Technology Solutions for Special Needs Trusts
We specialize in Salesforce-based solutions for pooled special needs trusts, bringing together automation, compliance, transparency, and user-friendly portals in a single platform built for those serving individuals with special needs.
We work with organizations that are new to Salesforce and those who are already on the platform.
About Fiduciary Consulting Partners
We bring more than just Salesforce expertise, we bring real-world experience. Having faced the complexities and nuances of managing special needs trusts firsthand, we understand the critical importance of precision, reliability, and compassion in managing trusts for individuals with special needs.
Unlike most consulting firms, we’re uniquely structured with dual expertise: a seasoned subject matter expert in pooled special needs trusts (Reanna Weatherford) and a senior Salesforce consultant with deep platform experience (Aaron Greenberg). Most firms would pair you with someone who knows Salesforce but not trusts — or trusts but not Salesforce. With us, you get both. Every engagement brings together practical understanding and technical mastery to deliver solutions that truly serve your organization and the people you support.
Central to our firm’s identity is a fierce commitment to ethical, client-centered practices. We are a 100% independent consulting firm — we do not sell Salesforce licenses, accept referral incentives, or receive compensation from vendors. Our only obligation is to our clients and the beneficiaries they serve.
At Fiduciary Consulting Partners, we design and implement full-lifecycle trust administration platforms tailored to your organization’s needs. Our solutions offer:
Secure, role-based portals for grantors, beneficiaries, and staff, ensuring appropriate access and enhanced data protection.
Automation of key processes such as onboarding, disbursement approvals, and remainder tracking to streamline operations and reduce errors.
Seamless integration with financial partners facilitating efficient fund management and real-time asset tracking.
Audit-ready reporting and compliance dashboards that support transparency and regulatory adherence.
Preservation of institutional knowledge to maintain continuity and improve operational clarity across teams.
Our platforms are built to scale, whether managing hundreds or thousands of trust accounts, significantly reducing staff burden while unlocking hidden value within your trust administration operations.
Problems We Solve
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Fragmented Data
With dynamic Salesforce dashboards and real-time data capture, FCP builds trust reporting infrastructure that meets the needs of internal teams, beneficiaries, and oversight bodies alike. Whether it’s a quarterly impact report, bequest tracking dashboard, or real-time disbursement logs, our solutions turn fragmented data into decision-ready insights
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Time-Consuming Processes
We transform outdated trust operations into digitally streamlined, audit-ready systems that eliminate bottlenecks and reduce staff burden. Our Salesforce-powered solutions support fully automated disbursement workflows, approval routing, and recurring payment logic tailored to each individual trust, all while maintaining compliance with government benefits.
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Disbursement Delays & Errors
Case management is essential an essential component of effectively managing special needs trusts. our tailored Salesforce solutions provide a centralized system for tracking all beneficiary interactions, support needs, and outcomes. Build stronger connections with your beneficiaries and enable continuity of care across staff changes or crisis events.
Actionable Insights at a Glance: Custom Dashboards for Special Needs Trust Administration
Bring your trust data to life with interactive Salesforce dashboards built for the unique needs of special needs trust administration. Track approval turnaround times, monitor cash flow and distributions, and analyze trends in new trust enrollments—all in real time. Visualize every stage of the trust lifecycle, from prospective and pending establishment to funded, closing, and closed accounts.
Streamlined Disbursement Requests — Every Detail, One View
Submit, review, and approve disbursement requests effortlessly. Each record captures payees, amounts, categories, supporting documentation and account data in one place.
Custom Fields that Capture What Matters Most
From trust type and status to primary beneficiaries and tax IDs, every field is designed to fit the unique needs of special needs trust management. Collect only what’s essential, reduce data clutter, and maintain accuracy.
