Menu
Log in
Forgot password

Log in

Fiduciary Authority Series

(8 Volumes – Devine-based)

The Fiduciary Authority Series is a cornerstone for anyone working with trusts under the Patrick Devine process. It covers the essential duties, powers, remedies, and enforcement strategies every fiduciary must understand to operate lawfully and effectively in private trust administration. Each volume builds practical knowledge to help you master fiduciary roles with confidence.

Fiduciary 101 — Duties, Powers & Liabilities

Learn the foundation of fiduciary responsibility, what powers are granted, and the limits of authority.

Private Appointment & Notice of Fiduciary Authority

Understand how fiduciaries are appointed and how to properly give notice of authority in trust law.

Fiduciary Oversight & Asset Management

Explore strategies for protecting, managing, and growing trust assets with accountability and equity.

Private Fiduciary Agreements & Compensation

Learn how fiduciaries are compensated and how to draft agreements that protect both fiduciary and trust.

Fiduciary Claims & Estate Assertion

Equip yourself with the process of asserting claims and managing estate rights under fiduciary law.

Fiduciary Process & Default Remedies

Study remedies available when processes fail, and how fiduciaries can resolve disputes in equity.

Fiduciary Banking & Treasury Functions

Master fiduciary roles in banking, treasury, and financial administration with trust-based structures.

Fiduciary Enforcement in Courts of Equity

Learn how to enforce fiduciary rights and obligations through courts of equity and lawful remedies.

Join the Fiduciary Series

Upcoming events

  • Private Trustee Class (8 Lessons)

    • November 01, 2025
    • 2:00 PM
    • December 01, 2026
    • 3:00 PM
    • Self Paced
    Register

    Take control of your private education as a trustee.
    This 8-lesson Private Trustee Class is designed to help you understand the foundation of private trust law, fiduciary duties, and the administrative structure of lawful private operations.

    Once you enroll, you’ll receive a welcome email containing all class materials — including video lessons, eBooks, and downloadable templates — so you can study at your own pace, on your own schedule.

    By the end of this course, you’ll understand:

    • How to lawfully structure and operate a private trust

    • The roles and authorities of trustees, grantors, and beneficiaries

    • Key filings, recordkeeping, and private administration principles

    • How to protect your trust and operate confidently within the private

    This class is self-paced, allowing you to learn privately and revisit lessons as needed. It’s ideal for students in our Private Trustee Circle or anyone beginning their journey into trust management and private administration.


    Show details

  • Private Fiduciary Class

    • December 03, 2025
    • February 04, 2026
    • 9 sessions
    • Google Meet
    • 4 registrants
    Register

    Private Fiduciary Class

    Subtitle: Understanding Lawful Oversight, Asset Management, and Fiduciary Duty in Trust Administration

    Description:
    Join us for an in-depth class designed for Trustees, Executors, and Private Fiduciaries who are ready to operate with lawful authority and professional confidence. This session explores the essential principles of fiduciary administration within private trust structures — from managing assets and enforcing rights to upholding your fiduciary oath and documenting compliance.

    You’ll learn:

    • The difference between legal vs. lawful fiduciary authority

    • How to administer trust assets under private contract and equity law

    • Key documentation for fiduciary appointment, notice, and performance

    • Oversight duties, compensation, and accountability

    • The lawful path to exercising fiduciary powers without entering the public jurisdiction

    This class is part of the Fiduciary Authority Series under the Private Path Educational Network, based on the Patrick Devine private trust and equity process.

    Who Should Attend:

    • Private Trustees and Executors

    • Estate and Trust Administrators

    • Students of the Patrick Devine Study Group

    • PMA and Trust Association Leaders

    • Anyone seeking to understand fiduciary law in private trust operation

    Duration: 90 minutes
    Format: Live interactive session (via Google Meet portal)
    Fee: $50.00 Donation-based (Paid Members)
    Hosted by: Private Path HR Solutions PMA


    Show details

  • Private Membership Association Series

    • February 25, 2026
    • April 15, 2026
    • 8 sessions
    • Google Meet
    Register

    PMA Mastery Series — Foundations of Private Membership Associations

    The PMA Mastery Series is an entry-level educational program designed for individuals who want to understand Private Membership Associations (PMAs) from the ground up.

    This series walks participants through the lawful basis, structure, and administration of PMAs, explaining how private associations operate through membership, consent, internal governance, and private agreement—and how they differ from public or statutory entities.

    No prior experience is required.

    Participants will learn:

    • What a PMA is—and what it is not

    • The distinction between public jurisdiction and private association activity

    • How PMAs function alongside trusts and estates as an operating structure

    • The role of charters, membership agreements, and internal governance

    • How to avoid common mistakes that collapse a PMA into the public

    • Practical administrative concepts for operating a PMA lawfully

    Each volume builds progressively, providing clarity and context before moving into more operational topics. This series is intended to establish a solid foundation before engaging advanced private systems or enforcement strategies.

    Educational Notice:
    This series is provided for educational purposes only and does not constitute legal, financial, or tax advice.


    Show details

  • Patrick Devine Executor In Equity Series 3

    • February 26, 2026
    • April 23, 2026
    • 9 sessions
    • Google Meet
    Register

    Patrick Devine Executor in Equity (Educational Series)

    Series Format: Multi-Volume Educational Program
    Access: Registered Participants Only
    Delivery: Educational sessions + materials (details provided after registration)

    Event Description

    The Executor in Equity Series is an advanced educational study program examining estate authority, equity jurisdiction, and executor-level administration based on the teachings of Patrick Devine and related equity doctrines.

    This series explores how estates are addressed through equitable principles, fiduciary capacity, and administrative posture, rather than adversarial or statutory methods.

    The program is structured in progressive volumes and is intended for serious students seeking clarity, context, and discernment—not shortcuts or guarantees.

    What You Will Study

    Registered participants will receive structured education covering:

    • Executor standing and estate authority

    • Equity jurisdiction versus statutory court processes

    • Fiduciary oversight and constructive trust principles

    • Administrative remedies and estate processes

    • Treasury-related concepts as they apply to estates (educational review)

    • Courtroom posture, capacity, and protocol as executor

    • Long-term estate succession and heir administration

    Each volume builds upon the prior material to prevent misapplication and confusion.

    Series Volumes Included

    Vol 1: Executor in Equity — Standing & Estate Authority
    Vol 2: Equity Jurisdiction & Trust Oversight
    Vol 3: Discharging Debt as Executor
    Vol 4: Special Deposits & Estate Treasury Functions
    Vol 5: Equitable Tender & Private Court Protocols
    Vol 6: Legacy Estate Planning & Heir Administration
    Bonus Vol 6.5: Posthumous Estate Reclamation
    Vol 7: Enforcement Against Public Agencies & Liens
    Vol 8: Advanced Courtroom Strategy as Executor

    Important Registration Notice

    • This program is educational only

    • It does not provide legal, tax, or financial advice

    • Participation does not guarantee outcomes or remedies

    • No documents are filed, submitted, or prepared on your behalf

    • This is not a litigation, court-representation, or enforcement service

    Participants are responsible for their own decisions and should consult licensed professionals when appropriate.


    Show details

Past events

November 06, 2025 Patrick Devine Series 2
Powered by Wild Apricot Membership Software