closed out an estate and felt something heavier than tired, or sat with a client through a decline and had nowhere to put what you witnessed, this one's for you. Grief runs through fiduciary work from both directions. The peo

Not all fiduciaries are the same. If you're a solo ager or without obvious next of kin, here are the questions that reveal a true fiduciary relationship.

Illinois legislation requiring national certification and oversight for private guardians signals a shift toward mandated professional standards. The fiduciary profession has a choice: lead through self-regulation or follow through compliance.