Master Trust & Estate Planning

Professional certification courses for financial advisors, attorneys, and wealth management professionals. Build expertise in complex trust strategies and estate planning solutions.

Start Your Journey Today

About Timely Trust Solutions

Leading provider of professional trust and estate planning education

Founded in 2018, Timely Trust Solutions has established itself as the premier educational institution for trust and estate planning professionals. Our comprehensive curriculum combines theoretical knowledge with practical applications, ensuring our graduates are prepared for real-world challenges.

Our expert faculty consists of practicing attorneys, certified financial planners, and seasoned wealth management professionals who bring decades of experience to the classroom. We've trained over 2,500 professionals across various disciplines, helping them advance their careers and better serve their clients.

Our courses are designed to meet the continuing education requirements for various professional certifications while providing actionable insights that can be immediately implemented in practice.

Professional education environment

Why Choose Our Courses

Comprehensive benefits designed for professional success

🎓

Expert Faculty

Learn from practicing attorneys, CFPs, and wealth management experts with 20+ years of experience in trust and estate planning.

📚

Comprehensive Curriculum

Cover all aspects of trust law, estate planning strategies, tax implications, and advanced wealth transfer techniques.

🏆

Professional Certification

Earn continuing education credits and professional certifications recognized by major industry organizations.

💼

Practical Applications

Real-world case studies and hands-on exercises that prepare you for complex client situations and scenarios.

🤝

Professional Network

Connect with fellow professionals and build lasting relationships within the trust and estate planning community.

📈

Career Advancement

Enhance your expertise and credibility to advance your career and increase your earning potential in the field.

Our Course Offerings

Specialized training programs for every level of expertise

Foundation Course

Essential trust and estate planning fundamentals for new professionals. Covers basic concepts, legal frameworks, and industry standards.

  • Trust basics and types
  • Estate planning principles
  • Legal documentation
  • Client consultation skills

Advanced Strategies

Complex trust structures and sophisticated planning techniques for experienced professionals seeking to expand their expertise.

  • Dynasty trusts and GST planning
  • Charitable planning strategies
  • Business succession planning
  • International trust structures

Tax Optimization

Comprehensive coverage of tax implications and optimization strategies in trust and estate planning scenarios.

  • Federal and state tax considerations
  • Income tax planning for trusts
  • Estate and gift tax strategies
  • Tax compliance and reporting

Fiduciary Responsibilities

In-depth training on fiduciary duties, risk management, and best practices for trustees and advisors.

  • Fiduciary duty standards
  • Risk management protocols
  • Investment oversight
  • Compliance and documentation

What Our Students Say

Success stories from professionals who have transformed their practice

Sarah Johnson

"The advanced strategies course completely transformed my practice. The practical insights and real-world applications have helped me serve high-net-worth clients more effectively. The expertise I gained has directly contributed to a 40% increase in my practice revenue."

Sarah Johnson, CFP
Senior Wealth Advisor

"As an estate planning attorney, I thought I knew everything about trusts. This program opened my eyes to sophisticated strategies I had never considered. The faculty's expertise and the comprehensive curriculum are unmatched in the industry."

Michael Rodriguez, JD
Estate Planning Attorney

"The fiduciary responsibilities course was exactly what I needed as a new trustee. The practical guidance and risk management strategies have given me the confidence to serve my clients effectively while protecting myself and the trust assets."

Emily Chen, CPA
Trust Officer

Get Started Today

Ready to advance your expertise in trust and estate planning?

Contact Information

Address:
847 Financial District Avenue
New York, NY 10004
United States

Phone:
+1 (212) 555-7892

Email:
[email protected]

Business Hours:
Monday - Friday: 8:00 AM - 6:00 PM EST
Saturday: 9:00 AM - 2:00 PM EST

Request Information