Future Beneficiary

The ability to navigate the ever changing government benefit climate.

Distributions processed in a timely manner for the beneficiary.

A Trustee who advocates and works tirelessly for persons with disabilities.

Adaptability to move as new technologies emerge.

Always having a point of contact.

Efficiency in processing information.

Resources for families that are not solely related to trust services.

Constantly working to find the best possible outcomes and processes for our beneficiaries.

Online Access to balance information 24/7.

No fees for basic transactions.

Spanish speaking staff on hand.

Quick turnaround.

Lowest fees around.

Annual Accountings.

Trusts in all 50 states.

Monthly statements

Use of debit cards associated with the account

Yearly review of accounts

Over 600 happy clients

Distributions processed daily.

Prosses Distributions on from your phone or tablet!