LEVEL 1 GUIDED WALKTHROUGH — 15 SEGMENTS 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. HOW EACH SEGMENT WORKS 1. Learn the basic concept and vocabulary. 2. Review examples and gather the required records. 3. Complete the required training video. 4. Book the live Zoom walkthrough. 5. Work through the applicable steps live with a trained specialist. 6. Specialist verifies the segment checklist and records outstanding items. 7. Advance only after the current segment is addressed. 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. COURSE 1 — REVOCABLE TRUST & TAX FOUNDATION Segments 1–5: trust-document organization and execution education; trust EIN workflow; Form 1040 software orientation; Form 1041/fiduciary workflow; recordkeeping and applicable reporting. COURSE 2 — BANKING & BUSINESS SYSTEMS Segments 6–10: DBA/assumed-name workflow; business-banking preparation; fee-schedule/publication education; secured/unsecured business-credit education; merchant accounts, invoicing, domains and website systems. COURSE 3 — POWER OF ATTORNEY & FIDUCIARY WORKFLOW Segments 11–15: certified trust/POA documents; Form 2848 education; Form 1041 + Form 56 workflow; court-document and filing education; POA activation and professional-support coordination. PRICING: $225 per segment; $1,125 per five-segment course; $3,375 for all 15 Level 1 segments. Segment 16 begins Level 2.