Shielding the Financial Future of Individuals with Disabilities

Why Guardian Trust?

Guardian Trust is proud to celebrate fifteen years of service to our Beneficiaries and their families! Our team continues to grow as the needs of our Beneficiaries grow, but our personal touch and client-centered focus remains.

It is our firm belief that our professional knowledge and ability to communicate effectively are the foundation to our success. Our Co-Trustees Travis D. Finchum and Kole J. Long are experienced, practicing attorneys with combined expertise of over 25 years serving the elderly and those with special needs. Additionally, Mr. Finchum is Board Certified in Elder Law.

Our team of Administrators take great pride in the high quality of service they provide to our Beneficiaries, their families, and their professionals. Distribution requests are processed expeditiously and a payment acknowledgement is always provided. Our Beneficiaries receive quarterly statements and up-to-date accountings upon request.  Unlimited distributions, bill payment, phone calls, accountings, and postage are all included in our annual fee unlike many other companies.  We take a very individualized approach to administering our Trusts.

Now that you know a little bit about our team, we would like to share with you information as to why Guardian Trust is a Leader in the Special Needs Trust arena:

- We do not have any minimum deposits or minimum annual fees for any of our Trusts.

- Our Beneficiaries get to know us, and we get to know them. You will always hear a familiar voice when you contact our office. You will speak with a team member during our business hours (Monday-Friday 8:30am - 5:00pm EST).

- Our turnaround time for a distribution request is unmatched - we strive to process a request within two to three business days of receipt in our office.

- We have a full-time bilingual team member (English and Spanish).

- Our response time for an accounting request is immediate and there is never any charge.

- Our Co-Trustees are practicing elder law attorneys who truly understand and appreciate the preservation of public benefits for our Beneficiaries with special needs.

- In order to provide peace of mind to our Beneficiaries, we house our liquid funds at FDIC insured financial institutions.  We also have insurances which provide coverages under an Errors and Omissions policy and a Fidelity (Crime) policy. We will provide a copy of these insurances upon request.

- We utilize an independent CPA auditing firm to conduct an audit of all of our procedures and accountings.

We are confident that you will be happy with our service - give us a call today!

Toll Free: 1-800-669-2499 

Office: 727-210-1185

 

Current SNT fee schedules:

Pooled (d)(4)(C) Trust fee schedule

Individual (d)(4)(A) Trust fee schedule

Pooled Third-Party SNT fee schedule

Individual Third-Party SNT fee schedule

Click here for our general trustee fees (non SNT)

 

Click here to read a few testimonials about our services