Explore a Career That Protects, Guides, and Makes Real Impact
The fiduciary profession is evolving. Your curiosity, skills, and values can shape families, estates, and complex cases for the better.
This assessment will help you understand where you may fit within fiduciary practice and what your path into the field could look like.
Aligned with national fiduciary standards and best practices.
Supporting practitioners across all fiduciary roles nationwide.
DOWNLOAD THE BEGINNER'S GUIDE
TO THE FIDUCIARY PROFESSION
Step Into the Future of Fiduciary Practice
Your Curiosity Matters
Join the Professional Movement Shaping This Field
The fiduciary profession is evolving. Families, estates, and complex cases rely on skilled, ethical fiduciaries — and now is the moment to step in, learn the standards, and join a professional community shaping this field.
Whether you’re exploring your fit or ready to take the next step, The Fiduciary Institute provides the tools, frameworks, and national professional home to turn your skills and values into real impact.
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State-specifc guidance
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National best practices
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Practitioner-approved workflows
Your Time is Now
Families are smaller. Cases are more complex. Systems are strained.
Yet most fiduciaries enter this work without mentoring, training, or a shared professional home.
The fiduciary profession deserves better — and you can be part of building it.
What We Provide
Tools, Training, and Community to Elevate
the Entire Fiduciary Profession
The Fiduciary Institute equips professional fiduciaries across all roles — guardians, conservators, trustees, estate administrators, agents under power of attorney, and representative payees — with the knowledge, systems, and community support needed to excel. Our mission isn’t just to teach skills; it’s to foster a professional community that defines excellence, sets standards, and advances the field nationwide.
Courses that sharpen judgment, compliance, and operational skills
A community of practitioners
shaping the profession together
Actionable resources from
The Fiduciary Toolkit
Guidance for aspiring, mid-career, and advanced professional fiduciaries across all practice areas
Who We Serve
All programs and resources adhere to best practice standards and are informed by state and national fiduciary guidance.
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Aspiring Fiduciaries – exploring a career across guardianship, conservatorship, trust and estate administration, powers of attorney, or representative payee work.
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Practicing Fiduciaries – looking to expand skills, credentials, and access practical tools for complex cases.
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Allied Professionals – attorneys, financial advisors, care professionals, and other partners collaborating with fiduciaries or considering fiduciary roles.
Join the Movement
Start Your Professional
Fiduciary Journey Today
Become part of a national professional community supporting fiduciaries across all roles. Whether you’re exploring, practicing, or partnering with fiduciaries, The Fiduciary Institute gives you the tools, training, and connections to make a real impact.
Take the Career Assessment or Explore Programs — all designed with guidance from professional fiduciaries, attorneys, and educators to meet real-world practice standards.
