Meeting Our Clients' Needs with Compassion Proudly Serving Persons with Disabilities for Over 30 Years

Refer a Case to FND Trust Services

Comprehensive Trust Services, Including Special Needs Trusts, in Florida & Nationwide

If you are an attorney, broker, or other professional representing the interests of a person with a disability or the beneficiary of a settlement, FND Trust Services can provide professional consulting and comprehensive trust services, including special needs trusts. With years of dedicated experience, our focus is on complete planning and trust administration that achieves your client’s goals for building a better, brighter future.

When you refer a case to FND Trust Services, we offer the support you need to put your client’s best interests first. We are happy to be the main point of contact for all trust-related questions and concerns, ensuring your client has a responsive and knowledgeable source of information.

We offer comprehensive trust services in Florida and across the country, including:

  • FND National Pooled Trust
  • Individual Special Needs Trusts
  • FND Family Pooled Fund
  • Settlement Protection Trusts

No matter where you or your client may be located, FND Trust Services can deliver trust administration and disability planning to meet your needs. As an elder law attorney, trial lawyer, or other professional, you can experience peace of mind knowing that your client’s trust needs are fully handled, so you can place a greater focus on your own services. We are passionate about delivering the highest quality trust administration with responsive, open communication, accountability and complete transparency.

To find out more about referring a case to FND Trust Services, contact us at (727) 291-8046.

What Sets FND Trust Services Apart?

  • 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.

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