Private Trustee Class (8 Lessons)

Take control of your private education as a trustee.
This 8-lesson Private Trustee Class is designed to help you understand the foundation of private trust law, fiduciary duties, and the administrative structure of lawful private operations.

Once you enroll, you’ll receive a welcome email containing all class materials — including video lessons, eBooks, and downloadable templates — so you can study at your own pace, on your own schedule.

By the end of this course, you’ll understand:

• How to lawfully structure and operate a private trust

• The roles and authorities of trustees, grantors, and beneficiaries

• Key filings, recordkeeping, and private administration principles

• How to protect your trust and operate confidently within the private

This class is self-paced, allowing you to learn privately and revisit lessons as needed. It’s ideal for students in our Private Trustee Circle or anyone beginning their journey into trust management and private administration.