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The Graduate Program Preliminary Process

Welcome to The Graduate Programā€”an advanced-level course designed exclusively for students who have completed their trust formation and are prepared to actively manage and utilize their estate structures. This program transitions from foundational theory to practical administration, equipping you with the technical knowledge and procedural expertise required to operate your trust enterprise effectively within commercial and administrative frameworks.

Please carefully read the directions on applying for our Graduate Program. This process take 1-2 weeks for approval.

Onboarding ProcessĀ 

To ensure all applicants are properly credentialed and prepared for advanced trust administration, we follow a simple 3-step enrollment process:

  • Step 1: Fill Out the Application Form
    Submit your contact details, proof of payment for TrustĀ Document Review Fee, and upload all required trust, EIN, and Trustee Minutes documentation.
  • Step 2: Complete the Follow-Up Email & Zoom Call
    Once our team reviews and confirms your submitted paperwork, you will receive a follow-up email to schedule a 30-minute Zoom consultation with our team to verify your application status.
  • Step 3: Pass the Required Graduate Exam
    After your Zoom consultation, you will complete the Graduate Exam to demonstrate your understanding of core concepts before unlocking full access to the course modules and resources.

Questions about your enrollment?

Our student enrollment team is here to help. Not certain about the right course for you? Have you worked on your trust paperwork before and still donā€™t know which applies? Weā€™re here to help. Schedule a preliminary session with our team before your first course.

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