Risk Management for Fiduciaries from Dominion Insurance
Welcome to the Professional Fiduciaries risk management resources page. Please feel free to browse through the resources listed below. Because these materials are updated and added to from time to time, we encourage regular, periodic visits to this page.
- Who Ya Gonna Call? (Introducing Lloyd’s Professional Fiduciary Hotline)
- Top Ten Techniques for Effective Risk Management
- Avoiding Disputes – Smart Matter Intake/Management
- Insurance Coverage Basics – How Does It Work?
- Proper & Timely Notice and What to Expect/How to Proceed if a Claim Occurs
Checklists & Worksheets
- Client Intake/Matter Screening
- Estate Inventory Checklist
- Stakeholder Worksheet
- Engagement Letter
- Decision Matrix