How We Work With Attorneys

A personal injury attorney fights to win the settlement. But once the case settles, a new and very different job begins: protecting that money so it actually serves the client for years to come. That is administration, compliance, and long-term management, which is a different discipline from litigation.

That is where we come in. We take on the trust administration so the attorney does not have to become a trust company. The attorney remains the client's advocate and trusted advisor; we become the professional partner who protects and manages the settlement.

We designed our process so the handoff from a settled case to a protected trust is smooth for both the attorney and the client. Our team prepares all the documentation; clients and referring attorneys do not fill out stacks of forms. We coordinate the funding, handle Medicare and Medicaid compliance, and set up the ongoing administration.

For the attorney, this means a clean close to the file and confidence that the client they fought for is genuinely protected. For the client, it means a settlement that lasts.

Attorneys send clients to us because we move quickly, communicate clearly in English and Spanish, and treat their clients with the seriousness their situation deserves. Our distribution committee meets twice weekly, our administration is transparent, and our only loyalty is to the beneficiary. A referral to us reflects well on the attorney who made it.