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
