Account Administration Advisors

Handling Complex Settlement Trusts

Being involved in personal injury, wrongful death or other litigation will change your life forever. It can be extremely difficult to deal with the emotional and financial aftermath of these types of incidents. Obtaining a financial recovery can help, but it will never make things whole. At NDC Advisors, we understand; this is why we work hard to make sure that a client’s recovery puts in motion a better tomorrow.

To learn more about our account administration services, please contact us today at (888) 676-2055.

Putting the Pieces Back Together

A litigation recovery is the first step in what can be a complex series of events. Frequently, many client needs have been put on hold during the litigation process. Once clients reach the end of the litigation process, a new set of concerns must be addressed. This can include housing, transportation, medical equipment, caregivers, education assistance, debt repayment and recreational travel.

Also, with a recovery comes the possibility of being taken advantage of or pressure from friends and family to share in the benefits of a financial recovery. We can provide the services needed to protect recovery assets, create a plan tailored to a client’s particular and individual circumstances, reduce risks and work towards success, however “success” is defined by each client.

Our account administration can help with the following:
Developing a plan to address the client’s needs
Coordinating internal and external resources to meet goals
Handling communications and requests from family members.
Preventing unauthorized or unwelcome requests for funds
Serving as an unbiased advisor
Help to ensure that clients get needed care

Our Account Administrations Team Can Help

Our team approach to account administration provides the best services for our clients. A properly administered plan that takes advantage of all of the resources available provides the most opportunity for a successful outcome. The flexibility of our account administration also allows for changing circumstances in a person’s life or in the law. No one knows the unpredictability of life better than those we serve, as they and their families have experienced it first-hand. Our plans are always able to adapt to changes. Clients can rely on us to help coordinate the establishment of a customized plan that continues to meet our clients’ needs for years to come.

Trust account administration is a specialized field that requires a delicate balance between financial precision and compassionate service. For families who have recently navigated the complexities of the litigation process, managing a financial recovery is not just about numbers; it is about securing a future. NDC Advisors stands out as a premier provider in this space, offering dedicated support for settlement trusts and special needs planning. Unlike a traditional bank, NDC Advisors focuses on the "human" side of financial management.

Trust account administration is more than just balancing a checkbook; it is about providing the security and peace of mind necessary for a new beginning after a tragedy. NDC Advisors leverages decades of experience to ensure that settlement funds are protected, growth-oriented, and available when they are needed most. By combining expert money management with a compassionate approach, we help turn a legal victory into a lifetime of financial stability.

Partner with NDC Advisors for a Secure Financial Future

Navigating the complexities of trust account administration requires precision, expertise, and unwavering adherence to regulatory guidelines. At NDC Advisors, we understand the critical importance of safeguarding your clients' funds and ensuring the smooth operation of trust accounts. Our dedicated team of professionals provides comprehensive trust account administration services, allowing you to focus on your core business while we meticulously manage the financial aspects. With a commitment to transparency, accuracy, and compliance, NDC Advisors is your trusted partner in trust account management.

At NDC Advisors, we are committed to providing you with the highest level of administrative support, allowing you to focus on your well-being and future. Contact us today to learn more about how our trust account administration services can provide you with the financial security and peace of mind you deserve. We are here to guide you every step of the way.

Call (888) 676-2055 or contact us online today to learn more about our account administration services.

Contact Us Today

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Our Focus By changing the way accounts are managed, we are able to focus on one thing: Helping families improve their lives after suffering an injury or tragedy and enduring litigation.
Our Experience We understand the litigation environment and have become extremely familiar with types of challenges our clients face. We have the resources to combat these obstacles.
Our Philosophy We have always been grounded in providing individual, prompt, competent, and courteous client service – never just a generic or cookie-cutter advice.

Providing Expert Insight
When You Need It Most

Based on all of the information we are able to review and analyze, we want to provide the options available to you. We believe this process is a highly empowering process for our clients. Once we explain your options and our opinions on each of them, we want you to feel comfortable making an informed decision. Once your plan of action is created, we implement it in a way that is guided by your desires, not by anyone else.

Meet the NDC Advisors Team

Focusing on Client Service for Over 25 Years

Many clients view us as an extension of their own family and we truly take pride in our upstanding reputation. As advisors, clients trust us with some of the most sensitive and emotional issues and these issues can have a direct impact on their family, future, and finances. We take our duty as advisors seriously, and therefore, use our extensive network as a “one-stop-shop” to help our clients in the best way possible. We strive to remain educated on changes in the laws and rules to better protect benefits eligibility for those clients for whom this is important, and work with our partners to make sure trust assets are protected and risk is managed effectively.

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