Our team will help you identify solutions for your situation. If a trust is the best option, we will discuss how the trust operates.

A Trust instructions email will be sent immediately after detailing the process in its entirety.

If court approval is required, please see “Court Support” to learn more about how we can support you.

Book a Consultation

In order to ensure your client successfully transitions into our program, a case manager is required to go through the trust documents with your client to ensure appropriate expectations are set.

Please feel free to have us book this directly with the client or coordinate with you.
After signing trust documents, our “What Is Next” quick reference guide outlines the next steps for you and your client.

What Is Next

Use our "Funding Page" to identify the appropriate funding instructions.
All parties will be notified once the funds are available for the client’s use. Keep in mind, checks can take 2-10 days to clear.

MSA funds go directly to MSA Professional Administration, but are titled to ensure CPT Institute as Trustee maintains ownership and it remains an exempt asset for eligibility purposes.

A Trust Administration will reach out to your client to schedule a orientation with your Client.

Educate our client on what to expect: Provide “What is Next” Quick Reference Guide.

Defer to the experts at CPT Institute: You’re often his/her trusted “fix-it person”, we want to take on that role now. Always direct your client to direct their questions to us first to avoid teaching them a bad habit of engaging you.

Inform us of Changes: if your client moves or changes their plans, please let us know so we can plan appropriately with our client.