Visible offers Special Needs Trust Solutions for Your Clients that Meet the Moment

Why do you need a special needs trust solution?

Because 23 million Americans have special needs that change their lives, impacting nearly 2 in every 10 families – including your wealth advisory clients. Read more about this $6 trillion opportunity for wealth advisors here.

Families have faced limited choices in setting up special needs trusts: static documents that can only outline future intentions, or multi-million dollar trusts that meet minimum account sizes for banks and trust companies who don’t specialize in special needs trusts.

Visible is the accessible alternative that gives you and your clients the opportunity to realize their goals and wishes for their loved ones. Visible expands your estate planning and wealth management toolkit while differentiating your practice and building your business.

Visible’s pooled special needs trusts are available nationwide; we offer custom solutions for complex situations.

Pooled trust services include trust planning, documents, and coordination and communication with advisors, trust beneficiaries and families. As a professional corporate trustee, Visible manages trust administration, investment oversight, distributions, and reporting.

Get Started