Our Clients

CPT Institute's Vision: Envisioning a society where the injured and at-risk can live independent lives with self-determination and dignity.


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’m a Client

Portal Access Form

Frequently Asked Questions


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.


Instructions to fund your trust and Medicare set-aside account.

Client FAQ

More FAQ's available here.

Resource Library

Disbursement Request General Information