Course curriculum

    1. Welcome to Fiduciary Pathways™ Conservatorship

    2. Before We Begin

    3. Module Outcomes

    4. Your Tools for This Module

    5. One Role, Seven Names

    1. What a Conservator Is

    2. Three Forms of Authority

    3. What to Call Yourself

    1. The Five-Phase Lifecycle

    2. The Four Closure Paths

    3. When the Conservator Exits and the Case Continues

    1. The Integrated Practice Cycle, in Conservatorship

    2. Where the Weight Sits, Phase by Phase

    1. The Protected Person at the Center

    2. The Nine Stakeholders

    3. Working with Institutions

    1. Two Lenses, One Decision

    2. Decision Example 1: A Private Aide or an Agency Aide

    3. Running the Cycle on One Decision

    4. Decision Example 2: Moving from an Owned Home to Assisted Living

    5. Decision Example 3: Selling Appreciated Stock to Fund Care

    6. The Fiduciary Decision Record, in Conservatorship

About this course

  • $179.00
  • 47 lessons
  • 1 hour of video content

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