We are a private fiduciary firm focused on administration of Special Needs Trusts and Settlement Trusts. Kairos was founded with the purpose of helping trust beneficiaries meet their lifetime goals for well-being and financial stability. To that end, we offer a broad range of financial and care management services for minors, seniors, and adults with disabilities. Designed specifically for minors, adults, and seniors with physical or mental disabilities, a Special Needs Trust not only protects personal assets, it also preserves the ability to receive public benefits such as Medi-Cal and Supplemental Security Income SSI.
A Settlement Trust can take several forms. Settlement Trust includes a termination date, at which time the funds become available to the beneficiary. A Preservation. Settlement Trust is usually but not solely set up for adults, and can help protect assets from being rapidly depleted by ill-informed advice, or overspending. Kairos provides Estate Settlement services and manages all properties on behalf of—and in the interest of—the beneficiaries. We also provide Medi-Cal and Social Security advocacy, ensuring compliance with all Social Security rules and regulations so beneficiaries can get the most from public and private resources.
We took a leap of faith out of necessity for our son who was in a catastrophic car accident and have never regretted it. They have educated, helped, provided highly skilled expert services to our family, and we are truly grateful for their existence. Welcome to Kairos Fiduciary Services.
Fiduciary Services. Special Needs Trust. Settlement Trust. A Preservation Settlement Trust is usually but not solely set up for adults, and can help protect assets from being rapidly depleted by ill-informed advice, or overspending. Additional Services. Professional Memberships. Our Happy Customers.
