MOVING TO MASTERY

Pave Your Path to
Estate Planning Mastery

We are the forefront of guiding professionals and families through the intricate world of estate and special needs planning. Our approach is not just about technical know-now; it's about fostering a community where support, empathy, and expertise thrive together.

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Nationally-Renowned Instructors

Earn CE Credit Online

50+ Courses Available

Who is Moving to Mastery for?

Moving to Mastery offers a range of courses tailored to different levels of special needs planning expertise.

Families

Families

Families have access to free and paid resources on Moving to Mastery.
Attorneys

Attorneys

From basics to advanced tools, Moving to Mastery enhances your estate planning skills for optimal client representation.
Fiduciaries

Fiduciaries

Learn to skillfully mange your duties and responsibilities as trustee, agent, personal representative, conservator, and all other fiduciary roles.



Our Mission

Empower individuals, families, and professionals with comprehensive knowledge and practical tools in estate and special needs planning. We are dedicated to simplifying complex legal landscapes, ensuring that every plan we shape is compassionate and comprehensive. ⁣

Course Topics

Special Needs Planning

Estate Planning

Trust Administration

Liability Defense

Conservatorships & Guardianships

Business Development

Ethics

Most Popular Courses

From beginners to experts, these are our most loved courses below

Section 8 and SNTs: Everything Changes on January 1, 2024
Section 8 and SNTs: Everything Changes on January 1, 2024

with Blaine Brockman
1 MCLE

Testamentary Capacity Expert Opinions: Pitfalls & Strategies to Cross-Examine Psychiatric Experts
Testamentary Capacity Expert Opinions: Pitfalls & Strategies to Cross-Examine Psychiatric Experts

with Dr. Teo Ernst
1 MCLE

Trustee's Record Keeping and Accounting Requirements
Trustee's Record Keeping and Accounting Requirements

with Jessica Jones
1 MCLE

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MasteryTrack Membership

Moving to Mastery offers a monthly subscription as well as the purchasing of individual courses.

  • Consistently earn CE credits each month from experts around the country.
  • Gain instant access to all of Moving to Mastery.
  • Stay up to date on the latest in special needs planning.
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TESTIMONIALS
What Our Current Members are Saying
Gregory H.

Good overview. I have done many of these but learned something new and good review. Good job.

Alex H.

I really appreciated how the speaker presented this topic through examples. It gave me more confidence in past cases I have dealt with as well as ones I may come across in the future. Definitely worth the time to listen to this presentation.

Laura M.

This is my first time watching a course with Moving To Mastery and I LOVE IT! Excellent job.

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