Trust Services in Florida & Nationwide
Comprehensive Trust Planning & Administration, Including Special Needs Trusts
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
What is 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.
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.
Our Services include:
- National Pooled Trust
- Individual Special Needs Trusts
- Family Pooled Fund
- Settlement Protection Trusts
Contact us today at (727) 291-8046 to learn more about our trust services and what we can do for you.