Fiduciary Pathways™ Conservatorship
You want to do this work well. We'll show you how.
Nine modules. One case, start to finish.
The competencies for a defensible, sustainable practice.
Module 1 is open now.
*$179 can be applied toward the $999 purchase of the full curriculum. Offer expries 12/31/2026.
**$999 for a limited time
Why conservatorship is its own discipline
There's more to it than the paperwork.
Authority you have to read correctly. Decisions you have to defend. A record that holds up years later.
That's what these nine modules build.
Why Now
The founding price holds through December 31.
Every module as it releases. Your price, locked. It goes up when the window closes.
And the work rarely gives notice. Learn how to navigate a case before you're in one.
What you get
ONE CASE, ALL THE WAY THROUGH
A client comes to you as a referral and stays all the way through the full conservatorship lifecycle.
Pre-petition. Appointment. Stabilization. Ongoing management. Disputes. Closure.
Every phase of a conservatorship lifecycle. Nobody's estate at stake.
Who this is for
This is for you if:
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You've been offered a conservatorship.
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You do guardianship and the financial side is new.
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You've handled estates and want to know what's different here.
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You refer this work out and want to understand it.
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You're deciding whether this profession is yours.
Nobody has to do this alone.
The curriculum
Ten modules.
Referral to final discharge.
Founding members get every one as it releases, at the introductory bundled price.
A capstone is in development. One complex case, start to finish.
1 / Introduction to The Fiduciary Method™
Every course at The Fiduciary Institute is built on the Fiduciary Method. This $99 course is included in your bundle.
2 / Conservatorship: Orientation & Lifecycle
Discover the lifecycle of Conservatorship cases and why Conservatorship is one of the most challenging fiduciary roles.
3 / Referral, Petition & Case Acceptance
Understand how to recognize when to say yes to a case, and more importantly, when to say no.
4 / Authority Establishment, Bond & Compliance Setup
You'll learn what gives the conservator the authority they have and how to identify where that authority begins and ends.
5 / First Contact & Estate Marshaling
Trauma-informed communication, and frameworks for approaching asset marshaling can save time and build relationships.
6 / Financial Stabilization & Benefits Protection
Understand the nuances of benefit qualification, and avoid inadvertently disqualifying your client.
7 / Financial Planning & Investment Stewardship
Prudent Investor guidelines, and working with financial specialists to ensure your client's assets are managed appropriately.
8 / Benefits, Expenditure Decisions & Court Reporting
Decision-making, documentation, and court accountings. All key aspects of a defensible, sustainable practice. You'll learn about all of them.
9 / Financial Disputes, Exploitation Response & Authority Modifications
What to do when things don't go as planned or you accept a client who is in need of immediate intervention.
10 / Case Closure, Final Accounting & Successor Transition
Understand the four ways conservatorship cases end, including a fifth where the case continues, but not with you at the helm.
Pricing
START WITH MODULE 1
$179 Ninety minutes. Five tools you'll keep. 1.5 CEUs (certificate of completion provided).
Continue, and apply the full $179 toward the bundle price of $999.
TAKE THE WHOLE CONSERVATORSHIP BUNDLE
$999 through December 31, 2026.
Ten modules as they release. The Conservatorship Toolkit. Twelve months in the Professional Community. Your price, locked.