Welcome to The Fiduciary Academy: Free Guidance for Non-Professional Trustees, Executors, and Conservators in California
Managing the responsibilities of a Trustee, Executor, or Conservator can feel overwhelming, especially for those who step into these roles without professional experience. That’s why we’re excited to introduce The Fiduciary Academy © a free series of instructional blogs designed specifically for non-professionals in California.
The Fiduciary Academy aims to demystify the duties, legal requirements, and best practices for those tasked with managing estates, trusts, and conservatorships. Whether you’ve just been named as a trustee for a family member’s trust, are navigating the complexities of estate administration, or are caring for a conservatee, our blog series offers clear, practical guidance to help you make informed decisions every step of the way.
What You’ll Find:
Step-by-Step Guidance: Learn how to handle essential tasks like inventorying assets, managing finances, filing taxes, and communicating with beneficiaries.
Professional Insights: Understand your responsibilities under California law*, including how to avoid common pitfalls and protect yourself from liability.
Tools and Resources: Access templates, checklists, and real-world examples to simplify your work and stay organized.
The Fiduciary Academy is here to empower you with the knowledge and confidence to carry out your duties with professionalism and care. Whether you’re new to this role or seeking to deepen your understanding, we’re here to guide you every step of the way.
Check back regularly for new posts, and feel free to share your questions and experiences. Together, we can make complex responsibilities more manageable. Welcome to The Fiduciary Academy!
