Clients
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Family and Individuals

As your advocate, we partner with you to assist in carrying out your planning goals for every stage of your life. With our unique model, we remove any fear of losing control of your trust assets, while bringing calm and reason to the chaotic nature surrounding any large settlement. Our platform allows us to offer our fiduciary services in an impartial manner, with a focus on meeting the objectives outlined within your trust agreement. Specifically, our services include:
  • Dedicated relationship managers
  • Collaborative, needs-based financial planning
  • Advice surrounding complex family situations and challenging financial transactions
  • Decisions on private insurance versus public benefits
  • Guidance on trust terms and conditions (trust protector role)
Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.
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"Advocacy Trust worked hard to secure our son’s future, keeping up with all the legal and regulatory requirements, while also maintaining a great working relationship with our family to make sure our son receives all he deserves."

– ADVOCACY TRUST CLIENT
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Attorneys

As your advocate, we have your client’s best interest at heart. We are prepared to operate as a conservator, if it helps in expediting the settlement of the case. In addition, we do not default to a restrictive special needs trust and public benefits unless it is warranted. We also provide you a level of due diligence associated with your plaintiff’s settlement to make sure it is “Grillo compliant”. Through our affiliated resources, we assist in:
  • Assessing the appropriateness of the offer to the plaintiff
  • Understanding its impact on the client’s financial plan; and
  • Ensuring settlement offers are appropriately explained to your client and documented.
Although we do not offer legal advice, we leverage various trust attorneys in drafting client trust documents. We also offer feedback on trust documents for a variety of trust planning situations. In addition, we regularly refer business to attorneys where we have an active relationship.
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CPAs and CFPs

As your advocate, we offer your clients access to trust professionals who provide an unmatched level of trust service in an efficient and professional manner. We avoid conflict with your respective services, as we do not seek to interfere with your client relationship and your existing support model. Instead, our independent role as a managed trust solution creates a complementary support relationship for your client, as well as an expanded level of account retention and customer loyalty for you.
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"My daughter’s trust agent goes above and beyond and is always there when we need her. With the level of support we receive from Advocacy Trust, the relationship does not feel like business—it is more like family."

– ADVOCACY TRUST CLIENT
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Advisors

As your advocate, we do not offer investment management services, so there is no conflict with the support provided by our trust experts. As such, we view asset management and trust administration to be separate functions. Because we are focused solely on providing excellent trust services, we work with outside investment advisors who are focused on providing premier investment management advice to our underlying client. In addition, our independent role as a managed trust solution creates a complementary support relationship for your client, as well as an expanded level of account retention and customer loyalty for you.
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