A tailored course, built for your situation
Repeatable estate frameworks that compound across client engagements
Build once, leverage infinitely across high-net-worth portfolios
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Who this is for
Senior estate planning practitioner at a wealth management firm handling high-net-worth client portfolios with complex compliance and regulatory alignment needs
Who this is not for
Junior paralegals, entry-level trust officers, or professionals outside of fiduciary and estate governance roles
What you walk away with
- A reusable template library for Basel III-compliant estate structures
- Faster replication of proven frameworks across new client onboarding
- Increased peer and advisor referral volume due to visible consistency
- Stronger cross-functional collaboration through standardized documentation
- A growing internal reputation as the source of truth for estate architecture
The 12 modules (with all 144 chapters)
Module 1. Core components of Basel III estate frameworks
Break down Basel III requirements into reusable structural elements for estate design with clear ownership mapping and compliance boundaries.
12 chapters in this module
- Capital adequacy thresholds
- Liquidity coverage ratios
- Net stable funding ratio
- Leverage ratio
- Risk-weighted assets
- Exposure determination
- Collateral treatment
- Counterparty classification
- Operational risk mapping
- Stress testing inputs
- Governance reporting lines
- Documentation standards
Module 2. Modular estate architecture design
Design flexible estate shells that adapt to client specifics while retaining Basel III compliance integrity and audit readiness.
12 chapters in this module
- Estate segmentation models
- Trust layering strategies
- Entity structuring options
- Jurisdiction selection
- Debt inclusion rules
- Equity placement logic
- Cash flow modeling
- Succession triggers
- Beneficiary hierarchies
- Contingency frameworks
- Reversion conditions
- Exit pathways
Module 3. Compliance-by-design framework integration
Embed Basel III controls at the foundation of each estate structure to eliminate retrofitting and reduce audit friction.
12 chapters in this module
- Proactive capital planning
- Liquidity buffer design
- Funding maturity alignment
- Collateral eligibility rules
- Exposure limits per tier
- Concentration risk checks
- Stress scenario inputs
- Regulatory reporting triggers
- Audit trail design
- Control ownership
- Review cycle automation
- Exception handling
Module 4. Documentation that compounds authority
Create living artefacts that serve as reference points across engagements and build your reputation as a definitive practitioner.
12 chapters in this module
- Standard operating procedures
- Decision rationales
- Framework diagrams
- Client-specific annotations
- Version control
- Cross-reference indexing
- Internal knowledge sharing
- Peer review workflows
- Client handover packages
- Regulatory correspondence
- Audit preparation logs
- Post-engagement reviews
Module 5. Scaling client onboarding with pattern reuse
Apply proven frameworks to accelerate new client integration without sacrificing customization or compliance depth.
12 chapters in this module
- Client intake triage
- Profile matching
- Baseline framework selection
- Customization thresholds
- Speed-to-readiness metrics
- Stakeholder alignment
- Legal coordination
- Tax integration
- Trustee onboarding
- Reporting cadence setup
- Risk tolerance mapping
- Exit readiness
Module 6. Cross-functional influence through clarity
Position your estate frameworks as the default reference for legal, tax, and investment teams involved in client planning.
12 chapters in this module
- Common language standards
- Interdepartmental workflows
- Shared documentation access
- Alignment checkpoints
- Decision escalation paths
- Feedback integration
- Change management
- Version control governance
- Peer validation
- Executive summaries
- Risk communication
- Collaboration playbooks
Module 7. Client trust through consistency
Demonstrate reliability and deep expertise by delivering structured, predictable outcomes across high-stakes client relationships.
12 chapters in this module
- Client expectation setting
- Transparency standards
- Update cadence design
- Complexity simplification
- Risk disclosure clarity
- Change notification
- Stakeholder mapping
- Scenario planning
- Success metric alignment
- Feedback collection
- Service level definitions
- Trust durability
Module 8. Adapting frameworks to jurisdictional variance
Maintain core compliance integrity while adjusting for state, federal, or international estate regulations.
12 chapters in this module
- State-by-state tax rules
- Federal estate tax thresholds
- International reporting
- Treaty implications
- Residency determination
- Domicile planning
- Currency considerations
- Cross-border asset inclusion
- Trust recognition
- Compliance alignment
- Documentation localization
- Regulatory correspondence
Module 9. Future-proofing against regulatory change
Design estate frameworks with modularity to absorb new Basel III interpretations and reporting expectations.
12 chapters in this module
- Change detection
- Regulatory monitoring
- Interpretation frameworks
- Impact assessment
- Framework updates
- Client communication
- Transition planning
- Version migration
- Audit readiness
- Peer review
- Documentation updates
- Training integration
Module 10. Monetizing expertise through leverage
Shift from hourly execution to high-value advisory by reusing frameworks across premium client engagements.
12 chapters in this module
- Value-based pricing
- Engagement scoping
- Service tier design
- Client segmentation
- Premium offering design
- Referral pathways
- Case study development
- Testimonial integration
- Internal advocacy
- Cross-sell enablement
- Efficiency tracking
- ROI demonstration
Module 11. Building a personal IP library
Curate your work into a proprietary body of knowledge that grows more valuable with each engagement.
12 chapters in this module
- Knowledge categorization
- Template annotation
- Lessons learned capture
- Pattern identification
- Framework evolution
- Peer contribution
- Internal publishing
- Reputation growth
- Thought leadership
- Speaking opportunities
- Publication pathways
- Mentorship influence
Module 12. Sustaining long-term client relationships
Use consistent, repeatable frameworks to deepen trust and extend engagement lifecycles across generations.
12 chapters in this module
- Multi-generational planning
- Succession readiness
- Family governance
- Communication frameworks
- Change management
- Conflict prevention
- Education integration
- Advisor coordination
- Review cycles
- Crisis response
- Legacy alignment
- Exit transition
How this maps to your situation
- Onboarding high-net-worth client
- Designing estate under Basel III constraints
- Coordinating with tax and legal teams
- Presenting to client family members
Before vs. after
Before
Starting from scratch on each estate, reinventing compliance frameworks and documentation with every client
After
Leveraging a growing library of reusable, Basel III-aligned estate structures that compound value across engagements
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: 90 minutes per week for 12 weeks
How this compares to the alternatives
Generic estate planning courses offer one-size-fits-all templates. This course delivers Basel III-specific, reusable frameworks tailored to high-complexity, high-compliance environments like the firm.
Frequently asked
Is this course focused on Basel III banking rules or estate planning application?
It focuses exclusively on applying Basel III structural and compliance concepts to high-net-worth estate planning frameworks.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will the templates work for international clients?
Yes, the frameworks include modular components to adapt to cross-border and multi-jurisdictional estate requirements.
$199 one-time. 90 minutes per week for 12 weeks.
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours