The Beneficiary Trustee Relationship
What is your relationship with a trustee—and how does it actually work over time?
The Beneficiary-Trustee Relationship (formerly Beneficiary Fundamentals Module 2) focuses on the evolving relationship between beneficiaries and trustees. You’ll explore how that relationship is shaped by timing, life stage, and the structure of the trust itself. It’s designed to help you understand what to expect, how to engage more effectively, and why these relationships can feel unclear or uneven at times.
What You’ll Be Able to Do on the Other Side
- Understand how the beneficiary–trustee relationship evolves over time
- Recognize what’s appropriate to expect at different life stages
- Identify the different roles trustees can play—and how that affects your experience
- See how factors like trust purpose, structure, and people shape the trustee relationship
- Recognize where confusion or misalignment can happen
- Feel more prepared to engage in conversations with trustees and ask clearer questions
The Experience
This module brings together practical frameworks and real-world perspectives to help you understand how beneficiary and trustee relationships take shape. You’ll explore how factors like the purpose of the trust, the type of trustee, and the nature of the beneficiaries all influence how these relationships function in practice. You’ll also reflect on your own early experiences with money through a guided activity, and engage with expert perspectives—like Jeff Savlov’s work on how childhood experiences shape long-term relationships with wealth. The experience is designed to help you better understand where you’re coming from and how to engage more effectively going forward.
Program Outline
Beneficiary Fundamentals
This course covers what it means to be the beneficiary of a trust or significant wealth, starting with the importance of a settlors’ goals, motivations, and intentions for passing along wealth. The content reviews the four “M’s” that inspire beneficiaries to be stewards of wealth – not just recipients – and how a beneficiary’s relationship to trustees changes from childhood to adulthood. After establishing the foundation of beneficial ownership, the course delves into a beneficiary’s duties and responsibilities. Finally, the course concepts are blended into an interactive case study that features settlors and beneficiaries’ perspectives.
Pricing
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
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