Develop your personal credibility to take on responsibilities and become a resource for your family by building fundamental wealth knowledge. Increase your confidence and competence through our Accredited Beneficiary Stewardship (ABS) program with twenty-six courses covering wealth, taxes, investing, finance, and trusts. 

Our on-demand virtual platform allows you to learn anytime and anywhere that fits your schedule. With a fresh and modern twist on education, Tamarind Learning makes wealth education fun through real-life examples, case studies, and bespoke resources in each course. 

  • Advocate for yourself with increased command 
  • Improve relationships and credibility with your advisors, trustees, and family members
  • Confidence in your understanding of wealth and your trust
  • Ability to learn on your own (asynchronously) or with your peers (in a cohort)
Sign-up for a risk-free trial. No credit card necessary.

Individual

For those who want to learn by themselves

$99 per Month

Choose Individual

  • 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

Learn together and share the experience

$1,250 per Month

Choose Group

  • 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

Organizations with unique and larger needs

Customized Education

Contact Sales

  • 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

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

When you don't really understand your wealth, you are vulnerable to

Trustees stealing your money
Advisors charging more than they should be
Not being able to use that money for your child's tuition, healthcare, or an emergency
Parents looking down on you and thinking you're incompetent

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

How to take control of your future without relying on advisors or family members. 
Exactly what you can legally spend your trust money on — without ever guessing again.
How to use your trust to build the life you actually want — travel, career choices, home, family plans, and more.
How to make smart financial decisions to honor your loved one’s intentions.

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.

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?

This course is speaking to me so loud and clear. I'm not overwhelmed, especially as I get what feels like direct access to people like Jaffe and Grubman. I'll be spreading the word about this course! - Daniel W.

Very relevant and important material. User friendly and comprehensible. - Amy H. 

After this estate planning course, I can say I have a grip on the legal language which previously was so intimidating and destabilizing! - Lee M.

Taxes are never fun! The visuals were very good and made it interesting from the start. - Robin M.