Non-Licensed Fiduciaries Training

  • Do you want to serve as a guardian for an adult (or protected person) or child (or ward)? A guardian makes medical and personal decisions for a ward like a parent for an unemancipated minor. 

  • Did someone pass away recently? Do you want to serve as a personal representative to handle the assets of the deceased individual? 
  • Do you want to serve as a conservator to manage the assets of a ward or protected person? If you become the conservator, you must file with the court an annual account of the protected person's finances. Conservator account forms are available for you to use to submit to the court that represent the different stages of the conservatorship. 

Someone who serves as either a guardian, personal representative or conservator is called a "non-licensed fiduciary." Before the court can issue letters allowing you to serve as a guardian, conservator, or personal representative, you must complete training required by the Supreme Court. The required training includes a general overview that all guardians, conservators, and personal representatives must complete. In addition, there are individual training sections for each separate appointment. 

If you want to serve as a guardian and conservator for a parent, you must complete (1) the general overview, (2) the guardianship training, (3) the conservatorship training, and (4) the conservator account forms training. 

These programs are available online via the tiles below and in alternate formats through the Superior Court in each county. Although fiduciaries may encounter other issues which will require additional training, this curriculum provides a basic foundation to adequately prepare fiduciaries to address these issues.