How Advocacy Trust Can Help You
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How Advocacy Trust Can Help You

Looking Out for Your Interest

Supervising all aspects of a trust, acting at all times as a fiduciary and in your best interests

Line of Defense

Offering a line of defense against undue influences from existing friends or family, outsider caregivers, and new friends who may suddenly appear once a trust is funded

Reasonableness Test

Abiding by the terms of the trust and reviewing each distribution against a standard of “reasonableness”

Quality Recordkeeping

Taking custody of cash, maintaining transactional records, preparing tax letters and returns, issuing account statements, and providing detailed accountings as required by a court or other representative authority

Unique Service Support

Determining if it is necessary to purchase a vehicle or house, identifying your specific needs, as well as coordinating the purchase, if needed

Thoughtful Trust Administration

Coordinating the payment of bills and expenses, and taking charge to follow through on implementing the services outlined in the terms of the trust or care plan

Cost Consciousness

Maintaining relationships with other service providers in an effort to contain costs, including public benefit agencies and medical cost containment companies

Coordinating Care Giving

Coordinating payroll for caregivers, if such services are not provided by a private agency or Medicaid

Professional Investment Oversight

Identifying independent investment management resources including monitoring and reviewing their performance and making changes that are in your best interest

Seeking the Highest Level of Care

Supporting the recommendations made to enable you to receive the highest level and quality of care
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