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 - 4 ​ PST


Beneficiary Support 
877-695-6444 x1

Enrollment\Attorney Line
877-695-6444 x2

Fax Requests 866-576-0460


Locations


West Coast Office
100 E. San Marcos Blvd.Suite 400San Marcos, CA 92069

East Coast Office
3030 N. Rocky Point Dr. Suite 150 Tampa, FL 33607

Email Us

Case consults

LOCATE LOCAL OFFICE

Click this picture locate your local Social Security Offices.

On-site trust signings.

FAST EASY ONSITE SETUP

Time with Enrollee Support