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 twice-weekly committee
• 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