Attorneys & Professionals Resource Library

Quick Reference Guides

Government Benefits

Understanding Medicaid vs Medicare

Decision Matrix

Able Accounts

Allowable Distributions

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Order requirements

  • Approval of settlement
  • Authority to move funds to CPT (i.e., See Funding Instructions here)
  • Authorized grantor/party sign trust documents (must be the client, parent, grandparent, guardian, or the court):
  • “The court hereby authorizes [Authorized Party To Sign] as the grantor and [Relation to the client] to execute and establish a [Name of Trust] FBO of [Client’s Legal Name].”

Submit the following documents to the court:

  • Amended Declaration (attached to this email, please edit with case information and return for us to execute)
  • Executed Master Trust with unsigned Joinder (attached to this email) (Should we advise an unsigned document should be attached?)
  • To ensure all is completed, please allow us to review your petition before submission to the court.
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Virtual Court Support

Please register with either of our directors from our organization to attend and support you during your hearing.

A hearing prep email will be sent separately you to better prepare. Kindly provide a copy of the documents that were submitted to the court.

If you need additional probate support, notify us, and we can engage counsel if necessary.

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Send CPT Institute Required documents after court approval

  • All settlement documents
  • A copy of the Client’s signed Social Security Card (some exceptions apply)
  • If a Structured Settlement is involved:
    • Final Structured Settlement/Annuity Quote
    • Finalized Annuity Contract (acquired from the settlement consultant/broker directly post-settlement)
  • If a Medicare Set-Aside is involved:
    • Final Structured Settlement/Annuity Quote
    • Finalized Annuity Contract (acquired from the settlement consultant/broker directly post-settlement)
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Signing with client

Schedule a time on my personal calendar with your Client to review the trust documents with the Client to set appropriate expectations for a successful transition.

In order to ensure the meeting is a success, please complete everything below prior to the appointment.

  • Ensure a copy of the Client’s signed Social Security Card is on file.
  • Full legal names and contact information for potential remainder beneficiaries of trust funds should be known before the meeting.
  • Please have the client watch our 6-minute signing video (available in English and Spanish).
  • A witness over 18 (or a notary) is required to complete the signing.
  • Executed electronic copies accepted upon completion.
  • Spending plan sheet
  • Link to funding instructions.
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Funding Reminder

Funding Instructions: Please ensure the titling instructions include your Client’s legal name as it appears on their Social Security Card.

Funding Instructions

*Immediate signing and funding require individual funding instructions–please inform your assigned CPT Representative if this applies.

Once we receive the check it takes about 2-3 business days to clear, and we will contact and notify all parties. Please visit our “What’s Next” webpage to ensure a smooth transition.

Frequently Asked Questions

FAQ’S

Have questions? We have answers in our FAQs.

Case Scenarios QR Guide

Find out more about different case scenarios and frequently used terms.

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