Family Trustees

Help family trustees more easily manage SNTs

Family trustees for Special Needs Trusts (SNTs), and the attorneys they work with, rely on the True Link Visa® Prepaid Card to help protect the benefits of their beneficiaries.

And did you know? The SSA1 provides guidelines in the Program Operations Manual System (POMS)2 for using the True Link Visa Card to make disbursements from SNTs, helping family trustees feel confident and comfortable using True Link.

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Introduce your clients to True Link
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Thousands benefit from the True Link Visa® Prepaid Card —
are you ready to help those you work with benefit too?

  • 01

    Share your Expert Code

    Save your expert code and share it with as many clients as you'd like.

  • 02

    Visit the Website

    Direct your clients to visit truelinkfinancial.com to get started.

  • 03

    Complete Sign Up

    Clients can enter your unique code in the "how you heard about us" field.

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Help families manage spending

Use the True Link Spending Monitor to help protect daily spending and help safeguard against fraud by customizing where the Visa card works and where it doesn't.

  • Send money directly from a trust to a Visa card
  • Set where beneficiaries can and can’t spend funds to help maintain benefits eligibility
  • Track purchases with automatic recordkeeping and reports to help stay prepared for audits
  • Access a support team that understands the unique responsibility family trustees have

Customer love for the True Link VISA Card

“The True Link Visa Card provided invaluable control and security as I managed my elderly parents’ finances from afar. I can’t thank you enough!”
Harry Caring for his elderly parents
“You guys were a lifesaver. I mean this from the bottom of my heart. When I found you I was at my wit’s end. It’s ALL about dignity and giving them a sense of freedom.”
Sandy G.
“I got the True Link Visa Card for my elderly mother and it’s been very useful. It allows me to block phone charities and scams which take advantage of her reduced capacity while keeping her phone open for our calls. It has more than paid for itself!”
Edward C. Caring for their elderly mother
“I can’t tell you what a relief it was to find True Link when Mom got involved with fraud. The Visa Card has been a lifesaver!”
Anonymous
All quotes refer to the True Link Visa Prepaid Card and the associated True Link Platform provided by True Link Financial, Inc. and not the investment advisory services provided by True Link Financial Advisors, LLC.

How it works

The True Link Visa® Card

1

Family Trustee orders a Visa card
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Set-up takes just a few minutes. The Visa card can be used everywhere Visa debit cards are accepted.

2

Protect benefits with spending rules
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Spending settings outline where a Visa card can and can’t be used to help beneficiaries spend in alignment with trust requirements and help protect their benefits eligibility.
image of what the True Link does

3

Fund from existing bank accounts, including Special Needs Trusts
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True Link makes it easy to connect an existing bank account and supports both recurring and one-time transfers.
preview of True Link handling existing bank accounts

4

Automated reporting
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The True Link platform provides transaction-level visibility into spending, built-in reports, and more.
automated reporting with True Link

Spending Management

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Interested in learning more about how our solutions could work for your clients?

Schedule a time with our dedicated team today.

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