LET US SET UP AND MANAGE SPECIAL TRUSTS FOR YOUR CLIENTS
Does your client qualify for a special trust? We set up and administer Special Trusts for beneficiaries of the Road Accident Fund (RAF), medical malpractice and other personal injury claims.
While our expert asset managers see to performance of the investment, our highly skilled administration team attends to the day-to-day running of the trust. A member of our leadership team also acts as a trustee to provide professional oversight and safeguard the interests of the beneficiary.
SAFEGUARDING THE INTERESTS OF BENEFICIARIES
Not only do we work with attorney partners to set up special trusts, but we also meet with the families and beneficiaries prior to trial. We establish a budget, explain why the funds need to be placed in inflation-beating investments and how the trust will be administered.
Our services include:
Registering the trust | Setting up a bank account | Ensuring the trust deeds are drafted and signed prior to trial.
OUR TRACK RECORD IN ADMINISTERING SPECIAL TRUSTS
Custodian Fiduciary Trust Services, a division of Plexus Wealth, has administered special trusts for RAF, medical malpractice and other personal injury cases since 2001. This gives us a history of success and strong control measures, as well as a demonstrable track record of preserving income to meet the needs of beneficiaries.
We are passionate about working towards building a seamless and sustainable industry with our attorney partners, especially as capital payments into special trusts are preferable to giving the Department of Health / RAF responsibility for disbursements to claimants.
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