Individual

$250 monthly

  • Access to all Courses and Content
  • Optional ABS Accreditation
  • Unlimited Access 24/7
  • Go At Your Own Pace 
  • Total Privacy 
  • Content Updated Regularly
  • Notebook
  • Course Planner
  • Glossary of Terms
  • Quizzes
  • Steward AI 
  • Real Life Case Studies
Buy

Families / Groups

$1,000 monthly

  • Perfect for Families, Family Offices, or Small Organizations
  • Pack of 2 to 5 annual licenses

Includes Individual Plan Plus:

  • Track Progress of the Group with Advisor Dashboard
  • Reporting
  • Email and Messaging
  • Pace with the Group or Individually
  • Share Notes, Discussions, Questions, & Thoughts 
  • Document Storage
  • Customer Support 
  • Gamification
Buy

Organizations

Empower your organization with custom education

  • Perfect for institutions, Multi-Family Offices, RIAs, Trust Companies, and Large Groups
  • Minimum 3-year term

Upgrades Available:

  • Branding and Personalization
  • Unique URL
  • Course Customization 
  • White Label
  • Single Sign On
  • Custom Course Plans
  • Course Creation


Contact Sales

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 issues come up.

Built to protect you from being taken advantage of by advisors or family members.

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

Our world-class online courses are designed for NextGen beneficiaries.

You will receive top-quality education created by multi-generational beneficiaries, using real-world examples.

Sarah Johnson
Beneficiary since 2021

"Finally, I understand my trust!"

This program changed everything for me. I no longer feel intimidated talking to my advisor, and I actually understand where my money is going.

Michael Chen
Trustee since 2023

"Worth every penny"

I saved thousands in lawyer fees by learning this myself. Now I can make informed decisions, and my family actually respects my financial knowledge.

Emily Patterson
Beneficiary since 2019

"No more awkward conversations"

I can finally have confident discussions about my trust with my parents. The judgment-free environment made learning so much easier.