Many families worry if their beneficiary(s) will not be responsible when it comes to their trust or inheritances. Our Accredited Beneficiary Stewardship (ABS) program can provide a roadmap to being a responsible steward.  

  • 9 important wealth topics with customized courses 
  • Beneficiaries build competence and confidence around wealth
  • Real-life scenarios to prepare for responsible decision making 
  • Homework and quizzes help monitor progress and understanding of topics 

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.