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The Expert Training Series

Grief and the Fiduciary

Understanding what you carry, and how to work through it. A recorded session with grief guide Jessica Tomforde, in conversation with Junel Unrein.

Launching July 23, 2026 · Free · Certificate of completion

 
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Session Description


Professional fiduciaries are present for some of the most difficult moments in their clients' lives: declining capacity, family conflict, end-of-life decisions, the death of a person in their care. Over time, the accumulation of these experiences creates a weight that many fiduciaries carry without recognizing it as grief or understanding its impact on their judgment, their wellbeing, and their capacity to continue doing the work.

This session addresses grief from two perspectives. First, working with clients who are experiencing grief : how to recognize it, how it affects decision-making and behavior, and how fiduciaries can support their clients through these experiences while maintaining professional boundaries. Second, processing and healing from the accumulated grief that fiduciaries themselves carry: the toll of sustained proximity to loss, conflict, and vulnerability, and what practitioners can do to tend to their own resilience.

This is not abstract theory. It's practical, grounded guidance for professionals who carry significant emotional weight as a condition of their work.

Format


A recorded session in two parts: a focused presentation by Jessica Tomforde followed by a conversation with Junel Unrein applying the content through a fiduciary practice lens.

 

Following the session release, Jessica will be available in The Commons, our open community forums, for approximately one week to answer questions and continue the conversation with practitioners.

What you'll get

  • The recorded two-part session, on-demand

  • A week of direct access to Jessica in The Commons after release

  • A certificate of completion

CEU Note

 

Certificate of Completion provided upon completion of this session. Certificate holders may self-report continuing education where their certifying body allows.

 

Availability

 

Launching July 23, 2026.

It's free. Register now and the session will be available to you the moment it launches.

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About the Guest Expert

Jessica Tomforde is a death doula, grief guide, and founder of blue jae, based in Portland, Oregon. She brings death doula training, hospice experience, and 15 years of operational leadership to her work with individuals, families, and caregivers navigating end-of-life, grief, and mortality.

Jessica completed the Nine Keys Death Midwifery Apprenticeship and served as a bedside hospice doula at BeLoved Hospice, where she supported patients and families through the dying process and helped build their integrated doula program. She volunteers with End of Life Choices Oregon and is one of a small number of practitioners in the Portland area with specific knowledge of medical aid in dying.

Her work focuses on helping people understand their options, make meaning of their experiences, and face death and grief with clarity and connection.

 

Learn more at www.jessicatomforde.com.

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About The Fiduciary Institute

The Fiduciary Institute is a national platform for professional fiduciary training, tools, community, and credential development, founded by Junel Unrein, a National Certified Guardian and active professional fiduciary.

The Fiduciary Institute is a national professional fiduciary education, training, and credentialing organization.

 

© 2026 by The Fiduciary Institute. Powered and secured by Wix 

 

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