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Our CPT Client Portal Access

Laguna Honda Mass Leads Phone: 855-278-7681Email: join@cptcharity.org Why Choose CPT 1. Expertise in Special Needs Trust CPT Institute specializes exclusively in the administration of special needs trusts, ensuring beneficiaries maintain eligibility for vital public assistance programs like SSI and Medicaid. 2. Non-Profit Status As a mission-driven non-profit, CPT Institute serves the best interests of clients—not…

Contact Us Submit a Case(opens in new tab)Client Account Questions(opens in new tab) Schedule Now(opens in new tab) We’re Here For you Our dedicated and knowledgeable team at CPT Institute is here to support you with personalized assistance. Whether you need guidance or have questions, we’re committed to helping you achieve the best outcomes. Hours:…

Our Clients Resource Library Disbursement Requests Guides Disbursement Requests GuidesExpandDRF Explainer – A guide to help you fill out the PDF version of the Disbursement Request Form above, including the Receipt Tracking Log DRF Spanish – PDF del Formulario de Solicitud de Desembolso. Utilice este formulario para solicitar el retiro de fondos de su fideicomiso.…

Frequently Asked Questions To view this resource in a different language – Please watch this helpful video. GENERAL INFORMATION: Who is my CPT Representative/Trust Administrator? CollapseAfter Signing your Documents, our Case Manager will introduce you to your CPT Representative/Trust Administrator. If you do forget who your CPT Representative/Trust Administrator is you can email help@cptcharity.org and our team…

SPECIAL NEEDS TRUSTSUCCESSOR TRUST Pricing Trust Set-Up ADMINISTRATION TAX PREP FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL SUCCESSOR TRUSTEE FEE The Successor Trustee Fee applies to existing, already created and funded Special Needs Trusts that select CPT Institute as the new trustee. Completed Successor Trustee $500 One-Time Set Up Fee A $500 setup fee…

Successor of an Individual – First Party Special Needs Trust (d)(4)(a) Trust Set-Up ADMINISTRATION TAX PREP FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set-Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will…

First Party Pooled Special Needs Trust Pricing Trust Set-Up ADMINISTRATION TAX PREP FEES COURT SUPERVISED FEES AUM MONEY MANAGEMENT SERVICE ADD ON ADDITIONAL Trust Set-Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be…

Laguna Honda Mass Leads FEES TRUSTEE SET UP FEE The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given a direct extension and a calendar link to book time with them as needed. Important Information:…

Pooled Income Trust Pricing TRUST SETUP ADMINISTRATION SURCHARGE FEE TAX PREP FEES SERVICE ADD ON ADDITIONAL Trust Set Up Fee The trust set-up fee covers the cost of establishing the trust. In addition, we provide a designated CPT Institute representative to assist you throughout the process. You will be given a direct extension and a…