Assured. To Protect. To Plan.
Who We Are
Our team of professionals has over 25 years of experience in the fields of law, trusts, tax, accounting, and advocacy.
What We Do
No matter what your situation, we listen to the needs of our clients and provide information, advice and most importantly, support.
Those We Serve
Life can be challenging as we age. Plans that may have proven satisfactory in the past usually require a second look when we reach our late seventies, eighties, and nineties. Often it can be a challenge for family members to provide all the help needed. Assured Trust can help.
Special Needs Families
Assured Trust was born because planning for a special needs child can be emotionally challenging and financially demanding. Our team of trust professionals and caseworkers ensures your family is in good hands.
In the event of a personal injury award, the Assured Trust administration professionals make sure all the administrative duties your trust demands are handled with the utmost care. These include managing cash flows, paying expenses, overseeing the investments of your trust, and distributing trust assets at the appropriate time.