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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.

Upcoming events

    • 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.


    • November 06, 2025
    • January 01, 2026
    • 7 sessions
    • Google Meet
    Register

    Unlock the advanced teachings of Patrick Devine in this exclusive 8-week private series. Series 2 builds on the foundational principles from Series 1, walking you through lawful living, private trust operations, debt discharge, fiduciary compensation, tax reversal strategies, and enforcement mechanisms—exactly how Patrick applied them.

    Each weekly session includes:

    • Live training with guided walkthroughs

    • Downloadable templates and trust documents

    • Private Q&A and session replay

    • Implementation guides for remedy in your own trust

    Patrick’s original documents, badge model, and trust strategy — revealed in depth.

    You must be a Paid member to join this event.


    Donation: $50
    Includes full access to all 7 volumes, session recordings, templates, and a private member portal.

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


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