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

Locations


West Coast Office 100 E. San Marcos Blvd.Suite 400
​San Marcos, CA 92069
East Coast Office 3030 N. Rocky Point Dr. W. 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