About the Course

How to establish and operate a private professional fiduciary practice. Discussions include: standard operating procedures, practical tips for staying organized, reporting income, hiring services, making your practice more productive and profitable, and when to consult with other professionals, You will focus on how to maintain proper calendars to ensure that all deadlines are met, particularly court hearings and investigative interviews. You will also become familiar with the California Probate Code and California Rules of Court governing the legal duties and obligations of professional fiduciaries. Software, technology and types of professional liability insurance are discussed.

Sep 29 - Dec 08, 2022

Est. Tuition:
Learning Format:
Online Course with Live Sessions
11 weeks

Estimated Tuition

$350 Early Bird Discount
$400 after Sep 20, 2022


Online Webcast


  • Steven James Lee, M.B.A.


Online: Sep. 29 - Dec. 8 Thu., 6p.m. - 8:00p.m.,Sep. 29, Oct. 6, 13, 20, 27, Nov. 3, 10, 17, Dec. 1, 8 (No class Nov. 24) (10 live sessions)


Title: Ethics for Trustees 2.0: A Guide for All Who Serve As Trustee
Author: Marguerite C. Lorenz
ISBN: 978-1728372785

Additional information