Comprehensive Curriculum

Gain access to a detailed course covering sections 1-9, ensuring a thorough understanding of the topic.

Expert Guidance

Learn from industry professionals who will guide you through each chapter through informative video presentations, workbooks and  providing valuable insights and tips.

Interactive Learning

Engage in interactive exercises and quizzes to reinforce your knowledge and test your understanding.

About the Course

Embark on a transformative learning journey with our exclusive course. Dive deep into sections 1-9 to uncover the secrets of {{product_description}}. Our expert instructors will support you every step of the way, ensuring you gain practical skills and valuable insights to excel in your field. Don't miss this opportunity to unlock your full potential. Enroll today and take the first step towards success!

Course Curriculum

23 Chapters · 120 Lessons

  1. 1

    Deciphering The Lessons Contained in - Trustees in Commerce - Canadian Comparative Edition Course

    1. (Included in full purchase)

      TIC Milestones Syllabus Overview by Section A B C - Binder Checklist

  2. 2

    Part A Sections 1. 2 and 3 Trustees in Commerce - Canadian Equity Law - Orientation

    1. (Included in full purchase)

      TIC TRUSTEES IN COMMERCE - Canadian Comparative Edition - Overview

  3. 3

    Chapter 1: Section 1 Preface and UCC to Canadian Equity

    1. (Included in full purchase)

      UCC to Canadian Equity

  4. 4

    Chapter 1: Section 1 Milestones

    1. (Included in full purchase)

      Section A-Chapter 1 2 3 - TIC Milestones Overview - Phase ABC Chapter Document Process

    2. (Included in full purchase)

      M1.1 Claim Of Life - Phase 1A - Chapter 1 - Status and Standing Fundamentals

    3. (Included in full purchase)

      M1.2 Affidavit of Status / Standing - Phase 1A - Chapter 1

    4. (Included in full purchase)

      M1.3 Notice of Executor - Phase 1A - Chapter 1 - Status and Standing Fundamentals

    5. (Included in full purchase)

      M1.4 - AUT-O1 -Authorized Representative - Phase 1 - Chapter - Status and Standing Fundamentals

  5. 5

    Chapter 2 - Section 2: Canadian Commercial Law

    1. (Included in full purchase)

      2.1 US Sovereignty vs Canadian Equity

    2. (Included in full purchase)

      A Comparative Analysis of Commercial Instrument Regulation

    3. (Included in full purchase)

      Comprehending Canadian Commercial Law

    4. (Included in full purchase)

      Comprehending Commercial Instruments

    5. (Included in full purchase)

      Study Guide Sec 2

    6. (Included in full purchase)

      Lawful / LEGAL MEMORANDUM

  6. 6

    Chapter 2 - Section 2 - Milestones - Deepening Status & Role Comprehension

    1. (Included in full purchase)

      Chapter 2 - TIC Phase A - Milestones Syllabus - Chronological-Binder-Document

    2. (Included in full purchase)

      Process 1 - Procedure for Postmaster (Separate Mandatory Lessons in Syntax Autograph, Stamps etc.)

    3. (Included in full purchase)

      Process 2 - CLAIM OF LIFE - Certificate of Live Birth

    4. (Included in full purchase)

      Process 3 - Birth Certificate (BC)

    5. (Included in full purchase)

      Process 4- SIN with CRA Living Address (Insert new video)

    6. (Included in full purchase)

      Process 4b - Citizenship - Landing Papers - Identification History

    7. (Included in full purchase)

      Process 5 - Marital or Divorce Certificate

    8. (Included in full purchase)

      Process 6 - Passport - Valid and Up To Date

    9. (Included in full purchase)

      Process 7 - Driver's License Used in Commerce

    10. (Included in full purchase)

      Process 8 - Personal Identification (Know Your Client, Proof of Address)

    11. (Included in full purchase)

      Process 9a - Copyright Your Name

    12. (Included in full purchase)

      Process 9bc - ANC Assumed Name Certificate (Global Recognition via Minnesota)

    13. (Included in full purchase)

      Process 10 - Miscellaneous Special Documents - ie. Family History Notarized

    14. (Included in full purchase)

      Process 11 - Trust Administration and Executor Standing Procedures - An Introduction

    15. (Included in full purchase)

      Process 11 - Sole Proprietor BIN # for ALL CAPS NAME

    16. (Included in full purchase)

      Process 13 - Procure BN# CRA Sole Proprietor for ALL CAPS NAME (Federal BN Attached to SIN)

    17. (Included in full purchase)

      Process 14 - Private Custodial Trust Name Selection - Considerations

    18. (Included in full purchase)

      Process 15 - BN Federal TRUST Registration ( RZ Category )

    19. (Included in full purchase)

      Process 16 - 16 POA – Power Of Attorney Notarized between Trust and ALL CAPS NAME to Express Trust Intent & Authority

    20. (Included in full purchase)

      Process 17 - PSA Private Security Agreement

    21. (Included in full purchase)

      Process 17a - AUT01 Authorized Representative A.R. - Change of Address to TRUST ADDRESS

    22. (Included in full purchase)

      Process 18 - Private Trust Appendix 'A' and Silver Dollar - Asset Ledger Directions

    23. (Included in full purchase)

      Process 19 - Notary Public Notarization of Affidavits POA PSA

    24. (Included in full purchase)

      Process 20 - TRUST Indenture (Standard Operating Procedures)

    25. (Included in full purchase)

      Process 21 - PPSA - Personal Property Security Agreement

    26. (Included in full purchase)

      Proess 21a* Optional - UCC1 Filing Notification

    27. (Included in full purchase)

      M2.1 Executor Notification Bundle - -Phase 2 Chapter 3 - Executor Foundation

    28. (Included in full purchase)

      M2.2 Conditional Acceptance Templates - Phase 2 - Chapter 3 - Executor Foundation

    29. (Included in full purchase)

      M2.3 Private Ledger Starter - Phase 2 Chapter 3 - Executor Notification

  7. 7

    Chapter 3-Section 3: Becoming a Trustee in Commerce

    1. (Included in full purchase)

      Becoming a Trustee

    2. (Included in full purchase)

      Beginners Guide

    3. (Included in full purchase)

      A Practitioner Guide

    4. (Included in full purchase)

      Glossary of Essential Canadian Trust Terms

    5. (Included in full purchase)

      Comparative Analysis

    6. (Included in full purchase)

      Executive Summary Becoming a Trustee

    7. (Included in full purchase)

      Study Guide for Section 3

  8. 8

    Chapter 3-Section 3-Milestones in Becoming a Trustee

    1. (Included in full purchase)

      Section 3 - MILESTONES for TRUSTEE Executor Notice Bundles

    2. (Included in full purchase)

      Process 20 - TRUST DEED (M5.1)

  9. 9

    Part B - Chapter 4-5-6 Trusts, Administration and Executors

    1. (Included in full purchase)

      Section B - Chapter 4-5-6 - Milestones for Trusts, Administration and Executors

  10. 10

    Chapter 4 - Section 4: Trusts in Commerce

    1. (Included in full purchase)

      4.1 Trusts vs Contracts

    2. (Included in full purchase)

      Continuous Improvement Strategies

    3. (Included in full purchase)

      A Quick Briefing

    4. (Included in full purchase)

      The Primacy of Trusts

    5. (Included in full purchase)

      Maintaining Trusts in Commerce

    6. (Included in full purchase)

      Sec 4 Study Guide

  11. 11

    Chapter 4 - Section 4 - Milestones for Trusts in Commerce

    1. (Included in full purchase)

      Section A to B Bridge - Phase 3 - Chapter 4 - Private Banking Basics and Presentment (PN, Banki Bundle, Ledger, Filing)

    2. (Included in full purchase)

      Phase 3 - Chapter4 - MILESTONE 3.1 - Private Banking Basics and Presentment Templates

    3. (Included in full purchase)

      M3.1 Promissory Note (PN) - Phase 3 - Chapter 4 - Private Banking Basics & Presentment

    4. (Included in full purchase)

      M3.2 Bank Bundle - Phase 3 - Chapter 4 - Private Banking Basics & Presenetment

    5. (Included in full purchase)

      M3.3 Ledger Entry Sheets - Phase 3 -Chapter 4 - Private Banking Basics & Presentment

  12. 12

    Chapter 5 -Section 5: Administration in a Trust

    1. (Included in full purchase)

      Trust Administration

    2. (Included in full purchase)

      What is Administration

    3. (Included in full purchase)

      Intent to Lawful Record

    4. (Included in full purchase)

      Standard Operating Procedure

    5. (Included in full purchase)

      Study Guide Sec % Administration

  13. 13

    Chapter 5 - Section 5: Milestones for Administration in a Trust

    1. (Included in full purchase)

      Phase 4- Chapter 5 - MILESTONES 4 - PMA Agreements, Donations, Operating Summary, CRA Notice Packet

    2. (Included in full purchase)

      M4.1 PMA Agreement - Phase 4 - Chapter 5

    3. (Included in full purchase)

      M4.2 Donation Receipt Templates - Phase 4 - Chapter 5

    4. (Included in full purchase)

      M4.3 Operating Summary - Phase 4 - Chapter 5

    5. (Included in full purchase)

      M4.4 Milestone - CRA Notice Packet - Phase 4 - Chapter 5 - PMA Structuring & Living in the Private

  14. 14

    Chapter 6 - Section 6: Executor & Estate Integration

    1. (Included in full purchase)

      Executors and the Estate

    2. (Included in full purchase)

      Guide to Public & Private Entity

    3. (Included in full purchase)

      Policy Overview

    4. (Included in full purchase)

      Executor Status

    5. (Included in full purchase)

      A Best Practices Guide

    6. (Included in full purchase)

      Comprehending the Purpose

    7. (Included in full purchase)

      Study Guide Sec 6

  15. 15

    Chapter 6 - Section 6 - Milestones: Executor & Estate Integration

    1. (Included in full purchase)

      Executor Notification Communication - CRA Trust Compliance Bundles

    2. (Included in full purchase)

      Chapter 6- Section 6 - Deliverables - Executor Notification Communication Bundle Overview

    3. (Included in full purchase)

      Generic CRA Executor Filing Checklist (OOEL Office of Executor Letter Set #3)

    4. (Included in full purchase)

      M5.1 Milestone - Deed of Trust - Chapter 6 - Trust Completion and Succession

    5. (Included in full purchase)

      M5.2 Milestone - Full Binder Package - Phase 5 Chapter 5

    6. (Included in full purchase)

      M5.3 Trustee Manual - Phase 6 - Chapter 6 - Trustee Manual - Indenture SOP

    7. (Included in full purchase)

      M5.4 Milestone - Will - Phase 5 Chapter 5 - Trust completion / Succession

    8. (Included in full purchase)

      M5.5 Milestone -Trust Appendix Kit - Phase 5 - Chapter 6

  16. 16

    Part C - Chapter 7-8-9 Remedy, Ethical Duty & Jurisdictional

    1. (Included in full purchase)

      Part C - Chapter 7-8-9 - Milestones Chart - Syllabus on Remedy, Ethical Duty And Jurisdiction

  17. 17

    Chapter 7-Section 7: Lawful Remedy to Discharge

    1. (Included in full purchase)

      Lawful Remedy and Discharge

    2. (Included in full purchase)

      Comprehending Lawful Remedy

    3. (Included in full purchase)

      A Learners Guide to Lawful Remedy

    4. (Included in full purchase)

      Lawful Remedy in Canadian Commerce

    5. (Included in full purchase)

      Procedural Manual for Equitable Remedy

  18. 18

    Chapter 7 - Section 7 - Milestones 6.1-6.2-6.3- Lawful Remedy to Discharge

    1. (Included in full purchase)

      Chapter 7 - Section 7 - Milestones - Lawful Remedy to Discharge

    2. (Included in full purchase)

      M6.1 - Executor Notice Bundle - Executor Skills Advanced (Phase6 Chapter 7 - Milestones 6 Series)

    3. (Included in full purchase)

      M6.2 Conditional Acceptance Templates - Phase 6 - Chapter 7

    4. (Included in full purchase)

      M6.3 Postal Ledger - Phase 6 - Chapter 7 - Executor Skills = Postal ledger

  19. 19

    Chapter 8 - Section 8: Ethical Duties of a Trustee

    1. (Included in full purchase)

      Ethical Duty of the Trustee

    2. (Included in full purchase)

      Briefing Ethics in Trusteeship

    3. (Included in full purchase)

      Comprehending the Ethical Duties of a Trustee

    4. (Included in full purchase)

      A Tale of Two Trustees Contrast

    5. (Included in full purchase)

      The Trustee Handbook to Ethics

    6. (Included in full purchase)

      Study Guide for Trusteeship Ethics

  20. 20

    Chapter 8 - Section 8 - Milestones- Ethical Duties of a Trustee

    1. (Included in full purchase)

      M7.2 Section C- Chapter - 8 - Milestones - Remedy, Ethical Duty & Jurisdiction

    2. (Included in full purchase)

      M9.1 Phase 9- Chapter 10 - Trust Legacy and Referene - Deed Of Trust

    3. (Included in full purchase)

      M6.1 Milestone - Phase 7 - Chapter 8 - Private Banking Advanced

    4. (Included in full purchase)

      M6.2 Milestone - Ledger Sheets - Phase 7 - Chapter 8 - Private Banking Advanced

    5. (Included in full purchase)

      M6.3 Milestone - Postal Ledger

  21. 21

    Chapter 9 - Section 9: Canadian Jurisdictional Translation

    1. (Included in full purchase)

      Canadian Jurisdictional Translation

    2. (Included in full purchase)

      Briefing on the Canadian Adaptation

    3. (Included in full purchase)

      Bridging the Border Student Guide

    4. (Included in full purchase)

      Unpacking Fiduciary Duty

    5. (Included in full purchase)

      Comparatives

    6. (Included in full purchase)

      Equity in Action

    7. (Included in full purchase)

      Reference Manual foe Jurisdiction

  22. 22

    Chapter 9 - Section 9- Milestones - Canadian Jurisdictional Translation

    1. (Included in full purchase)

      Section C - Phase 9 - Chapter 10 - Trust Legacy and References

  23. 23

    Chapter 10 - Section 10 - Milestones

    1. (Included in full purchase)

      Section C-Chapter 10 -Phase 10 - Consolidation: Cross Reference/Review/Glossary

    2. (Included in full purchase)

      Phase 9 - Chapter 10 - Trust Legacy and Reference (DEED OF TRUST INDENTURE + WILL)

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