Built on Trusted Relationships

Refer your settled clients to us. We handle trust administration, Medicare and Medicaid compliance, and fast distributions so you can close the file and move on.

• Seamless client handoff
• We prepare all documents
• Fast committee, weekly at a minimum, same-day when urgent
• You close, we administer

You structure the payment stream. We administer the trust that protects the rest, natural partners. We value the brokers who trust us with their clients, and offer referral arrangements to match.

• Referral arrangements
• Medicare Set-Aside handled
• Bilingual service
• Fastest committee in the industry

You manage the portfolio. We administer the trust. Two distinct roles, kept clean and separate, with a strict independence policy and no competing interest.

• You make all investment decisions
• We handle administration only
• No AUM-based fees from us
• We never compete with you

Healthcare providers, CPAs, real estate agents, contractors, and other professionals who serve injured individuals, apply to become a vetted partner.

• Referrals to funded clients
• No advertising fees
• Vetted, trusted ecosystem
• Apply in minutes