Want to learn what you can legally do with your trust fund?
Does it seem like:
- You don't have a clue about what’s going on with your family’s hard-earned money?
- You can’t talk to your parents or friends about your trust without it turning awkward or tense?
- Your parents still make all of your financial decisions? What happens when they are gone?
- You don't know if your funds are being mismanaged?
- You're embarrassed asking your advisor questions and worry you’ll sound “dumb”?
The Hidden Cost of Staying in the Dark
When you don’t really understand your wealth, you are vulnerable to:
- Trustees stealing your money
- Advisors charging more than they should
- 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
👉 Enroll in the Trust Course Enroll Here>
You’ve already tried researching online and talking to a lawyer ($400/hr) to understand your trust, but the fees alone make it not worth it. Paying a lawyer makes you feel financially illiterate, and having to pay someone to teach you what, on the surface, seems like normal financial information, is very demeaning. For you to know what you can legally do with your trust, the truth is, it is no one else's, but YOU who has to be financially literate and responsible.
Think about it, every time you pay your lawyer to help you understand your trust, you’re depleting your trust. What’s worse? You will never know if your advisor is giving you good or bad advice or not when making investment decisions. You will never fully gain the respect of your parents until they feel you can manage your finances without them. If you belong to a family business, the employees will never respect you, and you will never understand how to read statements.
For you to know what you can legally do with your trust, the truth is, it is no one else but YOU who has to be financially literate.
So you can:
- Confidently talk to your parents, friends, and advisors with clarity and confidence, not fear and confusion, and without worrying about sounding “dumb”
- Make your own financial decisions
- Know if your funds are being mismanaged or if your trustee is stealing from you
- Smoothly use your trust fund for healthcare, tuition, debt, kids, or emergencies
- Prevent advisors from squandering your money
- Leverage your trust fund to its fullest potential and maximize its impact on your life
- Ask smart questions about fees, performance, and risk so you’re no longer at the mercy of jargon
A Different Approach: Learn the Rules Yourself
To feel confident about your finances, you don’t need another intimidating meeting. This is why we made the Introduction to a Trust course
This is the only program in the world made specifically for beneficiaries like you to learn what you can legally do with your trust fund.
You will learn:
- Exactly what you can legally spend your trust money on — Without ever guessing again
- How to make smart financial decisions to honor your loved one’s intentions
- How to take control of your future without relying on advisors or family members
- How to use your trust to build the life you actually want — travel, career choices, home, family plans, and more
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
Raising trust in the product:
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. Access a secure, sophisticated e-learning platform that fits your schedule and needs. No hassle of traveling, attending in-person classes, or adhering to a set schedule. Unique courses at your own pace. Featuring engaging multi-media content - film, interviews, and articles - anonymized real-life cases, and applied learning techniques, you will find the education experience to be interesting and engaging.
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 the Trustee Course:
Ready to Stop Guessing and Start?
You don’t need to be a financial expert.
You just need the right education, delivered in a way that respects your intelligence, privacy, and time.
👉 Enroll in the Trust Course Enroll Here>
👉 Have a free education consultation Sign Up>
Have questions before enrolling?
Email us at info@tamarindlearning.com or call 561-427-1330
How Anna, an advisor, could reach her client's adult children -
There is not enough time to advise, create, facilitate, and educate her client’s adult children; they are too busy, not interested and want to do more on their own. They are multi-sensorial, and each needs to access content in different ways. Anna has the drive and interest to teach, but not the tools or toolkit.
Anna wanted a platform she could recommend, trust, and feel confident in that her client could jump in and use. She wanted to have her clients understand their family trust, estate planning, and her fiduciary responsibilities so that they can be involved in making financial decisions. Her clients liked learning through podcasts, animated case studies, film, stories, and more.
Megan, a 20-year-old student, is always being “talked down to ” and made to feel stupid by her parents -
She cannot have a meaningful conversation about her trust and her financial future if she cannot understand a trust, read the terms, or understand its trust governance. She wants to feel respected, empowered, and involved in the discussions. Megan wants to have a voice and to be informed about the family assets. She feels confident if given access to learning, she could get up to speed. However, presently, when it comes to talking about estate planning, taxes, and financial planning, she feels completely inadequate. She knows that she has limited financial skills, but wants to learn, and this is the perfect tool for her!
Jake is a young artist from wealth, and he does not know if his trust will be enough to support his lifestyle -
He wants to become financially fit, but he is not sure how much he should spend or if he can afford to be a full-time artist. He hopes to one day own his own gallery. Is he dreaming? His siblings study business and finance, but he is not good at numbers. Does that mean he is a failure? Can he learn more about finances, budgeting, and investing to better understand what comes next?
