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​​Submit:  Lead

Step 1: ​​  Trust Application

Step 2:   Schedule Signing

Step 3:   Funding

Step 4:   SSAor DHCS

CPT

​100 E. San Marcos Blvd.Suite 400​

San Marcos, CA 92069


Monday - Friday

8 am to 4 pm PST

Phone & Fax

877-695-6f444

PROTECT SSI, MEDI-CAL & IHSS

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

  • Special Needs Trusts
  • Intake processing
  • Government Benefits
  • Settlement Strategies

Teamwork

Training

TRUST SETUP

Resources


1

HOW WE MAKE SPECIAL NEEDS TRUSTS SETUP EASY -  FOLLOW THESE FOUR STEPS