Holistic Beneficiary-Centered Support

Provides pooled trust administration services that enable individuals with disabilities to maintain eligibility for government benefits while managing personal funds through trust accounts of any size, including those under $40,000.

Provides beneficiaries of Pooled Special Needs Trusts with True Link VISA cards to access trust funds for approved expenses, ensuring compliant and monitored spending.

Administers Pooled Special Needs Trust accounts for individuals with disabilities, regardless of account size, to help them maintain government benefits while managing personal funds. This includes allowing for the designation of a remainder beneficiary and providing beneficiaries with a True Link VISA card for accessing approved trust funds.

Administers Pooled Special Needs Trust accounts for individuals with disabilities, enabling them to preserve government benefits while managing personal funds. Services include account management regardless of size (including accounts under $40,000) and offering a True Link VISA card for approved expenses.

Administers Pooled Special Needs Trust accounts for individuals with disabilities, enabling them to maintain eligibility for government benefits while managing personal funds. Services include account management regardless of size (including accounts under $40,000) and the designation of remainder beneficiaries.

Provides beneficiaries of Pooled Special Needs Trusts with a True Link VISA card to access trust funds for approved expenses, ensuring compliant and convenient use of funds.

Provides personalized care management and support services to aging adults and persons with disabilities, assisting clients with accessing essential resources like food and housing, and supporting them in health and financial decision-making. This includes designing and developing personalized care plans, coordinating and supervising care services, and offering options for wellness checks, caregiver oversight, public benefits enrollment, and household budgeting.

Provides personalized care management and support services to aging adults and persons with disabilities, assisting clients with accessing essential resources like food and housing, and supporting them in health and financial decision-making. This includes designing and developing personalized care plans, coordinating care services, and offering wellness checks and caregiver oversight.

Manages and oversees financial estates under court supervision in California and Colorado when individuals are no longer able to make financial decisions.

Offers Guardianship/Conservator of the Person services in California and Colorado, providing oversight of caregivers, medical providers, and financial responsibilities for aging individuals and those with special needs on a temporary or long-term basis. This also includes making healthcare decisions for incapacitated adults and managing financial estates under court supervision.

Provides Guardianship/Conservator of the Person services in California and Colorado, offering oversight of caregivers, medical providers, and financial responsibilities for individuals who are aging or have special needs, on a temporary or long-term basis. This includes protecting the personal interests of family members and making healthcare decisions for incapacitated adults or those with intellectual/developmental disabilities.

Provides Medical Power of Attorney and Healthcare Advocate services in California and Colorado, ensuring healthcare wishes are communicated during incapacitation, including end-of-life care, and making medical decisions for adult family members with intellectual or developmental disabilities who cannot make or appoint a healthcare advocate.

Acts as a Medical Power of Attorney or Healthcare Advocate in California and Colorado, ensuring healthcare wishes are communicated during incapacitation, including end-of-life care and funeral/burial assistance.

Ensures last wishes are carried out according to a Last Will and Testament as a Personal Estate Representative in California and Colorado.

Acts as a Personal Estate Representative in California and Colorado to ensure last wishes are carried out according to a Last Will and Testament.

Provided over $49,000 in pro bono services to trust beneficiaries and care clients in 2023.

Provided over $49,000 in pro bono services to trust beneficiaries and care clients in 2023.

Manages and administers Special Needs Trusts nationwide to ensure beneficiaries maintain eligibility for needs-based government benefits while enhancing their quality of life. This includes investing trust funds according to original trust documents and tailored investment policies, providing long-term financial support, and facilitating access to funds through True Link VISA cards and request-based disbursements.