Who We Are
About Directed Benefits
Directed Benefits Foundation is a Florida-based non-profit organization comprised of industry professionals with decades of experience. Our team of seasoned professionals provides support and guidance to disabled individuals and their families who face adversity and financial challenges throughout the United States. We are fully equipped to tend to your trust-related needs, ranging from simple to highly complex cases. With the help of our experts, creating and administering your trust can be a straightforward process.
Whether you are an individual, a family, an attorney, or advisor, Directed Benefits Foundation is ready to alleviate the complexities of setting up and administering your trust. We can assist in determining which trust best suits your needs and offer personalized support to help meet your planning objects for the present and into the future.
What We Do & Who We Serve
Our Clients
& Services
We work with families and individuals to help them reach their planning goals at every stage of their lives. Using our unique model, we bring stability, calm and reason to the chaos surrounding large settlements. Our platform enables us to offer our trustee services impartially, focusing on attaining the trust's objectives. We provide comprehensive, personalized support to help you meet your planning objectives today and into the future.
As your consultant, we work for your client’s best interests. We are willing to take on the role of a conservator if it expedites the case settlement. We also do not default to a restrictive special needs trust or public benefits unless it is necessary. You will also receive due diligence associated with your plaintiff’s settlement to ensure it is compliant. We assist with assessing the suitability of the offer to the plaintiff, understanding how it impacts the client’s financial plan; and making sure that settlement offers are properly explained and documented to your client.
Even though we do not offer legal advice, we use various trust attorneys to draft client trusts. Additionally, we offer feedback on trust documents for various trust planning situations. Moreover, we refer business to attorneys with whom we have an active relationship.