Beneficiary Resources

We take our responsibility to you very seriously. We also understand that life is unpredictable. Working with your trust administrator requires open and honest communication, patience, organization, and paperwork. It is our duty to ensure each transaction meets state and federal guidelines as well as your financial goals.

Browse the documents below to get started:

• Your First 90 Days (PDF)
• Monthly Budget (PDF)
• How Do I Ask For Money? (PDF)
• How Do I Make Payments? (PDF)
• Purchasing a House (PDF)
• Purchasing a Vehicle (PDF)
• Paying for Vacation (PDF)
• Online Shopping (PDF)
• Social Security and Medicaid (PDF)
• Industry Resources (PDF)