Association Trainings

Manager Training Resources

  Date Added: March 27, 2019 Overview: The CA PA|PG|PC Manager Training Resource Guide provides an overview of several resources the Association has created to help supervisors and above extend their staff’s learning beyond the classroom to ensure their team is getting the most out of each training they attend. We have provided links not [...]

By |2019-03-27T20:01:07+00:00March 27th, 2019|Comments Off on Manager Training Resources

Inventories & Appraisals

Date Added: 01/30/19 Overview: Inventories & Appraisals training documents Link to Resource: I&A Sample Descriptions Sample I&A Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with [...]

By |2019-01-30T17:16:30+00:00January 30th, 2019|Comments Off on Inventories & Appraisals

Court Accountings

Date Added: 01/30/19 Overview: Court Accountings training documents Link to Resource: Sample Cons Account Schedule Sample Cons Fees Just Sample Cons Pet Account San Diego Sup. Court 1st and Final Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed [...]

By |2019-01-30T17:14:39+00:00January 30th, 2019|Comments Off on Court Accountings

PA Basic Training

  Date Shared: March 9, 2018 Training Overview: The PA regional boot camps are designed to provide an overview of PA laws, codes and responsibilities including: the decision to take on a case, searching for assets, and the process for probating an Estate. The enclosed are the resources that are provided as part of that [...]

By |2018-04-30T22:32:54+00:00March 9th, 2018|Comments Off on PA Basic Training

PG|PC Basic Training

  Date: March 9, 2018 Training Overview: The PG|PC regional boot camps are designed to provide a general overview of criteria for establishing a Conservatorship; powers, authorities, and legal aspects of filing petitions; managing client's care and estate assets; a review of basic public benefit programs; and documentation best practices. The enclosed are the resources [...]

By |2018-04-30T22:41:14+00:00March 8th, 2018|Comments Off on PG|PC Basic Training
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