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FEATURED COURSE:

Trusts 101 –
Building a Trust Summary

Thank you so much for your interest - Building a Trust Summary is full.  But please add your name to the waitlist to be notified about future cohorts.

About the Course

'Trusts 101 – Building a Trust Summary' was made for busy learners that want to expand their knowledge, increase their expertise, and learn with like-minded individuals.  This course uses science-backed learning techniques and hands-on activities.  (And fun and friends - two words that are synonymous with "trust and estate income tax compliance").  While this course doesn't currently offer CPE/CE, it definitely offers a good time.

Here’s what sets this course apart:

Small Group, Big Impact

This is a limited pilot group - only 50 folks will be participating.  You won't get lost in the crowd - you'll be part of a tiny but engaged and active community-based learning cohort.

Learn on Your Schedule

It's online for your convenience, but its active for your learning.  You'll be working on your lessons alone, but you'll be learning with a community.  With two 1-hour "Office Hours" to answer your questions, its the best of both worlds.   

Launching February 1st

Be among the first to access this carefully crafted course during the pre-sale period. Joining the pilot also gives you exclusive first access to future cohort courses released by Estate Academy.  Plus, we provide a 100% money-back guarantee.

2 Hours of Video Lessons to Guide You Through Everything you need to complete a Trust Summary

Content

Two 1-Hour live "Office Hours" sessions for your course material questions.  Recorded for busy schedules.

Office Hours

Foundation knowledge level of

Trust Basics, Trust Terminology, Types of Trusts, Reading a Trust Document, Fiduciary Accounting, and more!

Topics Covered

Built on the 'Circle' community platform - online learning doesn't have to feel isolated.  

Community

Putting the "fun" in "functional courses provided by an experienced speaker and trust and estate expert".

Expertise + Humor

- Trust Summary Template

- Trust Terminology Glossary

- Frequently Asked Questions

- Trust Resources

Extras

No GenAI was harmed in the creation of this course.  While there may be GenAI prompts included, the course is human-made.

Human-Crafted Lessons

Access the course for 12-months after release.  Includes access to any course updates in that time.

Long-Term Access

Education over Profit - if this course isn't meeting your needs, no problem.  100% refund guarantee.

Guarantee

What's Included?

Let's Make Trusts Make Sense

Don't know where to start?  That's okay!  Don't know if you're "doing trusts right"?  That's okay!  Don't know what you don't know?  That's okay!  Don't know if this class is for your particular situation?  That's okay too! 

 

This class is great for anyone looking to get foundational trust knowledge and skill.  You know, the good stuff needed for straightforward trust income tax situations.  So, if you're an employee in a firm that wants to know more than "just follow SALY" or a firm owner looking to add trust income tax services, you're in the right spot!  Join us and start your journey into the amazing world of fiduciary taxation.

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