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About the Course

Accounting procedures required for effective managing of transactions. This course provides an overview of current California probate code accounting preparation requirements, the proper accounting format and presentation, and the identification, proper use and completion of mandatory accounting schedules and forms. Discussion and analysis of probate code statutes for conservatorship, guardianship, decedent and trust estates' accounting format, rules and procedures and ethical considerations.

  • MGT X427.61 | Overview of Fiduciary ManagementEnroll

Jan 13 - Feb 17, 2026

253CPF003
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: Jan. 13 - Feb. 17 Tue., 6:00p.m. – 9:00p.m., PT, Jan. 13 - Feb. 17 (6 Live-sessions)

Textbook

Mandatory:
Title: California Probate Referees Association The Probate Referee Guide - https://www.sco.ca.gov/Files-EO/probate_guide.pdf
ISBN:

Mandatory:
Title: Judicial Council of California Handbook for Conservators - https://www.courts.ca.gov/documents/handbook.pdf
ISBN:

Additional information