Resources

TRUST SETUP

Training

Teamwork

  1. ​Submit Application
  2. Counsel Client
  3. Fund Trust
  4. Notify State
  • Special Needs Trusts
  • Intake processing
  • Government Benefits
  • Settlement Strategies

We are always working hard to help you make the most of your trust.

Hours & Phones

Monday - Friday:    

8 am - 4 pm ​ PST

PHONE & Fax:  

​877-695-6444


Email Us

FAST EASY ONSITE SETUP

East Coast Office

3030 N. Rocky Point Dr. W. Suite 150

Tampa, FL 33607

​100 E. San Marcos Blvd.Suite 400​

San Marcos, CA 92069
East Coast Office

WEST COAST OFFICE