Beneficiary Overview

Designed for the beneficiary by leading experts, Tamarind Learning was made for you. Do you ever think about the following:

  • I have a trust but what does that mean to me?
  • I listen to my advisors but I am embarrassed to ask questions.
  • My parents set up my trust and make decisions for me.
  • What happens to me when my parents are gone?
  • I did not earn the wealth so why must I be responsible for it?
  • I do not know how to discuss financial issues with my parents.

If you have thought about any one of these questions or want to learn more about finance, estate planning, tax, stewardship, and trusts, then Tamarind Learning is the perfect opportunity for you. 

Developed by and for Today’s and Tomorrow’s Beneficiaries and their Advisors

Current and future adult beneficiaries of wealth in trust

The nature of your asset(s), the scale of wealth, and your knowledge and interest as a beneficiary all play into the best learning program fit. 

Access to your trustee and trust information is not required

Documents such as your will, trust, financial statements, and estate plan are not required but can enhance your experience through applied learning assignments or can be used if working with an advisor

Ability to work with your trustee and other advisors is ideal but not required

While not required, your ability to work with your trustee and other advisors may enhance your experience with the applied learning assignments 

A strong command of the English language

All learning programs are in English, utilizing mixed media elements such as audio, visual, and experiential

A minimum of a high school reading level is recommended

Learning program content progresses from introductory to advance with some courses building and being more advanced

Increased Competence and Confidence

Increased competence and confidence in the foundational areas of beneficiary stewardship, 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 by increasing your knowledge of your own trust and estate plan

Improved Relationships and Productivity

Improved communication, quality, and productivity in your working relationships with your advisors, trustees, and family members

Increased Credibility

Increased credibility and respect among members of your family

Why should I get the ABS designation?

The ABS designation will provide you with 1. increased credibility, 2. empowerment to act on your own behalf, and 3. improved competence, confidence, productivity, and communication with your family, peers, and advisors.

How long does it take to complete?

Each course will take a different amount of time to complete based on your prior knowledge of the subject matter. On average, the ABS program will take about 45 hours to complete. The Stewardship in Action program will take about 14 hours to complete.  The Estate Planning, Trusts, and Tax program will take about 18 hours to complete. The Financial Planning, Administration, and Investing program will take about 13 hours to complete.

How long do i have to complete the program?

Your access will last for one year from the time of purchase. If you need more time to complete the program or just want to have access, please contact us at (561) 427-1330 or email to connect with a Tamarind Learning specialist. 

What can be downloaded?

There are documents that are downloadable either by clicking on the hyperlink or the download button on the top right of the embedded PDF viewer. Note that not all the documents are downloadable. Your Notes are all downloadable by clicking on the export button within the Notes widget.

how is the content kept current?

We will update the content when there are changes to the tax code and law that impacts Tamarind Learning content. We also work with industry leading thought experts who provide us with current content as it becomes available. Our goal is to maintain the content to ensure it is relevant.

Who created the content?

The content was developed by respected industry thought leaders from each discipline. The content was then modified to the platform by the Tamarind Learning team.

How long is information stored once i am no longer active?

Your information and data will be stored up to 2 years after the end of your access to Tamarind Learning unless otherwise instructed. Payment information is not stored by Tamarind Learning.

Is the website safe, secure, and confidential?

Yes! The website is hosted on secure servers, backed up, and has redundancy protocols in place. The servers utilize actively managed security features to ensure the data is protected.

Is my family group or cohort information private?

Yes! Groups and families are created separate and share the information only within the group or family members.

Do you share information with 3rd parties?

No. Your privacy is at our utmost concern.

 Who owns the information from our family (actions, answers, thoughts, and sharing)?

You own your information. Tamarind Learning does not own your information and can not use your information in any way without your prior approval.

Can I make recommedations and report any issues?

Yes! Recommendations and issues can be sent using the Support Ticket feature accessible on the Dashboard. Otherwise, please contact us at (561) 427-1330 or email to connect with a Tamarind Learning specialist.

Can I use the courses as continuing education credit?

At this time, no. However, we are in the process of working to establish Tamarind Learning as a provider for CE credits.

Can I demo a course or program before buying?

Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about a demo to see if the option is available.

Can I customize a program to tailor the courses for my family?

Yes, we would be more than pleased to customize the program for your family. Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about the course and program design. Please note that any customization will involve an additional fee for development.

Can my family white label the program?

Yes, we would be more than pleased to customize and white label the program for your family. Please contact us at (561) 427-1330 to speak with a Tamarind Learning specialist about the customization. Please note that any customization will involve an additional fee for development.

Do you offer discounts?

Yes, we do offer discounted rates to groups or families of five or more. If you're interested in taking a program as a group, please contact a Tamarind Learning specialist at (561) 427-1330 to discuss your interests and the requirements.

what is your refund policy?

All courses are non-refundable – we encourage you to review the course information, our website, and our FAQ’s to determine if a program or course is right for you before you make your purchase.