Loading…
LoadingLoading…
LoadingEffective Date: July 18, 2026 · Last Updated: July 18, 2026
These Terms of Service (“Terms”) govern your use of this website and the professional trust administration services provided by Plaintiffs Trust Services, doing business as “Plaintiffs Trust” (“we,” “us,” or “our”). By using this website or engaging our services, you agree to these Terms.
Plaintiffs Trust provides professional trust administration for personal injury settlement trusts, special needs trusts, Medicare Set-Aside arrangements, wrongful death trusts, minor's settlement trusts, trust protector services, and related structures under Florida law, including Florida Trust Code Chapter 736. We do not provide legal advice, investment advice, tax advice, or medical advice. Clients are advised to retain independent counsel and advisors for those matters.
Trust administration services may be provided by Plaintiffs Trust Services directly or by or through its parent, subsidiaries, affiliates, or successor entities (collectively, “Affiliates”). Where services are performed by an Affiliate, references in these Terms to Plaintiffs Trust include that Affiliate to the extent it performs the services. The specific entity serving as trustee, co-trustee, agent for trustee, or administrator of your trust will be identified in your Trust Services Agreement and trust instrument, which control in the event of any conflict with these Terms.
Our services are available to individuals who have received or are expecting a personal injury or other legal settlement, and to their legal representatives, guardians, and authorized professional contacts. An engagement begins only upon execution of a Trust Services Agreement and completion of identity verification, know-your-customer (KYC), anti-money-laundering (AML), and OFAC screening requirements. We reserve the right to decline or discontinue any engagement at our sole discretion, subject to applicable law and the terms of any executed agreement.
When serving as trustee, we owe fiduciary duties to each trust beneficiary. We will administer each trust in accordance with its terms, Florida Trust Code Chapter 736, and applicable federal law, including the duties to act in good faith and with reasonable care; to administer the trust solely in the interests of the beneficiaries; to act impartially among beneficiaries; to keep trust property separate from our own; to maintain adequate records; and to provide accountings as required by law and the trust instrument. Where we serve in a non-trustee capacity (for example, as administrator or trust protector), our duties are as defined in the applicable agreement and Florida law.
Our annual administration fee is calculated as a percentage of advisor-managed assets within the trust, as set out in your fee agreement. We do not charge administration fees on cash positions held in trust banking accounts. Total annual costs are subject to the maximum cost cap disclosed in your fee agreement.
We do not receive commissions, referral fees, revenue sharing, or asset-based compensation from any financial advisor, bank, or other third party in connection with your trust.
Distribution requests are reviewed under the trust's distribution standard, typically the HEMS standard (health, education, maintenance, and support), and the terms of your trust instrument. Routine requests within pre-approved categories are generally processed the same business day. Non-routine requests are reviewed by our distribution committee, which meets weekly at a minimum and convenes as often as needed, including same-day for urgent requests. Verification procedures, including callback verification for requests submitted by SMS or email, must be completed before disbursement. We will not process a distribution that would jeopardize Medicare, Medicaid, SSI, or other means-tested benefit eligibility, or that would violate the trust instrument or applicable law.
Clients must promptly notify us of changes to contact information, benefit eligibility status, legal representation, guardianship or capacity status, or other material circumstances. Clients must complete required verification documents, provide accurate and complete information, and maintain the accuracy of information on file. We are entitled to rely on information provided by you and your authorized representatives.
This section applies to clients with an active trust services engagement and their authorized representatives with portal access; it does not apply to general website visitors. By providing your phone number or email address in connection with your engagement, you consent to receive service-related communications from us, including distribution status updates, verification callbacks, security notices, and account communications, by phone, email, and SMS text message. Message and data rates may apply. Message frequency varies with account activity. You may opt out of SMS at any time by replying STOP (reply HELP for help); opting out of SMS may require us to use alternative verification methods, which may delay distribution processing. We do not send marketing text messages without separate express consent. Consent to receive text messages is not a condition of receiving our services.
The content on this website, including guides and educational articles in our Learn library, is provided for general informational purposes only. It is not legal, investment, tax, or medical advice, and is not a substitute for advice from a licensed professional about your specific situation. Using this website, reading its content, or submitting a contact, consultation, or referral form does not create a trustee, fiduciary, or attorney-client relationship. A trust or fiduciary relationship is formed only by executing a Trust Services Agreement or serving under a trust instrument.
Client portal access is provided to clients and their authorized representatives; separate portal access may be provided to employees, committee members, and professional partners subject to role-based permissions. You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. Notify us immediately of any suspected unauthorized access. You may not attempt to access accounts, records, or data that do not belong to you; probe, scan, or test the vulnerability of the site or portal; interfere with its operation; upload malicious code; or use automated tools to extract data. We may suspend portal access to protect the security of client information, without limiting our obligations under any Trust Services Agreement.
You consent to receive records, notices, disclosures, and accountings electronically, including through the client portal and email, to the extent permitted by law. You agree that electronic signatures, whether captured through our portal, a third-party e-signature service, or other lawful electronic means, have the same effect as handwritten signatures under the federal E-SIGN Act and the Florida Uniform Electronic Transaction Act. You may request paper copies of records, and may withdraw consent to electronic delivery, by contacting us; withdrawal may affect processing timelines.
This website and its content, including text, guides, graphics, design elements, and branding, are the property of Plaintiffs Trust or its Affiliates and licensors, and are protected by applicable intellectual property laws. You may view and share our public content for personal, non-commercial purposes with attribution. You may not reproduce, republish, or use our content for commercial purposes without our prior written permission.
This website and portal may reference or link to third-party websites and services, including banking, e-signature, scheduling, and status-monitoring services. We do not control and are not responsible for third-party sites, their content, or their privacy practices. Your use of third-party services is governed by their own terms.
Either party may terminate the service relationship upon sixty (60) days' written notice, subject to the Trust Services Agreement, the trust instrument, and Florida law, including any court approval requirements applicable to trustee resignation or removal. We will cooperate in good faith in the transfer of trust assets and records to a successor trustee or administrator. Fees accrued through the effective date of termination remain due.
To the fullest extent permitted by law, our aggregate liability for any claim arising out of these Terms or use of this website is limited to the fees paid to us in the twelve (12) months preceding the claim. We are not liable for market or investment losses, decisions of independent financial advisors, acts or omissions of third-party providers (including banks and e-signature services), or losses resulting from inaccurate or incomplete information provided by a client or representative. The website and portal are provided on an “as is” and “as available” basis without warranties of any kind, express or implied. Nothing in these Terms limits liability for our gross negligence, willful misconduct, or breach of fiduciary duty to the extent such liability cannot be limited under Florida law, and nothing in these Terms modifies the standards of Florida Trust Code Chapter 736 governing trustee liability or exculpation.
You agree to indemnify and hold harmless Plaintiffs Trust and its Affiliates, officers, employees, and agents from claims, losses, and expenses (including reasonable attorneys' fees) arising from your violation of these Terms, your misuse of the website or portal, or inaccurate information you provide. This section does not apply to claims arising from our own breach of duty.
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles. Any dispute not resolved informally will be submitted to binding arbitration in Miami-Dade County, Florida, administered by the American Arbitration Association under its applicable rules, except that either party may seek injunctive or equitable relief in a court of competent jurisdiction. To the extent permitted by law, disputes must be brought on an individual basis only, and not as a class, collective, or representative action.
We may assign these Terms and our service agreements to an Affiliate or to a successor in connection with a merger, acquisition, reorganization, corporate conversion, or sale of all or substantially all of our assets or business, subject to the trust instrument and applicable law governing trustee succession. These Terms bind and benefit the parties and their permitted successors and assigns. You may not assign your rights under these Terms without our written consent, except as provided in your trust instrument or by operation of law.
If any provision of these Terms is held unenforceable, the remaining provisions remain in full effect, and the unenforceable provision will be modified to the minimum extent necessary to make it enforceable. These Terms, together with your Trust Services Agreement, fee agreement, and trust instrument, constitute the entire agreement regarding their subject matter; in the event of conflict, the trust instrument and Trust Services Agreement control over these Terms. Our failure to enforce any provision is not a waiver of it.
We provide services and materials in English and Spanish. Where any translated version of these Terms conflicts with the English version, the English version controls. Si tiene preguntas sobre estos Términos en español, contáctenos y con gusto le asistiremos.
We may modify these Terms from time to time. The “Last Updated” date above reflects the most recent revision. Material changes will be communicated to active clients with at least thirty (30) days' notice. Continued use of our services or this website after the effective date of modified Terms constitutes acceptance.
Plaintiffs Trust Services · plaintiffstrust@gmail.com · Florida, United States