Supporting Beneficiary Wealth Education

... And Protecting Your Legacy

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 
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What Beneficiaries Say About The ABS Program

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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