Do I qualify?
Call for a fee quote, we do not turn anyone away, any size case accepted
ONE-TIME SETUP FEE
Range: $500 - $3,000
TRUSTEE & MONEY MANAGEMENT FEE
1% of assets under management, annually**
Structured settlement annuity payments are billed monthly
(If applicable. Range: $30 - $200 monthly maximum)
**All court supervised trusts are billed at an additional $125 per hour.
Access your balance, statements and activity online
cards to give you easy access to your money
We have served over 10,000 clients
We operate in all fifty states
Established in 1994
HOW WE HELP
Free phone consults,
to determine if a settlement will impact your client’s benefits
help with spend-downs
, we will help client document spent funds and notice state
state agency trust notifications
, we will do them for you
y in settlement
, trust set-up in 45 minutes, call now*
Structures & MSA’s welcome
annual administration fees for MSA’s
*Trust must be set-up in advance when funds are being structured.
Trust set-up on site anywhere in the U.S.
with a signed SSN card
Lowest cost possible
, we will beat or price match any provider
Android & iOS apps
provided, to submit requests from trust accounts
State reviewed Specific
for each state
Federal Statute 42 U.S.C. 1396p § (d)(4)(C) for our Pooled Trust Programs
Federal Statute 42 U.S.C. 1396p § (d)(4)(A) for Trustee Services we provide for Individual SNT's
Use a 501(C)(3) tax exempt non-profit charity as your Trustee
Please Note: There is an increased costs for Court Supervised cases when accountings and/or bond are required.
1 Civic Center Drive, Suite 310
San Marcos, CA 92069
Consults & Trust Setup
M - F: 9 AM - 5 PM EST/PST
Trust Client & Advocate Help
M-TH: 6 AM - 4 PM PST
6 AM - 12 PM PST
Do I qualify?