We are proud to offer services to people with special needs, their families, and professional partners.

We offer

True link card

A unique, reloadable prepaid Visa® card that works where, when, and how you need it to, built for:

  • Guardians, fiduciaries, and trustees
  • Special needs trust administrators
  • Trust and elder law attorneys
  • Families of adults with disabilities
  • Families of special needs trust beneficiaries
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Trust solutions

A suite of services custom-built to streamline pooled and individual SNT administration and investment management:

  • Reduce the administrative burden associated with SNT disbursements
  • Maximize beneficiary independence
  • Create customizable reports
  • Enjoy 1:1 financial advising and multiple investing options for beneficiaries
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