Specialist Knowledge for Fiduciary Practice
Professional fiduciaries work at the intersection of legal authority, financial management, healthcare decisions, family dynamics, and human vulnerability. The technical and interpersonal demands of this work extend well beyond what any single training program can cover.
The Expert Training Series™ brings subject matter specialists to the fiduciary audience on topics that directly affect practice: areas where fiduciaries need depth, perspective, and practical guidance from professionals with focused expertise. Each session pairs a specialist's knowledge with a fiduciary practice lens, ensuring the content connects directly to the decisions and situations practitioners encounter in their work.
Sessions are pre-recorded and available on-demand after their initial release. The series is designed to complement the Institute's core curriculum, not replace it, by addressing specialized topics in a focused, accessible format.
On-Demand Sessions
Every session in the Expert Training Series stays available after its release week. Each one is pre-recorded, free, and carries a certificate of completion. Start with whichever one meets you where your practice is right now.
01
Grief and the Fiduciary: Understanding what you carry, and how to work through it
With Jessica Tomforde, grief guide and death doula, in conversation with Junel Unrein. Released July 2026.
How to recognize grief in the people you serve, how it shapes decisions and behavior, and how to support someone through it while holding your professional footing. Then the half nobody trains for: the weight this work leaves with you, and what tending it actually looks like.
Free · Certificate of completion · 1.0 CEU through the Center for Guardianship Certification
02
Fiduciary Accounting: Demystified What your accounting says, what the court looks for, and how to be ready
With Angie King, ACP, in conversation with Junel Unrein. Released August 2026.
How an accounting is actually built, what a reviewer looks at first, and what sends one back. Plus the situations that make the accounting question inseparable from a judgment call: the case you inherit with commingled funds, the expense you can't substantiate, and documenting your own fee so it holds.
Free · Certificate of completion · 1.0 CEU through the Center for Guardianship Certification
Future Sessions
The Expert Training Series™ will continue with additional sessions on topics relevant to professional fiduciary practice. Future sessions are in planning and will be announced to the notification list as they are confirmed.
If you have a topic or specialist you would like to see featured, include your suggestion in the notification form above or contact us at info@thefiduciaryinstitute.com.