Attorneys & Professionals
Case Referral/Training
Our no-cost consultations outline potential solutions for protecting your client. As a part of tax-exemption as a 501(c)(3), we pride ourselves on providing unbiased solutions that are in the client’s best interest.
Identify Client Needs
We’ve designed short questionnaires with 2-3 questions to help you identify potential solutions based on your case dynamics. After the quiz, we will provide resources to learn more about the proposed solution(s) and book a no-cost consultation.
Design a Plan for a Client
This page is designed to give you an overview of the entire process required to establish a trust. If scheduled at least 24 hours in advance, this process can be completed within a business day. Please request this immediately if needed.
Court Support
This page is designed to give you assistance on the entire process of how we support our clients in court.
Allowable distributions
These are commonly allowed items from a trust account. This can be helpful for illustrating what the trust can be used for.
SOCIAL SECURITY POLICY MANUAL
Eager to learn more about the Social Security Policy Manual (SSA POMS)? Visit the POMS page for valuable information.
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