Future Fiduciary Pathways™ Curriculum
Coming Soon...Expanded Pathways
We are actively developing new content, including:
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Roles in Practice – Role-specific modules for Trust Administration, POA (Financial), POA (Healthcare), Guardianship/Conservatorship, and Executor/Estate Administration.
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Growth & Mastery – Advanced topics for complex cases, including special needs trusts, contested estates, and other niche fiduciary challenges.
Sign up now to join the pilot and receive early access to new modules.
Be the First to Experience New Fiduciary Toolkit™ Bundles
Join the pilot program and unlock early access
to tools that streamline, simplify,
and strengthen your fiduciary practice.
Coming Soon…additional Toolkit pilots. Following the launch of the Fiduciary Toolkit Pre-Launch bundle, fiduciaries will soon get exclusive early access to three new pilot bundles designed to make your work easier, faster, and more effective:
Essentials – Your go-to starter pack of checklists, templates, and SOPs to simplify setup and keep your cases on track from day one.
Role-Based – Practical, role-specific bundles built for Trust Administration, Financial and Healthcare POA, Guardianship/Conservatorship, and Executor/Estate Administration.
Mastery – Advanced tools and frameworks to help you tackle high-stakes, complex, and contested matters with confidence.
Be among the first to explore these pilots, share your feedback, and help shape the future of fiduciary practice.
Get on the List
Sign up to receive the first word when we launch the next pilot.