Individual Trust FAQs Proudly Serving Persons with Disabilities for Over 30 Years

Individual Trust FAQs

Are there any hidden fees that will be charged to my account?

No, never. We disclose all of our fees up front. We work hard to keep our fees as low as possible.

Can Family Network on Disabilities draw up a trust for me?

We do not draft Individual Special Needs Trust but would be happy to review any trust documents your attorney drafts at no additional charge to your account.

Can I have pre-need funeral arrangements paid for out of my trust?

Yes, we encourage you to do this if you haven’t already done so.

How are funds in the trust invested?

We hire professional asset managers to get the best return possible for the money placed in the trust, while making sure that the funds are invested as safely as is prudent. The approach has always served us well. We will be happy to provide more information about how the funds are invested, if you would like.

How can I check my account?

You can call us directly and speak to a live person at any time during business hours and get your balance and information about your account.

How do I get money out of the trust?

We try to make the process of requesting money as easy as possible. We have a one page form that we ask you to fill out, sign, and send in to us for each request.Please make sure to send in any backup documentation relating to the request. If you want someone to be reimbursed for something that they’ve purchased on your behalf, please include receipts. If the request will be the same every week or month, you can send in a single request with a copy of the bill and ask that we continue to pay it until you request otherwise. If you have any questions about how to fill out these forms, our staff will be happy to walk you through the form line by line.

How do I make deposits into my trust account?

You can send a check, cashier’s check or money order to us at FND Trust Services, 311 S. Missouri Ave, Clearwater, FL 33756, Attn: Trust Department. For regular payments, like those for annuities or other regular monthly payments, we can arrange to have them direct deposited into your account.

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    A wealth of information!
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    "At Family Network the client comes first, which is why I am proud to be a part of an organization that puts my child needs first in every way that's important to me."
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    "It has made our situation less stressful under the circumstances."
    They take care of everything, leaving us more time to take care of my Mother who resides in a nursing home.
    B.M.

Contact FND Trust Services Today!

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Why FND Trust Services?

Florida Trust Services You Can Count On
  • Quick Response
    Our goal is to make sure that our beneficiaries have access to funds that they need, when they need them, with as little difficulty as possible.
  • Service
    We provide a “no mess, no fuss” solution to special needs trust administration for our beneficiaries and the professionals who serve them.
  • Transparency
    We offer beneficiaries and their representatives instant access to balance and account information. We also provide monthly statements and annual accounting.
  • Stability
    FND has been in existence for over 30 years. We have many programs including Federal and State grants for persons with disabilities, their families, and those who serve them.
  • Accountability
    Since we are fortunate to receive a number of Federal and State grants, we are required to have annual independent audits of all our programs and operations.
  • Independent Financial Management
    We retain independent financial advisors, money managers, and custodians, who all serve at the discretion of the Trustee in an arm’s-length relationship.