1. Intake & Trust Review
We review trust documents, court orders, and financial statements to understand trust terms and beneficiary needs.
2. Beneficiary & Stakeholder Coordination
We coordinate with families, care managers, attorneys, and institutions to identify needs and risks.
3. Administration & Distributions
Each distribution is evaluated for benefit impact, trust purpose, and fiduciary alignment — with written documentation.
4. Reporting & Accountings
We prepare detailed statements, annual accountings, and narrative summaries for banks, attorneys, and courts.
Compliance & Documentation Standards
- Benefit‑aware administration grounded in Medicaid & SSI rules
- Tax‑integrated documentation informed by EA‑level expertise
- Fiduciary‑aligned processes supported by CLU, ChFC, and AFC training
- Special‑needs‑focused decision‑making guided by ChSNC standards
- Court‑ready records with clear narratives and supporting documentation