Mastering Fiduciary Accounting

Service Description

Course Overview: This course provides a foundational understanding of fiduciary accounting, equipping executors and trustees with the skills necessary to manage estate and trust finances effectively. Participants will learn best practices for record-keeping, compliance, and financial reporting to ensure transparency and regulatory adherence. Key Topics: ✔ Understanding fiduciary duties and responsibilities ✔ Estate and trust bookkeeping basics ✔ Financial reporting and compliance requirements ✔ Managing distributions and expenses ✔ Common pitfalls and how to avoid them Who Should Attend? Executors, trustees, estate administrators, attorneys, and financial professionals handling estate and trust management.