One of the greatest challenges faced by beneficiaries of a trust is the lack of education and resources available to help you understand your role, your rights, and your responsibilities.   

Designed with you in mind, our Accredited Beneficiary Stewardship (ABS) program provides foundational education in estate planning, trusts, tax, investing, trust administration, financial planning, fiduciary oversight, trustee and beneficiary relationships, and working with your advisors.

Monthly One Time

Individual: 1 User

Accredited Beneficiary Stewardship Program

  • Access to 10 Courses
  • ABS Accreditation
  • Go At Your Own Pace
  • Total Privacy
  • Content Updated Regularly
  • Unlimited Access for 2 years

Group Pricing Available

  • Perfect for Family Offices, Families, Siblings, Cousins or Peers
  • Pace with Group or Individually
  • Total Privacy
  • Additional Features
  • Track Progress of Group
  • Share Notes, Questions, & Thoughts
  • Document Storage
  • Contact Us for payment options

Enterprise: 10+ Users

Accredited Beneficiary Stewardship Program

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  • Perfect for Institutions, Multi-Family Offices, RIAs, Trust Companies and Large Groups
  • Custom/Personalized Access to Courses
  • 3, 5, or 10 Year Terms  
  • Ability to White Label
  • Track Progress of Learners
  • Single Sign-On Option
  • Advisors Connected to Family Learners
  • Pace with Group or Individually
  • Share Notes, Questions, and Thoughts 
  • Document Storage Capability
  • Multiple Cohorts and/or Single Users
  • Education Consulting Support

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

The ABS program from Tamarind Learning 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.