For over 25 years, we served over 10,000 clients across 48 states as one of the lowest cost national non-profit trustee.

Why Choose CPT

As a 501(c)(3) nonprofit trustee, CPT Institute is dedicated to preserving government benefit eligibility for the injured and at-risk. Our primary mission is to educate the public and legal community by offering no-cost consultations and training. We are the nation's leading low-cost provider of Pooled Special Needs Trusts, Settlement Management Trusts, and Minor Trusts.
At CPT Institute, we understand how overwhelming it can be to plan for the future, especially when facing injury or uncertainty. That's why we offer the education and services needed to help you feel confident and reassured when creating your trust. We take the stress and burden off your shoulders so you can focus on living your best life.
To receive no-cost education, resources, and training updates, please join our newsletter. For content recommendations, send an email to learn@cptcharity.org.

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Who We Serve

CPT Institute has helped thousands of people to preserve & protect their current and future eligibility for government benefits like Medicaid and/or Supplemental Security Income (SSI) and Inhome Support Services (IHSS).

We serve those living with injury or disability that can no longer earn a living. We also help create trusts to protect government benefits and provide protection from misappropriation of funds.

NON-PROFIT

Who We Serve

We take pride in maintaining our core values and providing some of the lowest cost trust options and no-cost education services to help ANYONE protect those at risk. Here are just a few reasons why people choose to work with us:

  • Integrity. We take pride in protecting people with honesty and cost transparency. We hold our team to the highest standards of excellence to provide the best service to the legal community and clients.
  • Empowerment. “Knowledge is power” when advocating for the injured. Our top priority is educating the legal community and the public on how to protect as many people as possible. Our assets are our employees who are trained to bring support to the injured and at-risk every day.
  • Commitment. Our team is committed to serving others, to improve their lives by building compassionate relationship and always finding them the best solutions.

Core Values

We take pride in upholding our core values while offering some of the lowest-cost trust options and no-cost education services to help anyone protect those at risk. Here are just a few reasons why people choose to work with us:

Helping Others

We deeply believe in the transformative power of helping others. This principle is the cornerstone of our ethos, driving every action and decision to foster an exceptionally supportive and compassionate environment. Our actions are guided by a genuine and heartfelt concern for the well-being of others. We approach every interaction with utmost kindness and a sincere desire to alleviate any difficulties. We take immense pride in providing unparalleled, personalized support to each of our clients, ensuring that everyone receives undivided, one-on-one guidance tailored precisely to their unique needs.

Integrity

We uphold the highest standards of integrity, ensuring our actions are always marked by honesty and transparency. We approach every interaction with deep respect, valuing the unique worth and dignity of every individual. Our decisions are anchored in a robust ethical framework that guides us with clarity and purpose. We thoughtfully weigh the impact of our actions on others, striving to make choices that truly reflect our steadfast commitment to integrity and respect.

Empowerment

Driven by a hunger for growth and a relentless pursuit of knowledge, we believe in the limitless potential of every individual. We foster a growth mindset, encouraging continuous improvement and personal development. Lifelong learning is at the heart of our culture, fueling curiosity and innovation. By providing opportunities for growth, we ensure everyone has the resources to succeed. We empower our team to think creatively, push boundaries, and drive progress, staying at the forefront of our industry. Together, we nurture ambition and empower each person to reach their full potential.

Adaptability

Adaptability is at the core of our success, fueled by an unwavering curiosity and remarkable resilience. In a rapidly changing world, we thrive by embracing challenges and transforming them into opportunities. We remain agile and open to change, driving our growth and evolution. Our resilience empowers us to navigate uncertainties with confidence. We face setbacks with determination, learning from each experience and emerging stronger. This tenacity ensures that we can adapt to any situation and overcome obstacles.

What are CPT Institute’s Commitments?

  • People First: our no-cost consultations & education are a key part of our tax-exemption as a 501( C)(3) charity.
  • Flexible Funding Strategies: no minimum funding amount, flat monthly costs.
  • Instant Trust Set-Up: if scheduled at least 24 hours in advance, trust can be established in 1 business day.
  • Competitive Flat-Rate Pricing: designed to keep costs low to help you make the most of your funds.
  • Open Communication: online access to account, mobile app, regular statements, and email/text status notifications.
  • Immediate Access: Truelink reloadable VISA Cards provide client with the autonomy they desire.
  • Experienced Trustee: we have served over 10,000 clients since 1994 and operate 48/50 states (excluding NM & CT).
  • No-Cost Training and Resources: Aligned with our tax-exemption, free training and resources available on various topics to protect those at risk and no longer able to earn a living.
  • Partnerships with Industry Leaders: we work well with everyone including MSA administrators.