Become an Empowered Steward of Your Wealth
Read on…
Does It Seem Like...
When you don't really understand your wealth, you are vulnerable to
Choose the Best Plan for Your Education Journey
Special Limited Time Pricing!
Individual
$99 per Month
- Access to all Courses and Content
- Unlimited Access 24/7
- Cancel Anytime
- Optional ABS Accreditation
- Learner Dashboard
- Notebook
- Glossary of Terms
- Document Storage
- Steward AI
- Podcasts
- Webinars
- Assessments
- Course Planner
- Quizzes
- Homework
- Content Updated Regularly
Group
$1,250 per Month
- Pack of 2 to 10 annual licenses
- 1 Private Cohort
- 1 Free Administrative License
Includes Individual Plan Plus:
- Advisor Dashboard
- Track Progress of the Group
- Reporting
- Email and Messaging
- Share Notes, Discussions, Questions & Thoughts
- Customer Support
- Gamification
- Learn with the Group or Individually
Options Available:
- Customized Log-in Page
- Custom Course Plans
Business
Customized Education
- Perfect organizations that require more than 5 Cohorts or flexibility with users
- Minimum 3-year term
- Includes Group Plan Features
- Access to Advisor Training Program
Options Available:
- Branding and Personalization
- Unique URL
- Course Customization
- White Label - with or without content
- Single Sign On
- Custom Course Plans
- Course Creation
- Outsourced Administration
Purchase Our Programs, Courses, and Continuing Education
Review each offering and either purchase the course for a one-time fee or subscribe to all courses and content above
Programs
Courses
Continuing Education
For you to know what you can legally do with your wealth, the truth is, it is no one else, but YOU who has to be financially literate.
So you can:
You’ve already tried researching online and talking to a $500/hr lawyer to understand your trust or estate plan, but the fees alone make it not worth it.
Paying a lawyer makes you feel financially illiterate, and having to pay someone to teach you what, on the surface, seems like normal financial information is very demeaning.
Think about it:
Every time you pay your lawyer to help you, you're actually depleting your wealth.
What's worse? You will never know if your advisor or attorney is giving you good or bad advice when making investment decisions.
This is why Tamarind Learning was created.
This is the only education platform in the world made specifically for beneficiaries like you to learn what you can legally do with your wealth.
You will learn
Learn at your own pace with zero pressure or deadlines.
100% online. No hassle of traveling, in-person classes, or fixed schedules.
Clear, simple explanations that make intimidating legal concepts finally make sense.
Learn without judgment, shame, or feeling “stupid” for asking basic questions.
Annual access so you can return whenever new questions or trustee issues come up.
Built to protect you from being taken advantage of by advisors or family members.
Our world-class online courses are designed for NextGen beneficiaries.
You will receive top-quality education created by multi-generational beneficiaries, using real-world examples.
"Worth every penny"
I saved thousands in lawyer fees by learning this myself. Now I can make informed decisions, and my family actually respects my financial knowledge.
"No more awkward conversations"
I can finally have confident discussions about my trust with my parents. The judgment-free environment made learning so much easier.
The Value You’re Getting
If you tried to piece this together with professionals one-on-one, it would get expensive fast.
Here’s what’s included in every Course
Real Stories from Real Beneficiaries
"I inherited a trust at 25 and felt completely lost. My parents wouldn't explain things clearly, and every time I called my lawyer, it cost me $400 just to ask basic questions. After completing this program, I discovered my trustee had been overcharging me for years. I saved over $15,000 in the first year alone just by knowing what questions to ask."
— Jessica M., 27, Third-Generation Beneficiary
"My family made me feel stupid whenever I asked about the trust. I was embarrassed and avoided the topic entirely. This program taught me everything in clear, simple language. Now I manage my own distributions, I helped my sister understand her trust, and my parents actually come to me for advice. The confidence I've gained is priceless."
— David K., 32, Beneficiary & New Trustee
"I wanted to use trust funds for my daughter's medical expenses, but didn't know if it was allowed. My advisor kept saying 'maybe' and suggested hiring a lawyer. Within two weeks of starting this course, I learned exactly what I could do, submitted the proper request, and got approved. This program paid for itself ten times over."
— Amanda R., 29, Beneficiary & Mother
Ready to Take Control?
Is Tamarind Learning Right For You?
Stewards are not simply born, they are cultivated with great care, nurturing, and support. To become a good steward, you must develop skills, define your vision and values, and put them into action, and work to continually adapt and hone your path.
Tamarind Learning is a highly tailored education experience using multiple approaches to teach and empower you with the financial building blocks to understand your wealth. In your role, knowledge is power. With this comprehensive online approach to wealth education, you will finish with:
- Increased competence and confidence in core foundational areas such as the roles and responsibilities of beneficiaries and trustees, estate planning, trust basics, trust administration, tax, and trust investments
- Empowerment to advocate for yourself and your family with increased command
- Improved relationships and credibility with your advisors, trustees, and family members
How to Measure Success
The ABS program features sophisticated metrics to track progress and demonstrate your understanding and knowledge. You will show increased confidence, competence, and empowerment knowing what it takes to be a wealth steward.
"Finally, I understand my trust!"
This program changed everything for me. I no longer feel intimidated talking to my advisor, and I actually understand where my money is going.