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CPT Institute: Protecting Government Benefits for the Injured and At Risk
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CPT Institute: Protecting Government Benefits for the Injured and At Risk
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Contact Us
  • About CPT
    • Why Choose CPT
    • Our Team
    • Non Profit
    • Educational Training
    • Testimonials
  • Solutions
    • First Party Special Needs Trust
    • Third-Party Special Needs Trust
    • Settlement Management Trust (SMT)
    • POOLED INCOME TRUST
(PIT)
    • Minor’s Settlement Trust (CA only)
    • Spend Down
  • Attorneys & Professionals
    • Resources Library
    • FAQ
  • Prospective Clients
    • Prospective Clients
    • Resource Library
    • FAQ
  • Our Clients
    • Disbursement Request Form
    • Disbursement Request General Information
    • Portal Access
    • New Clients Start Here
    • Resources Library
    • FAQ
  • Resources Library
    • Attorneys & Professionals
    • Clients
    • Prospective Clients
    • Blog
  • Pricing
  • Funding

New Clients

CPT_Purchase_of_a_House_Form

CPT_Change_of_Beneficiary_Advocate_&_Successor_Advocate_Form

CPT_Mileage_Log (1) (1)

CPT_Vehicle_Purchase_Form

CPT_Prepaid_Burial_Form (1)

National Office

CPT Institute

310 S. Twin Oaks Valley Rd. #107-174
San Marcos CA, 92078

Contact Us

Consultations & Training
Phone: (855) 278-7681
Email: join@cptcharity.org

Hours: M-F 6:00 AM - 4:00 PM PST

Trust Client & Advocate Help
Phone: (877) 695-6444
Fax Requests: (760) 903 - 2236
Email Requests: inbox@cptcharity.org
Hours: M-F 6:00 AM - 4:00 PM PST

Quick Links

  • The Special Needs Guide
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  • Resource Library - Prospective Clients
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  • CPT Portal

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501(C)(3) Non-Profit Charity
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