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Our Services Proudly Serving Persons with Disabilities for Over 30 Years

Trust Services for Special Needs in Clearwater

Comprehensive Planning & Administration of Trusts in Florida

FND Trust Services provides comprehensive, proven trust services for beneficiaries, their families, and their representatives. In Florida and throughout the U.S., FND Trust Services helps thousands of people through individual special needs trusts, settlement protection trusts, the Family Pooled Fund, and the FND National Pooled Trust.

Our team is passionate about delivering a solid support system, useful information, knowledgeable resources, and experienced advocacy.

We pride ourselves on helping:

  • Individuals
  • Families
  • Legal professionals

Understanding the Role of a Trust Advisor

A trust advisor is someone who helps set up and manage trust funds so the beneficiary gets the best benefits possible. Ultimately, a trust advisor helps the beneficiary navigate the tumultuous waters of asset management, trust maintenance, public benefits eligibility, and more.

To find out how we can assist you, please call (727) 291-8046. We serve beneficiaries, their representatives, and their families with the utmost professionalism and compassion.

Frequently Asked Questions about Trusts

How Can Trusts Benefit Individuals with Special Needs in Florida?

Trusts serve as vital financial tools for individuals with special needs in Florida, providing a mechanism to secure assets without jeopardizing eligibility for public benefits. Specifically, special needs trusts ensure that beneficiaries receive support in a structured way, allowing for supplemental care and essential services beyond what government programs offer. By establishing a trust, families can plan for the future with confidence, safeguarding the beneficiary's quality of life while maintaining necessary funding from public assistance sources.

Steps to Set Up a Trust with FND Trust Services

Setting up a trust with FND Trust Services is a streamlined process aimed at providing clients with peace of mind. First, you'll consult with our team to discuss your specific needs and objectives. We will then guide you through the necessary documentation, ensuring you understand each step. Once the trust is established, we will provide ongoing management and support, effectively maintaining the trust's integrity and compliance. Our goal is to provide a reliable and efficient process that focuses on your priorities and financial security.

What We Provide

For beneficiaries and their representatives, our trust services can help simplify the process and make sense of what many people find to be complex matters. We are dedicated to offering comprehensive trust planning and administration for individuals in Florida and across the U.S.

At FND Trust Services, you will receive:

  • Quick response – We typically handle requests for funds within 48 hours or the same day.
  • Service – A real person with real solutions is just a phone call away.
  • Transparency – We offer regular statements, and in-depth accounting whenever desired.
  • Stability – FND has been in existence for over 30 years, and we will stay involved after litigation or planning in order to offer ongoing support and guidance.
  • Accountability – As recipients of Federal grants, FND is required to have annual independent audits to ensure compliance and accountability.
  • Independent financial management – We keep a healthy separation of trust administration and financial management by hiring independent advisors, custodians, and managers.
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Our Clients Are Our First Priority

Read Their Stories
    "Exceptional, kind, comforting and reassuring!"
    Amazing people with nothing but professionalism and humanism.
    J.D.
    "The associate that I deal with is always on top of things, which makes life so much easier."
    I’d definitely recommend FND to family and friends. You guys are awesome. Thank you FND.
    F.F.
    "FND has always been there for us, and we have always been able to count on them."
    I can’t thank her enough for her kindness, her genuineness, her promptness and professionalism.
    P.A.
    "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.
    "A wealth of information!"
    A wealth of information!
    Dee
    "FND has been there for us during some of the best and most challenging times of our disability journey."
    I couldn’t be happier with the relationships we have at FND!
    L.M.
    "I am so lucky that during one of the hardest times for my family and I they have made things the least stressful as possible to make sure my son has all his needs met."
    My family and I have been working with FND for almost 3 years now and the experience has been nothing but amazing.
    M.O.
    "They are always there when we call or email and have such quick responses to our requests."
    I know they have our child's best interest at heart and we couldn't be more pleased with having someone we know we can trust guiding us along.
    T.R.

Contact FND Trust Services Today!

Schedule Your Free Consultation

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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.