Why FND Trust Services?
Florida Trust Services You Can Count On
Financial management is complex for any person, but it presents specific challenges for persons with disabilities and their families or representatives. Government benefits are available, but how can you protect your assets without jeopardizing your eligibility? FND Trust Services can help you with every aspect of planning for a pooled or individual special needs trust. Our Florida trust services are based on the key principles of transparency, service, and support.
Comprehensive Trustee Services
Our entire system is designed to be as easy to use as possible, and our comprehensive trustee services ensure our beneficiaries have access to their funds when they need them, with as few obstacles as possible.
Full Transparency
In today’s world, trust is of paramount importance. We strive to provide full transparency in every aspect of our trust administration, including, monthly statements, and detailed accounting whenever needed.
Independence & Accountability
We receive a number of State and Federal grants, which means we are required to have annual independent reviews of all of our programs, operations, and services. This added level of accountability brings peace of mind to many of our clients.
Caring Service & Support
Our team at FND Trust Services knows what you are going through. We were founded by parents of persons with disabilities, so we genuinely understand the challenges often faced by the disability community. We are passionate about what we do, and we are here to support and guide you. Our service is efficient and professional without sacrificing empathy.
For over 30 years, our Florida trust company has served persons with disabilities and their families in Florida and across the country. Contact (727) 291-8046 today to find out how we can help you.
Why FND Trust Services?
Florida Trust Services You Can Count On
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Quick ResponseOur goal is to make sure that our beneficiaries have access to funds that they need, when they need them, with as little difficulty as possible.
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ServiceWe provide a “no mess, no fuss” solution to special needs trust administration for our beneficiaries and the professionals who serve them.
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TransparencyWe offer beneficiaries and their representatives instant access to balance and account information. We also provide monthly statements and annual accounting.
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StabilityFND has been in existence for over 30 years. We have many programs including Federal and State grants for persons with disabilities, their families, and those who serve them.
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AccountabilitySince we are fortunate to receive a number of Federal and State grants, we are required to have annual independent audits of all our programs and operations.
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Independent Financial ManagementWe retain independent financial advisors, money managers, and custodians, who all serve at the discretion of the Trustee in an arm’s-length relationship.