Beneficiary Transition Notice
Shared Horizons is committed to continuously improving the services we offer to our beneficiaries while ensuring the protection and growth of their assets. Over the past 18 months, we have been diligently searching for a financial partner to enhance our trust management capabilities, and we are thrilled to announce our collaboration with True Link Financial Advisor, LLC. This partnership brings a user-friendly trust management platform that offers a holistic approach to managing funds, complete with an integrated beneficiary portal.
What True Link Financial Brings to Shared Horizons:
Streamlined Financial Management: The True Link platform simplifies disbursements, deposits, budgeting, and record-keeping, allowing beneficiaries to manage their assets efficiently.
Real-Time Access: Beneficiaries will enjoy innovative tools for accessing funds safely and in real-time, ensuring they have immediate insight into their financial activities.
Additionally, we are pleased to introduce Capital First Trust Company as our new trustee. This partnership adds an extra layer of professional oversight to safeguard our beneficiaries' assets. Capital First Trust, established in 1999, adheres to strict banking regulations, ensuring reliable management and protection of trust assets.
What This Means for Our Beneficiaries:
Access to real-time transactions through an online portal.
Improved oversight of accounts and streamlined financial processes.
Transition to the True Link Card for convenient access to trust funds beginning in January 2025.
The transition to these new systems will take place from November to December. During this period, beneficiaries currently using PEX cards will continue to have access to their accounts until the transition is complete.
At Shared Horizons, our highest priority remains the well-being of our beneficiaries and the careful management of their assets. We are excited about these enhancements and look forward to providing even better support for our community.
For more information, please contact us at 202-448-1460 or visit our website at Shared Horizons.
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