Fiduciary Pathways™ Conservatorship
You want to do this work well. We'll show you how.
Learn the Conservatorship Lifecycle. Follow it from referral to final discharge.
The competencies for a defensible, sustainable practice.
Module 1 is open now and approved for
1.5 CEUs through the Center for
Guardianship Certification (CGC).
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 this curriculum helps you build.
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
The conservatorship lifecycle.
Referral to final discharge.
Sign up on the Interest List and get notified when each new module releases.
A capstone is in development. One complex case, start to finish.
0 / Introduction to The Fiduciary Method™
Every course at The Fiduciary Institute is built on the Fiduciary Method. This $99 course is included in any curriculum bundle purchase. Available Now.
1 / Conservatorship: Orientation & Lifecycle
Discover the lifecycle of Conservatorship cases and why Conservatorship is one of the most challenging fiduciary roles. Available Now.
2 / Referral, Petition & Case Acceptance
Understand how to recognize when to say yes to a case, and more importantly, when to say no. Available 2027.
3 / 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. Available 2027.
4 / First Contact & Estate Marshaling
Trauma-informed communication, and frameworks for approaching asset marshaling can save time and build relationships. Available 2027.
5 / Financial Stabilization & Benefits Protection
Understand the nuances of benefit qualification, and avoid inadvertently disqualifying your client. Available 2027.
6 / Financial Planning & Investment Stewardship
Prudent Investor guidelines, and working with financial specialists to ensure your client's assets are managed appropriately. Available 2027.
7 / 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. Available 2027.
8 / 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. Available 2027.
9 / 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. Available 2027.
Pricing
START WITH MODULE 1
$179 Ninety minutes. Five tools you'll keep. Approved for 1.5 CEUs through the Center for Guardianship Certification (CGC).