Dark wood law library stacks with marble busts and a rolling ladder

Track 08 · $49.50/year · this track only · 50% off through December 31, 2026

Trusts

Paralegal-level trust document basics, retention, and how to use the Trust dashboard — not the creation of a lawyer-client relationship.

This track orients people who will help members organize trust packets and use the Trust dashboard (Trust Bank). It is professional education, not licensed estate-planning advice. Completing modules does not make you a trustee, does not create an attorney-client relationship, and does not authorize you to draft or fund a trust as counsel. Trust Bank is document retention — not a depository bank.

Members and Trust Bank coordinators retaining estate papers

This track is $49.50/year · this track only · 50% off through December 31, 2026. Other Institute tracks are separate $49.50/year enrollments. Membership (Membership is $99.98 per year.) does not include this training.

  1. Module 01 · 45 min · Open outline

    Trust vocabulary at a paralegal level

    Revocable, irrevocable, pour-over — words, not legal opinions.

    Open module

  2. Module 02 · 40 min · Member access

    Retention and the Trust dashboard

    How /trust and /trust-bank work — and what they are not.

    Open module

  3. Module 03 · 35 min · Member access

    Funding flags and referral

    Title, funding, and contests leave the DIY desk.

    Open module

Enroll in Trusts · $49.50/year · 50% off

Independent $49.50/year fee for Trusts only. Adding another track is another $49.50/year. Membership is not included.

50% off through December 31, 2026 — $49.50/year per track (regular $99.00).

Join · $99.98/yearAll tracks