Resources

TRUST SETUP

Training

Teamwork

  1. Submit Application
  2. Schedule Signing
  3. Send Funding
  4. Notify SSA or DHCS
  • 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

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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

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