Discover the World of Professional Fiduciaries
Explore the profession of fiduciary practice across guardianship, conservatorship, trust and estate administration, personal representative, POA, and representative payee roles.
Learn what fiduciaries do, who they serve, and whether this meaningful, high-integrity profession aligns with your strengths.
Start your journey today with our free 20-minute mini-course, What a Fiduciary Is (and Isn’t).
What Is Fiduciary Foundations™?
Fiduciary Foundations™ is the entry point into the field — designed for individuals exploring the profession or assessing whether a fiduciary career is the right fit.
It includes two introductory courses, each serving a distinct purpose:
1. Understanding the Profession — For allied professionals, students, and curious learners
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Gain a clear, accessible overview of the fiduciary field
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Learn what fiduciaries do across all six roles
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Understand the legal and ethical foundations of fiduciary work
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See how fiduciaries partner with courts, attorneys, families, and agencies
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Explore real-world examples that bring the profession to life
2. Career Exploration — For those discerning whether to pursue fiduciary work
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A guided, reflective exploration of your interests, skills, and long-term goals:
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Identify your strengths and natural alignments within the profession
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Learn the different career paths and practice structures
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Understand the realities, challenges, and rewards of fiduciary work
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Clarify whether this is the right professional direction for you
Outcome: Fiduciary Foundations™ helps you move from curiosity to clarity.
You’ll gain insight, context, and direction — without needing prior experience or committing to practice training.
Step One: Explore with the Free Mini-Course
Start your journey with a 20-minute mini-course that covers:
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What professional fiduciaries really do
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Five professional fiduciary roles — guardian, conservator, trustee, personal representative, and agent under Power Of Attorney
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Myths vs realities of fiduciary practice
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How to assess your fit and readiness
20 minutes to explore, learn, and see how fiduciary practice aligns with your strengths.
Go Further with
Fiduciary Foundations™
After the mini-course, continue into the full Foundations experience — offered in two distinct learning paths:
Understanding the Profession
Gain a clear, high-level understanding of fiduciary roles, responsibilities, and professional context.
Career Exploration
Reflect on your professional direction, identify strengths, and determine whether fiduciary work is aligned with your goals.
Outcomes Across Both Courses
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Understand the landscape of fiduciary practice
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Learn the language and core concepts of the field
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Build confidence in navigating fiduciary situations at a conceptual level
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Clarify whether to pursue professional training in the next stage, Fiduciary Practice™.
Includes a Course Glossary, contextual examples, and guidance aligned with national standards.
Explore Fiduciary Foundations™
Launch Your Professional Path With Confidence
The Fiduciary Foundations™ curriculum offers two clear starting points for anyone exploring the fiduciary field:
Understanding the Profession
Get a structured, high-level introduction to fiduciary roles, responsibilities, and how the profession operates across guardianship, conservatorship, trust and estate administration, POA, and related areas.
Career Exploration
A guided course to help you assess your fit for the profession, clarify your strengths, and identify the pathway that aligns with your goals.
Fiduciary Foundations™
Curriculum Overview
Fiduciary Foundations™ provides two complementary courses:
Understanding the Profession
For allied professionals, students, and curious learners
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High-level overview of roles and responsibilities
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Foundational terminology and concepts
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Real-world examples across fiduciary practice areas
Career Exploration
For individuals discerning a future in this field
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Strengths and career alignment activities
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Exploration of career pathways and practice models
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Insight into the realities of fiduciary work
Plus:
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Extensive Glossary: Comprehensive terminology and definitions
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Guided Reflection Tools: Worksheets to explore your motivations, interests, and readiness
Why It's Different
Built By Experts
Developed by professional fiduciaries with real-world experience across all roles.
Practical and Accessible
Designed to provide context, clarity, and direction without overwhelming newcomers.
Shaping the Future
Pilot participants help refine the foundational standards that will guide future practitioners.
Structured to support clarity, ethical awareness, and informed decision-making.