COURSE 1 — REVOCABLE TRUST & TAX FOUNDATION | 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 1 — REVOCABLE TRUST DOCUMENT FOUNDATION BASIC EXPLANATION: Learn what a revocable living trust is, the roles commonly found in a trust document, and the difference between the trust document itself and assets or records associated with it. PREPARE FOR ZOOM: Have the current trust draft/copy, identification, names of the people involved, and any questions about signatures, notarization, certification, or record organization. LIVE WALKTHROUGH: The specialist reviews the trainee’s documents for administrative completeness, identifies missing information, and walks through execution/organization steps that apply to the trainee’s situation. COMPLETION CHECK: Trust records organized; signing/notary questions identified; unresolved legal questions referred appropriately. SEGMENT 2 — TRUST EIN WORKFLOW BASIC EXPLANATION: Learn what an EIN is, why an entity may use one, and the importance of matching the trust name and responsible-party information to accurate records. PREPARE FOR ZOOM: Trust name, executed trust records, responsible-party information, prior EIN notices if any, and access to the applicable IRS workflow. LIVE WALKTHROUGH: Guided administrative/software walkthrough of the EIN process using the trainee’s accurate information. COMPLETION CHECK: EIN workflow addressed and confirmation/records saved, or outstanding issue documented. SEGMENT 3 — FORM 1040 TAX-SOFTWARE ORIENTATION BASIC EXPLANATION: Learn the purpose of Form 1040 and how tax software organizes income, deductions, dependents, business information, and supporting records. PREPARE FOR ZOOM: Prior return if available, W-2/1099 records, identity information, dependent information, and substantiation for entries the trainee intends to make. LIVE WALKTHROUGH: Software navigation and educational walkthrough. The trainee remains responsible for the accuracy of information entered and for obtaining professional tax advice when needed. COMPLETION CHECK: Software workflow reviewed; missing tax documents identified; unresolved tax positions referred appropriately. SEGMENT 4 — FORM 1041 / FIDUCIARY TAX WORKFLOW BASIC EXPLANATION: Learn the general purpose of Form 1041, fiduciary reporting concepts, and the need to distinguish the individual taxpayer from a trust or estate filing obligation. PREPARE FOR ZOOM: Trust records, EIN notice, relevant income/expense records, prior filings, and any fiduciary notices received. LIVE WALKTHROUGH: Guided software/form orientation based on the trainee’s records, with referral for individualized tax determinations. COMPLETION CHECK: Filing workflow reviewed; records organized; unresolved classification/tax issues identified. SEGMENT 5 — TRUST RECORDKEEPING & REPORTING BASIC EXPLANATION: Learn practical recordkeeping: trust documents, EIN correspondence, receipts, statements, beneficiary records, tax documents, and a transaction/activity log. PREPARE FOR ZOOM: Bring the trainee’s current folder/digital records and any 1099 or beneficiary documents. LIVE WALKTHROUGH: Build an organized recordkeeping system and review which records require follow-up. COMPLETION CHECK: Core trust file organized and next required reporting/administrative actions documented. ADVANCEMENT: Completing Course 1 alone does not complete Level 1. Level 1 requires Courses 1, 2, and 3 — 15 total segments.