COURSE 3 — POWER OF ATTORNEY & FIDUCIARY WORKFLOW | LEVEL 1 5 segments × $225 = $1,125. DELIVERY MODEL: This is not a cookie-cutter self-study course. Online content explains the basics and prepares the trainee. The practical work is completed live by Zoom with a trained University Technicians specialist. The specialist reviews the trainee’s actual documents and circumstances, guides the applicable administrative/software workflow, checks the completion list, and identifies anything still outstanding. Matters requiring individualized legal, tax, accounting, financial, or court advice or representation are referred to an appropriately licensed professional. REQUIRED VIDEO: “CLERKS OF COURT TRUST ACCOUNTS; New Earth Living; Trust Law studies, Sundays 5:55 EST.” Watch it from UniversityTechnicians.com/videos before the live walkthrough. The program requires full video completion before advancement. SEGMENT 11 — CERTIFIED TRUST & POA DOCUMENT ORGANIZATION BASIC EXPLANATION: Learn the difference between an original, copy, certified copy, notarized document, and institution-specific certification request. PREPARE FOR ZOOM: Trust documents, durable POA documents, certifications/notary pages, identification, and any institution request. LIVE WALKTHROUGH: Organize the document packet and identify what the receiving institution is actually requesting. COMPLETION CHECK: Document packet organized; missing certification or legal-review issue documented. SEGMENT 12 — IRS FORM 2848 EDUCATION BASIC EXPLANATION: Learn the general purpose of Form 2848, taxpayer/representative information, tax matters/periods, and why eligibility to represent a taxpayer depends on IRS rules. PREPARE FOR ZOOM: Taxpayer information, relevant notices, tax-form/period information, and representative information. LIVE WALKTHROUGH: Educational form/software review only; representation questions are referred to qualified professionals. COMPLETION CHECK: Form fields and supporting information reviewed; unresolved representation issue documented. SEGMENT 13 — FORM 1041 & FORM 56 FIDUCIARY WORKFLOW BASIC EXPLANATION: Learn what Form 56 is generally used to notify the IRS about and how it differs from filing a fiduciary income-tax return. PREPARE FOR ZOOM: Trust/estate records, EIN, fiduciary documents, relevant IRS notices, and prior tax filings. LIVE WALKTHROUGH: Guided administrative review of the applicable forms and records. COMPLETION CHECK: Fiduciary records organized; filing questions requiring tax/legal judgment identified. SEGMENT 14 — COURT-DOCUMENT & FILING EDUCATION BASIC EXPLANATION: Learn basic court-document organization: caption, case number, parties, filing rules, service requirements, deadlines, and jurisdiction-specific instructions. PREPARE FOR ZOOM: Court notices, docket/case number, orders, deadlines, and the court’s published instructions. LIVE WALKTHROUGH: Specialist helps organize documents and navigate publicly available filing procedures. Legal strategy, pleadings requiring legal judgment, or representation are referred to a licensed attorney. COMPLETION CHECK: Filing checklist created; deadlines and professional referrals documented. SEGMENT 15 — POA ACTIVATION & PROFESSIONAL SUPPORT WORKFLOW BASIC EXPLANATION: Learn how a POA may be presented to institutions, why each institution may have its own acceptance process, and when attorney/tax-professional support is appropriate. PREPARE FOR ZOOM: POA, identification, institution correspondence/forms, and a list of the specific administrative task being attempted. LIVE WALKTHROUGH: Organize submission materials, document contacts and responses, and coordinate appropriate professional support. COMPLETION CHECK: Administrative submission workflow addressed; outstanding institution/professional action documented. LEVEL 1 COMPLETION: Segment 15 completes Level 1 only when all 15 segments across all three courses have been addressed. Segment 16 begins Level 2.