Visible National TrustSM allows financial advisors to maintain their direct connection to their clients rather than referring business out of their practices.
- Structured similarly to donor advised funds (DAFs)
- Beneficiary accounts operate similarly to a brokerage or investment account
- Advisors may set Visible advisory fees at their discretion
- Trust accounts are nationally portable
- Complete advisor support means advisors do not have to be an expert to use Visible with their clients
- Visible provides all beneficiary services including approval of distributions to safeguard access to income and asset-sensitive disability benefits
- Institutional, specialized trustee services mean families and carers can focus on their loved ones
- Trusts can be transferred (successor trustee) to Visible, and clients can have multiple trusts
- Information is fully transparent and available to beneficiaries, advisors, and caregivers
- Total cost is significantly lower than prevailing pricing for each of the component services