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Best-in-class investment advisory services specifically designed for trustees, conservators, guardians, and fiduciaries.

THE TRUE LINK SYSTEM

Our wealth management services are designed exclusively for people who rely on their assets to support ongoing needs and ensure a fulfilling life. We manage the funds to make them last and tailor the investment approach to each individual – no one-size-fits-all strategy here. Because of our expertise with this specific market, cash management is a core competency of True Link; we focus on meeting client needs while putting more money to work. And best of all, our team understands the relationships that professionals have with beneficiaries, family members, caregivers, and other service providers. With True Link Financial Advisors, we allow everyone to work in concert to maximize the beneficiary's quality of life.

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"True Link cares about my clients as much as I do."

ONLINE SYSTEM

We customize our online system for your organization’s specific roles and needs. With everything in one place, you can say goodbye to clunky accounting software. Simply log in online and access account information from any location with bank-level security. Adjustable user roles and permissions and a one-click disbursement approval process make it easy to record discretion. Beneficiaries can even submit disbursement requests online or via mobile phone, and they’re instantly uploaded. It’s an incredibly complex system – that feels effortless.

TRUSTS WE SUPPORT

Special Needs Trusts  |  Family Trusts  |  Discretionary Trusts  |  Testamentary Trusts  |  Revocable Trusts  |  Irrevocable Trusts  |  Spendthrift Trusts  |  More

DISBURSEMENTS

Our online disbursement system makes it simple to get beneficiaries what they need quickly, easily, and in compliance with the terms of the trust. Make one-time payments, automate bill pay, or set up recurring transfers for preauthorized expenses. Choose to make these disbursements via check, electronic transfer, or the True Link Card.

"I recommend you often to other fiduciaries. Your online platform makes everything easy."

REPORTING AND COMPLIANCE

True Link takes reporting and compliance seriously because any misstep could compromise a beneficiary’s well-being or eligibility for benefits. Our system ensures efficient and accurate recordkeeping, easy tax preparation, and compliance with the latest rules. It’s easy to demonstrate discretion for approved disbursements – something that the Social Security Administration requires of trustees. You can even track spending patterns through our online dashboard.

Check out our trust resources to get clear, reliable information.

ACCOUNT MANAGEMENT AND CLIENT SUPPORT

With True Link, you’ll have a dedicated financial advisor and account manager who will ensure you have access to best-in-class tools and strategies for trust administration. And our customer support team isn’t just here for you – they’re trained to provide compassionate care to the people you serve. 

Our call center can take the day-to-day questions off your plate, making it quicker and easier for your beneficiaries to get the information they need about balances, transactions, and funding requests. Click here to see what attorneys and other professionals have to say about True Link.

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