NWP-TMlogo1.jpg
NWP4.png
NWP-TMlogo1.jpg
NWP4.png

Special Needs Trust Management

$225.00 every month

Northwest Payee offers Special Needs Trust services to ensure the secure management of assets on behalf of our clients. Our experienced team is dedicated to maintaining the utmost confidentiality and integrity in all trust matters, providing peace of mind to those who entrust us with their financial affairs.

With our commitment to transparency and diligent oversight, clients can rest assured that their assets are administered with the highest level of care and expertise. Trust Northwest Payee to safeguard their special needs financial future.

Secure online access to reports and information for authorized users through the Northwest Payee Accounting Portal.

Monthly service for a flat service fee.

Northwest Payee offers Special Needs Trust services to ensure the secure management of assets on behalf of our clients. Our experienced team is dedicated to maintaining the utmost confidentiality and integrity in all trust matters, providing peace of mind to those who entrust us with their financial affairs.

With our commitment to transparency and diligent oversight, clients can rest assured that their assets are administered with the highest level of care and expertise. Trust Northwest Payee to safeguard their special needs financial future.

Secure online access to reports and information for authorized users through the Northwest Payee Accounting Portal.

Monthly service for a flat service fee.

Special Needs Trust Accounting involves dispersing funds set aside for individuals with disabilities in a way that ensures their long-term financial well-being. This specialized form of trust requires careful budgeting and attention to detail to meet the unique needs of the beneficiary, including medical care, education, housing, and other essential expenses. The Trust Payee plays a crucial role in managing the trust accounting, and disbursing funds appropriately while adhering to legal and regulatory requirements. Effectively navigating Trust Accounting requires a combination of accounting expertise, empathy, and a deep understanding of the beneficiary's specific circumstances to safeguard their quality of life and future stability.

Secure online access to financial reports and data through the Northwest Payee Accounting Portal.

Northwest Payee provides Special Needs Trust accounting for a flat monthly subscription fee.

A legal trust document is required. If you already have a trust document, we will ask you to provide that document. If you need assistance getting a Special Needs Trust document, NWP can assist with connecting you to a qualified legal professional.

Northwest Payee provides affordable budgeting, bill pay and reporting for Special Needs Trust funds and provides secure online access to key stakeholders to audit transactions and run reports.

You Might Also Like