Contact
Let's talk about your beneficiary.
The fastest way to reach us is by phone or email. If you're a trustee or trust officer, feel free to use the outreach form on your trust partner's page so the request is routed to the right team member.
- Mailing address
- 1950 Butler Pike, Mailbox 193, Conshohocken PA 19428
- Mobile
- 215.990.4698
- Fax
- 484.270.6055
- Regions served
- PA · NJ · DE · NY · MD · DC
Response time
We reply within one business day.
For an initial conversation, please avoid sending protected health information. Once we've connected securely, we'll walk through intake and next steps.
Good to have on hand
- Beneficiary's general age and state of residence
- General nature of the injury or diagnosis
- Current care setting (home, facility, transitioning)
- The trust or trustee involved, if any