Our Clients
CPT Institute's Vision: Envisioning a society where the injured and at-risk can live independent lives with self-determination and dignity.
Welcome
We’re excited to work with you while we protect your government benefit eligibility. Having helped clients across the nation build and safeguard government benefit, we are ready to walk you through this process confidently. You will learn how to maximize your funds with the CPT Insitute team, how you use your trust, and stay updated.
I Signed Trust Docs, What's Next?
Now that trust documents have been signed, CPT Institute is ready to receive funds in your trust account. Once we receive funding, an account will be established for you, the Trust Beneficiary. The financial institution that we work with, Charles Schwab, takes roughly 3-10 business days to open an account once funding has been received.
Once the bank confirms your account has been opened, CPT Institute will send you a welcome email (or welcome letter). This email (or letter) will provide you with more information on what you can expect.
If you have not heard from CPT Institute since signing trust documents, it means that we are still waiting on funds. CPT Institute cannot move forward until funds have been received.
I’m a Client
Portal Access Form
Frequently Asked Questions
Pricing
Have you noticed that very few trustees and administrators publish their fees? It’s because they have hidden fees and information that will surprise you down the road. At CPT Institute, we stay transparent so you’re fully informed about our services and prices.
Funding
Instructions to fund your trust and Medicare set-aside account.