Course curriculum

    1. Start Here: A Quick Orientation

    2. Welcome to Module 6: Technology, Tools & Systems for Practice

    3. Important Information About This Course

    4. Optional Notes Companion (Download to Type or Print)

    5. Learning Outcomes

    1. Why Technology Selection Matters for Fiduciary Practice

    2. Case Management System Selection: Fiduciary-Specific Evaluation Criteria

    1. Two-Track Financial Management: Separating Practice and Client Finances

    2. Per-Client Financial Reporting and Court Accountings

    1. SOP Integration: A Spectrum, Not a Binary

    1. Secure Communication Standards for Fiduciary Practice

    2. Device and Access Security

    3. Data Resilience for Fiduciary Practice

    4. Toolkit Lab: Audit Your Technology Readiness

    5. Professional Email Signature and Privacy Disclaimer

    1. A First-Client Technology Setup Using the Integrated Practice Cycle, Part 1

    2. A First-Client Technology Setup Using the Integrated Practice Cycle, Part 2

    3. Applied Scenario: First-Client Setup, Maria Gonzalez

    4. Case-Specific Technology Decisions

About this course

  • $179.00
  • 36 lessons
  • 1.5 hours of video content

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