Creating a space where trustees can become compliant and support trusts through certified vendors and individual certification programs.
Certified Trustee Program
What It Means to Be a Certified Trustee
A certified trustee has demonstrated comprehensive knowledge of trust management, IRS compliance, and tax regulations. This certification provides trust holders with confidence that their assets are managed by qualified professionals who understand the complex legal and regulatory landscape.
✓ Expert knowledge in trust compliance
✓ IRS regulations and tax law expertise
✓ Ongoing education and updates
Why Certification Matters
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Builds trust with clients and beneficiaries
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Ensures compliance with federal regulations
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Reduces liability and legal risks
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Demonstrates professional competency
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Access to exclusive resources and networks
How to Become a Certified Trustee
1
Take our Course
Complete our comprehensive certification course covering all aspects of trust management and compliance.
2
Complete Quizzes
Answer quizzes with accuracy throughout the course to demonstrate your understanding of key concepts.
3
Complete Quizzes
Achieve 95% accuracy on our final exam created by industry professionals and IRS enrolled agents.
Become a Certified Vendor
Join our network of preferred organizations and vendors. Our certification ensures that all rules, restrictions, and regulations are met, giving trust holders confidence in your services.
✓ IRS compliance verification
✓ Regulatory adherence certification
✓ Listing in our vendor directory
Vendor Benefits
Enhanced Credibility
Display our certification badge to build trust with potential clients.
Directory Listing
Featured placement in our certified vendor directory
Compliance Assurance
Operate with confidence knowing you meet all IRS guidelines
Network Access
Connect with certified trustees and other professionals
Membership Benefits
Join the National Association of Trustees for just $199 per year
Membership Badge
Standard Membership
$199/year
✓ Member badge and credentials
✓ Newsletter with latest trustee updates
✓ Info on new rules and regulations
✓ Access to member resources
✓ Networking opportunities
Certified Member Badge
Certified Membership
$299/year + Certification
✓ Member badge and credentials
✓ Credentials and a trustee training course
✓ Info on new rules and regulations
✓ Access to member resources
✓ Networking opportunities
