Lawyers and Planners

Help your clients maintain their government benefits, protect their money, manage their spending, and/or transfer their wealth.

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WHY SECURED FUTURES?

Whether you are structuring a settlement or estate planning for the next generation, we make it simple and convenient to establish a Pooled Trust. We work with you to determine the best Trust option for your clients’ unique needs and circumstances. Once the Pooled Trust has been funded, our dedicated team will educate beneficiaries and their families about their new Trust and make sure they know how to access and utilize their funds.

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WE’VE GOT YOU COVERED

From the moment your clients open an account with us, they will join our extended family. It is at this moment their best interest becomes our priority. We work directly with them to set up, manage, and distribute funds held within their trust. Your clients will have assistance every step of the way.

  • Competitive fees

  • Responsive customer service

  • Flexible disbursement options

  • Long-term growth potential

  • Protection from irresponsible spending, while still providing funds for life’s necessities

TOP QUESTIONS
FROM ATTORNEYS AND PLANNERS

Yes, we can service clients located throughout the US – excluding Connecticut.

We can accommodate accounts of all sizes.

Trust Setup Fee: One-time $500

Administration Fee: $125 per account, per month (waived if FMV under $25k, or over $1M)

Fiduciary Fee: 1.75% annually on FMV of account (Includes RIA, Management & Custody)

Termination Fee: The higher of $300 or 5% FMV (Assessed on death of beneficiary only)

Minimum Threshold: No minimum – will accept any size account.

*For fiduciary fee breakdown, please see fee schedule. 

Once the trust account is established, we become your client’s main point of contact regarding all things trust including – trust education, disbursement request, and more.

Beneficiaries can request to transfer to another pooled trust by contacting Beneficiary Services by phone or through our website here.

Funds held within a trust are invested conservatively to mitigate risk exposure and preserve capital. All interest and gains become part of the trust’s assets.

READY TO REFER YOUR CLIENT?

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