Dedicated to Serving You

Whether you are a family, an individual, an attorney, a CPA/financial planner, or an advisor, Advocacy Trust is ready to be your advocate. Our company is made up of professionals with decades of trust industry experience and is well known for the caring support provided to individuals who have dealt with adversity and financial challenges. Unlike most retail trust companies, our team has worked on thousands of complex trust cases impacting a host of client situations.

Who We Are 

At Advocacy Trust, a Tennessee-chartered trust company, we are dedicated to assisting individuals with disabilities and their families. This commitment has led to rapid growth, with over $1.5 billion in assets under administration in under ten years. We specialize in special needs trusts and settlement trust planning, offering tailored services in asset protection, charitable, and personal trusts. We aim to improve the lives of our clients and their families through comprehensive fiduciary and administrative services.

Our Mission

To improve the lives of our clients and their families by providing a positive experience through professional investment management, trust services, financial planning, and other support that effectively addresses their unique needs.

What Makes Advocacy Trust Different

At Advocacy Trust, we pride ourselves on being more than just a traditional trust company. We have crafted a comprehensive and holistic platform that goes beyond standard trust services, providing unparalleled support to both traditional trust clients as well as plaintiff attorneys and their clients. Unlike many financial firms that limit their focus to a single product, we understand that one size does not fit all. Advocacy Trust offers a diversified array of solutions designed to meet the varied needs of our clients. This balanced approach is crucial for creating a plan that supports beneficiaries not only in the short term but for their entire life. Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.

Holistic Platform

Providing unparalleled support to both traditional trust clients as well as plaintiff attorneys and their clients.

Advice Driven

Providing individuals advice regarding their financial needs, instead of just pushing a product sale.

Simplifying the Complex

Navigating the complex rules surrounding government assistance, eligibility requirements and other challenging financial topics.

Balancing Private vs. Public Benefits

Assessing the impact of private insurance versus the public benefit restrictions on a trust.

Over the Top Support

Recognizing that the needs of families and individuals extend well beyond what any single financial product can offer. 

First-Class Trust Offerings Include:

Who We Help

Families & Individuals

We provide dedicated fiduciary services and personalized support to help families and individuals reach their planning goals. Our approach ensures clarity and control over trust assets and offers impartial guidance on financial and family matters throughout life.

Attorneys

We focus on your client's best interests by speeding up settlements and avoiding unnecessary special needs trusts and public benefits. We thoroughly review your plaintiff's settlement to assess its suitability and financial impact, ensuring clear explanations and documentation of the terms

CPAs & Financial Planners

We offer exceptional trust services to your clients without disrupting your relationships with them. Our independent managed trust solution complements your services, enhancing client support and improving account retention seamlessly.

Advisors

Our skilled professionals deliver unparalleled trust services with efficiency and professionalism. Our independent trust solution works alongside your advisory services, boosting account retention and fostering customer loyalty without interrupting client relationships.

Additional Resources