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About the Course

Survey course introducing the various roles, duties, responsibilities, liabilities, and limitations of a professional fiduciary. Discussions include: conservatorships, guardianships, case management, trust management, elder abuse, undue influence, estate planning issues, resources for the elderly, and hiring practices. You will also explore the process to become a professional fiduciary, and the qualifications required.

Oct 01 - Nov 05, 2026

262CPF001
Est. Tuition:
$500.00
Learning Format:
Online Course with Live Sessions
Duration:
6 weeks
Enroll

Estimated Tuition

$500.00

Location

Online Webcast

Instructor

  • Robin Shea, B.S.

Schedule

Online: Oct. 1 - Nov. 5 Thurs. 6 p.m. - 9:00 p.m., PT , Oct. 1 - Nov. 5

Textbook

Mandatory:
Manual: Handbook for Conservators
ISBN: http://www.courts.ca.gov/documents/handbook.pdf

Mandatory:
Manual: Probate Referees' Guide (CA Probate Referees'Association
ISBN: http://sco.ca.gov/Files-EO/probate_guide.pdf

Additional information