Educational References • Fiduciary Literacy • Professional Standards
Private Path Resource Library
Click a category to view the reference list and links
This library reflects authoritative texts and practitioner references commonly used by trustees,
fiduciaries, and executors. These materials support education, literacy, and risk awareness across
Private Path programs.
Scope & Discernment Notice
Many references originate from statutory trust, estate, fiduciary, and administrative contexts.
Students must apply discernment when relating these materials to private administration, focusing on
principles rather than procedures. Private administration alters posture and forum; it does not eliminate
fiduciary responsibility.
FOUNDATIONAL AUTHORITIES
Trust & Equity Law
Primary treatises defining fiduciary standards, trust doctrine, and equity principles.
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Scott and Ascher on Trusts
Used in: Private Trustee • Fiduciary Oversight • Risk Literacy
Bogert’s Trusts & Trustees
Used in: Trustee Powers & Limitations • Trustee Literacy
Restatement (Third) of Trusts
Used in: Standards of Care • Fiduciary Doctrine Literacy
PRACTITIONER GUIDES
Trust & Estate Administration
Operational references for day-to-day trustee and executor administration.
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Weiss — Concise Trustee Handbook
Used in: Private Trustee Series (orientation + literacy)
Estate Administration Practice Guide (choose edition)
Used in: Private Fiduciary Series • Executor Literacy
FIDUCIARY DISCIPLINE
Duties, Standards & Liability
Duty of loyalty, prudence, accountability, and exposure.
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Fiduciary Duties (practitioner reference)
Used in: Private Fiduciary Series • Fiduciary Oversight
CORE LITERACY
ACCOUNTING & REPORTING
Trust & Estate Accounting
Ledger discipline, income vs principal, recordkeeping, audit readiness.
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Fiduciary Accounting (Trust & Estate)
Used in: Trust Accounting 101 • Trustee Oversight
ADMINISTRATIVE CONTEXT
Agency & Jurisdiction
How agencies observe, classify, and enforce — and where presumptions arise.
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Administrative Law Treatise (choose edition)
Used in: Risk Literacy • Status & Standing • SS-4 Decoded
COMMERCIAL CONTEXT
UCC & Commercial Literacy
Commercial law references for secured transactions and limitations.
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UCC / Secured Transactions Commentary (choose edition)
Used in: Risk Literacy • Commercial Myth Correction
GOVERNANCE & ASSOCIATION
PMA & Private Governance
Association governance, contracts, and ethical administration references.
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Contract Law Foundations (choose edition)
Used in: PMA Mastery Series • Agreements & Governance
Association Law / Governance (choose edition)
Used in: PMA Mastery Series • Private Governance Literacy
These references support education, literacy, and discernment — not legal, tax, or professional advice.