The Executor’s Standard™
A conduct self-assessment for executors, built on the F.I.D.U.C.I.A.R.Y. Framework™
Most executors know they have things to do. Fewer stop to ask how they’re supposed to behave while doing them. That gap is where personal liability begins.
The Executor’s Standard™ is an interactive self-assessment tool that walks you through nine realistic moments in an actual estate administration. At each one, you choose how you’d respond, see what every option puts at risk including yours, and rate your confidence in holding the standard under real pressure.
Time: work at your own pace
Format: scenario-based, interactive
Device: desktop, tablet, or mobile
What this is
The Executor’s Standard™ is a conduct self-assessment built on the F.I.D.U.C.I.A.R.Y. Framework™, nine pillars that define what it means to administer an estate with integrity, clarity, and confidence.
You’ll follow Sandra, a close friend named as both executor and beneficiary of a complex estate, through nine scenarios that reflect the real pressures executors face. Family dynamics, early distribution requests, communication decisions, impartiality challenges, tax surprises, and the finish line. At each pillar, you choose how you’d respond from three realistic options, then see what each choice puts at risk. Then you rate your own confidence in handling it under pressure.
By the end, you’ll have a personalized conduct profile that shows you where your instincts are solid and where the gaps are, along with a printable reference card you can keep.
What’s covered
The nine pillars of the F.I.D.U.C.I.A.R.Y. Framework™:
- F: Fiduciary Duty — holding the standard of conduct when your role is complicated by a personal interest
- I: Information Control — building and maintaining a centralized, audit-ready record
- D: Decision Discipline — knowing the sequence and holding it under pressure
- U: Understanding Scope — knowing what you can decide alone and what requires legal confirmation
- C: Communication Governance — keeping beneficiaries informed without creating new problems
- I: Impartiality — maintaining equal treatment even with people you care about
- A: Accountability — documenting decisions so they can be explained and defended
- R: Risk Awareness — identifying tax deadlines, RRSP implications, and other exposure points before they surface
- Y: Yield Control — understanding what has to happen before you can distribute, and why patience at the end protects everything
What this is not
- legal advice or a substitute for a lawyer
- financial, tax, or accounting advice
- a step-by-step administration guide
- a replacement for professional support in complex situations
The Executor’s Standard™ is designed to help you understand the conduct standard the role requires and where you stand relative to it, not to replace the professionals you’ll need along the way.
Who this is for
This tool is a good fit if you:
- have been named executor and want to understand what holding that role responsibly actually looks like
- are in the middle of an estate administration and want to make sure your decisions are defensible
- are also a beneficiary and want to understand how to separate those two roles clearly
- want to arrive at conversations with your lawyer or accountant already thinking like a fiduciary
- prefer to know where your gaps are before they become problems
You don’t need prior experience or legal knowledge to begin.
What you’ll receive
After completing the assessment you’ll have:
- a personalized F.I.D.U.C.I.A.R.Y. conduct profile showing your strengths, areas to develop, and focus areas across all nine pillars
- a printable personal reference card built on the F.I.D.U.C.I.A.R.Y. Framework™ you can keep and return to throughout the administration
Access and purchase details
After purchase you’ll receive an email with:
- the private access page URL
- your password
- simple instructions to begin
Important: Because this is a digital experience delivered immediately and can’t be returned, all purchases are final.
Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.
$49
