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 

Is Your Beneficiary Ready? 

Take this short assessment to gauge if your beneficiary is ready for the responsibilities that come with wealth. This assessment has statements from the 9 wealth topic areas covered in the ABS course, use the results at the end of the assessment to determine if the ABS program is right for your beneficiaries. 

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.

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save 2 months!

Individual: 1 User

Accredited Beneficiary Stewardship Program

  • Access to 26 Courses
  • ABS Accreditation
  • Unlimited Access
  • Go At Your Own Pace
  • Total Privacy
  • Content Updated Regularly
  • 1-Year Term

Group: 2-10 Users

Accredited Beneficiary Stewardship Program

  • Perfect for Family Offices, Families, Siblings, Cousins or Peers
  • Track Progress of Group
  • Full Access to Courses
  • ABS Accreditation
  • Pace with Group or Individually
  • Share Notes, Questions, & Thoughts
  • Document Storage
  • Content Updated Regularly
  • Total Privacy
  • 2-Year Term

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