Course curriculum

  • 1

    CH1 Welcome

    • Welcome

    • How to Use This Online Course

    • Links and Documents to Download and Save
  • 2

    CH2 Getting Started

    • Conservatorship and the Court

    • Most Important Things to Remember

    • Role of Fiduciary

    • Conservatorship Terminology

    • Prudent Person Standard

    • Conflict of Interest

    • Commingling

    • CH 2 Review
  • 3

    CH3 Identifying and Managing Assets

    • First Tasks

    • Locating Assets

    • Bank Accounts and Record Keeping

    • Initial Inventory

    • Protecting and Managing Assets

    • Keeping Accounts

    • Accounting

    • Making Purchases

    • Signing Documents

    • Protected Person Spending Money

    • CH 3 Review
  • 4

    CH4 Other Things to Consider

    • Estate Plan

    • Care Services and Guardian's Role

    • Values Matter

    • Getting Paid as Non-Professional Fiduciary

    • Restricted Accounts

    • CH 4 Review
  • 5

    CH5 Trusts and Conservatorships

    • What if there is a Trust and a Conservatorship?

    • How Do I Title Accounts?

    • Does a Trust Impact Reporting?

    • After the Conservatorship Terminates

    • CH 5 Review
  • 6

    CH6 Court Approval and Annual Accountings

    • Working with your Attorney

    • Actions Requiring Court Approval

    • About Mistakes

    • CH 6 Review
  • 7

    CH7 Summary and Terminating or Changing a Conservatorship

    • Terminating or Changing a Conservatorship

    • Summary

    • CH 7 Review
  • 8

    CH8 Next Steps: Complete the Form

    • Attention: Final Steps for Your Certificate of Completion