You deserve clarity, transparency, and insight around your assets.
We know that what’s at stake is more than just money—it’s your quality of life, your livelihood, and your future.
In order to make sure you’re taken care of for years to come, we follow a very specific process. We’ve spent years obsessively perfecting our approach so that your money can work for you, instead of vice versa.
Here’s what to expect:
In order to make sure you’re taken care of for years to come, we follow a very specific process. We’ve spent years obsessively perfecting our approach so that your money can work for you, instead of vice versa.
Here’s what to expect:
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Explore: First, we want to get to know you. What are your goals? What’s your living situation? What kind of medical expenses do you have? Your situation is as unique as you are, and our goal is to honor that.
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Plan: Next, we will work together to decide on an investment strategy and budget that puts your long term financial security as top priority.
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Report: Every month you’ll get a detailed report that lets you know exactly what’s going on with your trust. We’re always available to talk you through it, whether you want us to break down every line, or just give you a quick overview.
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Assist: Along the way, we’ll help you navigate dense topics such as Medicaid, understand coding and billing, and generally make your life easier—whether this be by dealing with your bank, navigating insurance, or researching your needs for a new wheelchair.
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Disburse: When you need a disbursement (i.e., a payment) to cover an expense (such as a medical procedure, legal fee, or a much needed personal item), we make sure you’re covered legally and ethically—and typically get the payment approved within 24 hours.
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Analyse: Behind the scenes, we are constantly monitoring and auditing both your disbursements and investments to make sure everything is accurate.
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We’re here to guide and support you, not control you. If you’re looking for a knowledgeable collaborative partner to help you navigate the confusing world of finances, legalities, and treatment… let’s talk.
Just click the button below to get started.
Just click the button below to get started.
Our Decision-Making Process
We don’t just approve every request that lands on our desk. We protect your trust by making sure each disbursement...
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- ...is in line with the Trust agreement.
- ...is in the beneficiary’s best interest.
- ...meets state and federal laws and regulations.
- ...can’t be covered by another source such as Medicaid or private insurance instead.
- ...is free of any self-dealing or conflict of interest.
- ...is a reasonable amount, fits your budget, and isn’t being over-billed.
- ...shows no sign of fraud, waste, abuse, diversion, embezzlement, or exploitation.
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Safeguard your future with our secure systems.
We often get asked about what happens if Robert retires, the company closes its doors, or if data is lost.
These are important questions when you consider that trusts are often set up for decades!
We keep immaculate records, which are backed up both on the cloud and physically , so even if everyone in the company suddenly died and Washington fell into the ocean, a backup trustee could still come in the next day and pick everything right up as if nothing had happened!
If you’re looking for a trustee who has a contingency for every possibility, Robert Zielke, Professional Trustee has you covered.
These are important questions when you consider that trusts are often set up for decades!
We keep immaculate records, which are backed up both on the cloud and physically , so even if everyone in the company suddenly died and Washington fell into the ocean, a backup trustee could still come in the next day and pick everything right up as if nothing had happened!
If you’re looking for a trustee who has a contingency for every possibility, Robert Zielke, Professional Trustee has you covered.
