Serve Your Clients in Your Practice

With Visible National Trust, Wealth Advisors can provide clients with an end-to-end disability financial planning solution in their own practices. This is great news for advisory clients whose families include one of the one in four people in the US with a disability*

Specialist Support Services for Wealth Advisors

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Our job is to equip you with the information and support you need to identify opportunities and meet complex client needs. We offer individual and group training, case consultations (a team favorite), as well as real-time answers to your questions as they arise.

Advisor Engagement with Visible National Trust includes:

  • Integration of Visible Separate Trust Accounts in comprehensive wealth management plans
  • Portal access to trust account reports, statements, and transactions for ongoing review and information (data feeds available as well)
  • Active participation in Annual Separate Trust Account Review on account anniversary, or as necessary
  • Engagement with funding planning and distribution budgeting
  • Fees set at advisor discretion, please inquire for advisor fee policy

Visible National Trust is ideal for individuals and families who anticipate accumulating $250,000 or more in trust assets. Visible helps families avoid high account minimums and unpredictable fees (please call or email for current trust fee schedule) and can be used to update and modernize existing special needs trusts.