21h • General discussion
📢Trustee School is Officially Open 🎉
If you're already here, you found Trustee School while we were still building it.
And I'm really glad you did.
Trustee School is now officially launching with a much clearer purpose:
To help the people who suddenly hear...
"I'm the executor."
"I'm the trustee."
"I'm the health care proxy."
"I have Power of Attorney."
"...and now what am I supposed to do?"
There are now two ways to use Trustee School:
✅ TRUSTEE SCHOOL ESSENTIALS — FREE
Essentials is for anyone who has been named to one of these important roles, is helping aging parents, or simply wants to understand what may be expected of them someday.
You'll learn what your role means, when your authority begins, what your responsibilities may look like, and what you should know before you're needed.
Essentials will remain free.
🔒 TRUSTEE SCHOOL ACTIVE
Active is for the moment the responsibility becomes real — or for anyone who wants to prepare more deeply before that day comes.
Active includes:
→ Step-by-step fiduciary roadmaps
→ Executor: First 30 Days
→ The complete Trustee Roadmap
→ Power of Attorney Deep Dive
→ Medicaid & Money
→ New York-specific estate resources
→ Workbooks, checklists and practical guidance
→ Monthly Trustee School Office Hours with me
🎥 TRUSTEE SCHOOL OFFICE HOURS
Active members will also be invited to our monthly live Trustee School Office Hours.
This is your opportunity to bring the questions that come up while you're navigating an executor, trustee, Power of Attorney, health care agent, or aging-parent role.
We'll talk through general questions like:
→ What should I be doing next?
→ What records should I be keeping?
→ What does this stage of an estate or trust administration usually look like?
→ When is it time to bring in an attorney, accountant, financial advisor, or other professional?
→ What questions should I be asking the professionals already helping me?
Office Hours are educational rather than individualized legal advice, so we won't use them to analyze private legal matters or confidential documents.
But the goal is simple: once a month, you have a place to come back, ask questions, get oriented, and figure out what deserves your attention next.
Our first Office Hours session will be Wednesday August 19, 2026 at 1:30PM EST.
FOUNDING MEMBER PRICING
Because you joined Trustee School before we officially launched, I'm opening a special Founding Active Membership for our existing community:
$29/month
or
$249/year
If you join during the founding period, you'll keep your founding rate as long as you maintain your membership.
After the founding launch, Active membership will be $39/month or $349/year.
The founding offer will be open until Friday August 28, 2026.
If you've been named but nothing has happened yet, you do not need to upgrade. Start with Essentials. That's exactly why it's there.
But if you're already dealing with an estate, managing a trust, helping with someone's finances, navigating an aging parent's needs — or you simply want to be much better prepared — take a look at Trustee School Active.
And if you're not sure where you fit, check out the poll pinned at the top of the community. I want to know what brought you here and what you're dealing with.
We're just getting started.
Welcome to Trustee School. ⚖️
🔓 READY TO JOIN ACTIVE?
Go to your Skool profile → Settings → Trustee School → Change Plan → select Active
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📢Trustee School is Officially Open 🎉
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