Our Services

Trust Administration for the Catastrophically Injured

We specialize exclusively in trusts for injury victims and their families. Every service we offer is designed around one goal: protecting your settlement and your benefits for life.

Talk Through Your Options

Full Administration

Settlement Protection Trusts

A comprehensive trust administration service for personal injury settlements of all types. We serve as professional trustee, manage all distributions, coordinate with your financial advisor, and provide complete transparency through our client portal.

What's Included

Professional trustee services
Twice-weekly distribution committee — fastest in the industry
Financial advisor coordination
Real-time client portal access

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Benefits Protection

Special Needs Trusts

A Special Needs Trust allows a person with a disability to receive settlement funds without losing eligibility for SSI, Medicaid, and other government benefits. We administer first-party (d)(4)(A) trusts established with your own settlement proceeds.

What's Included

SSI and Medicaid eligibility preservation
Government benefit compliance monitoring
Qualified disability expense management
Annual beneficiary reporting

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Independent Oversight

Trust Protector Services

If you already have a trust administered by another company and something doesn't feel right — fees you don't understand, distributions denied without explanation, no transparency — we serve as your Trust Protector. We provide independent oversight to make sure your trustee is acting in your best interest, not theirs.

What's Included

Independent trustee oversight
Trustee conduct review and reporting
Distribution decision review
Right to remove and replace trustee
Client advocacy with no conflict of interest

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Most Common

Personal Injury Settlement Trusts

For individuals who have settled a personal injury claim — car accidents, truck accidents, Uber/Lyft, slip and fall, and more. We administer your trust, process distribution requests with same-day priority, and handle all compliance requirements under Florida Trust Code Chapter 736.

What's Included

Same-day priority distribution processing
HEMS-standard disbursement review
Annual trust accounting
Beneficiary advocacy

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Medicare Protection

Medicare Set-Aside Trusts

If you are on Medicare or will be within 30 months, a Medicare Set-Aside (MSA) may be required to protect your future Medicare eligibility. We administer MSA trusts and ensure full compliance with Medicare Secondary Payer law.

What's Included

MSA trust administration
Annual CMS reporting
Proper fund allocation tracking
Coordination with your settlement planner

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Family Protection

Wrongful Death Trusts

For families who have lost a loved one due to another's negligence. We provide compassionate, professional trust administration that honors your loss while protecting the settlement that supports your family's future.

What's Included