How We Work With Financial Advisors

There is an important distinction between managing investments and administering a trust. A financial advisor decides how the settlement funds are invested to grow and last. A trust administrator holds the funds, processes distributions, handles compliance, and keeps the records. These are different jobs requiring different expertise.

We keep them cleanly separate. Our fee is for administration only; we earn nothing based on how your money is invested. That separation removes any conflict of interest and means our advice about your trust is never colored by an investment incentive.

The relationship between the trust and your financial advisor is one of communicative oversight on your behalf. We coordinate with the advisor so distributions and investment strategy work together, and so you have a clear picture across both. But we never compete with your advisor, and we never take a cut of their work.

This independence is deliberate. It means the advisor can focus on growing and preserving the settlement while we focus on protecting and administering it, with both of us answerable to you.