FND Trust Services provides comprehensive and transparent special needs trust services. Our team has the experience and resources to guide and assist you with services that include:
We are committed to delivering the highest-quality service by focusing on clear communication, full transparency, and personal service. When you work with us, you’ll have the funds you need, when you need them.
FND Trust Services understands the needs of beneficiaries, and we value their independence and self-determination. We will always be there for our beneficiaries and their families to provide information and guidance. Find out more about how we can help.
We give beneficiaries a single, reliable point of contact and ensure they have access to the funds they need, when they need them, with as little difficulty as possible. Working with individuals and/or their attorneys, we can help plan, establish, and maintain a trust best suited to its intended purpose.
Our comprehensive trustee services include:
Coordination of money management and custodial functions. We are the single point of contact for beneficiaries and their representatives.
Fast service. Our staff is only a phone call away, and they are dedicated to providing the quickest service possible.
Transparency. Beneficiaries and representatives have 24/7, online view-only access to review their trust information. And we provide monthly statements and detailed accounting as frequently as desired.
The FND Trust team is here to be your one point of contact for navigating and understanding the law that guides special needs trusts.
Our CEO, Richard La Belle — a parent of children with disabilities — practiced law for nearly 20 years prior to becoming CEO of FND Trust Services. His practice focused on the area of disability law, including special needs trusts.
Laura Mattson, our trust and operations director, leads a team dedicated to efficiency, compassion, and transparency in all trust planning and administration.
Like Richard and Laura, the team at FND Trust Services is committed to answering the questions and concerns that beneficiaries, their families, and their representatives may have.
rvices. Beneficiaries and those who work with them benefit from this added level of accountability.
FND Trust Services is dedicated to helping persons with disabilities, their families, and those that work with them.
Because clients are our first priority, FND Trust Services measures its value by the results we deliver to them.
Our parent company, Family Network on Disabilities, has proudly served persons with disabilities for over 35 years. We apply that same passion to our work and look forward to serving your trust needs.
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Give us a call at (727) 523-1130 or (800) 825-5736 or request a callback by clicking below.