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Settlement Protection & Services

Settlement Protection Escrow Trust
The settlement planning industry is changing rapidly – our settlement protection escrow trust solutions are the driving force behind this change.

Affordable Settlement Escrow Trust Solutions

Each of our trust types are materially less expensive to establish than our competitors, at just $250.
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Lowest Fees

Preserve principal trust assets with the lowest fees in the industry.
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Same Day Distributions

In most cases approved distribution requests may be turned around in as little as one business day. With various distribution options like wires, checks, automatic distribution and point of sale cards, we deliver the flexibility beneficiaries need.

Our Settlement Protection Escrow Trust Types Cover an Entire Spectrum of Settlement Needs

1st Party (Self-Settled) Settlement Protection Escrow Trust™

The Settlement Protection Escrow Trust™ is the most cost-effective, trust-based solution for those seeking to avoid the “retention risk” penalty of using a pooled trust. The Settlement Protection Escrow Trust™ can structure distributions as taxable to ensure the beneficiary qualifies for available tax subsidies and credits.
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Our Settlement Protection Escrow Trust Advantages

  • Integrates with QSF 360™ for single and multi-claimant events
  • Dedicated team of experienced professionals who review and process requests
  • Patented technology allows for client-self servicing and real time online account creation
  • Supporting document library, 24/7 online access to balance, positions, statements, transaction history, and more

Settlement Planning News & Insights

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