NOTE: Courses are currently operating in an online format due to COVID-19. When safe to do so, courses will return to an in-person classroom setting per program requirements.
Qualified legal guardians are needed now more than ever. Baby boomers are retiring and the laws governing elder care have become more complex. Gain confidence and legal knowledge so you can effectively manage another person's estate or act as a personal financial representative, and pass the fiduciary state-licensing exam.
Duration times can vary talk to your student success coach for more information.
Total Units 14 Units
University of California programs for professions that require licensure or certification are intended to prepare the student for California licensure and certification requirements. Admission into programs for professions that require licensure and certification does not guarantee that students will obtain a license or certificate. Licensure and certification requirements are set by agencies that are not controlled by or affiliated with the University of California and licensure and certification requirements can change at any time.
The University of California has not determined whether its programs meet other states' educational or professional requirements for licensure and certification. Students planning to pursue licensure or certification in other states are responsible for determining whether, if they complete a University of California program, they will meet their state's requirements for licensure or certification. This disclosure is made pursuant to 34 CFR §668.43(a)(5)(v)(C).
Legal procedures and codes
Business standards of practice
Accounting and asset management
For individuals who are:
Deputy public guardians or conservators
CPAs, enrolled agents, financial advisors, or investment advisors
Adult protective service workers, or social workers
Anyone who would like a career serving as a representative or trustee
Prior to enrolling, please ensure that you meet the following minimum requirements:
Trust Administration and ProcedureBreaks down the anatomy of a trust instrument, introduces trust terminology, and covers the California laws governing trust administration and procedures.
Decedent's Estate Practices and ProceduresA discussion of the legal theories, practices and procedures of administering a decedent's estate under California law, depending on the type and value of its assets.