Contracted Beneficiary Advocate Services

In congruence with our person-first philosophy, we specialize in managing the well-being and advocating for the Beneficiary of a Special Needs Trust.

We evaluate the Beneficiary's overall well-being, and involvement in the community. We may recommend treatment, resources, and services that would benefit the Beneficiary and address unmet needs. We monitor health and access resources necessary to maintain a safe, healthy, and comfortable living situation.

We advise on the Beneficiary's needs and rights, including, but not limited to, Beneficiary's entitlement to public benefits. We oversee monies spent for the Beneficiary's needs. We may recommend what discretionary distributions should be made on behalf of the Beneficiary for needs public benefits do not cover. Our recommendations may include, for example, payment for supplemental medical and therapeutic care, education, habilitation and attendant care, residential arrangements, and daily support services whenever the need arises.

We Partner with
Golden State Pooled Trust
for Trust Administration

Limitations of Practice

  • We do not provide medical or legal advice or services.

  • Unless a person is incapacitated and we have authority as an agent with power of attorney, or we are their conservator, we do not make decisions or requests on behalf of individuals.

  • We do not act as a messenger or advocate on behalf of an individual, other than our client, with the goal of influencing or changing the mindset of a loved one, a clinician, or an associated professional.

  • We do not perform personal care, but we do put those care services in place on your behalf.

  • We engage with qualified financial advisors and licensed medical practitioners on your behalf.

  • We do not accept gifts or bequests.


Special Needs Trusts


We serve as Beneficiary Advocates as provided 
for in Trust Language. We refer Special Needs Trust
Administration to the Golden State Pooled Trust (GSPT).
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