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CPT Institute is Available Nationwide

Our Purpose: We protect the seriously injured & at risk. Free case consultations for the legal community to settle cases without jeopardizing government benefit eligibility. We are a national tax-exempt non-profit trustee.


Involving the client. Understand how the trust operates and create a plan of action to achieve it. Spanish Translator is available.

Why Choose CPT

  • People First: our no-cost consultations are always unbiased as a part of our tax-exemption as a 501(c)(3) charity.
  • Flexible Funding Strategies: no minimum funding amount and Structured Settlements welcomed.
  • Instant Trust Set-Up: if scheduled at least 24 hours in advance, trust can be established within 1 business day.
  • Competitive Flat-Rate Pricing: with price matching designed to keep costs low to preserve client’s funds, and eliminate any conflicts of interest.
  • Open Communication: online access to account, mobile app, regular statements, and email/text status notifications.
  • Immediate Access: secured VISA cards provide clients with the autonomy they desire.
  • Experienced Trustee: we have served over 10,000 clients since 1994 and operate in 48/50 states (excluding CT & NM).
  • Free Training and Resources: Aligned with our tax-exemption, free training and resources is available on various topics related to the community of those living with disabilities.
  • Partnerships with Industry Leaders: we work well with everyone including MSA administrators.
CPT Open States-min

CPT Institute - West Coast

CPT Institute - West Coast
​310 S. Twin Oaks Valley Road #107-174
San Marcos, CA 92078-4387
M - F: 9 AM - 5 PM EST/PST​​

If you have a question, a comment, or simply want to have a conversation and explore how we can help, we’d love to hear from you.