If you're a beneficiary of a trust being administered, you don't have to wait months for the trustee to distribute your share. A trust advance gives you cash now.
A trust fund advance — also called a trust advance, trust cash advance, or trust beneficiary advance — gives trust beneficiaries early access to funds held during trust administration. While trusts are designed to avoid probate, administration can still take months — especially for complex trusts, trusts holding real estate, or trusts where the trustee must resolve debts, taxes, or disputes.
During this period, beneficiaries typically have no access to the assets they're entitled to. A trust advance provides immediate cash in exchange for a portion of your expected distribution.
We work with beneficiaries of many trust types: revocable living trusts (the most common), irrevocable trusts, testamentary trusts (created by a will), and other structures on a case-by-case basis. The key requirement is that you must be a named beneficiary with a documented right to a distribution.
The process is very similar. The main difference is the legal vehicle holding the assets. In both cases, you receive immediate cash with no credit checks, no monthly payments, and no personal liability. Trust advances can sometimes be processed more quickly because trust administration generally doesn't involve the court system to the same degree.
Even when a trust avoids probate, the distribution timeline can be frustrating. Trustees must inventory assets, pay debts and taxes, potentially sell real estate, and coordinate with attorneys. A trust advance ensures you're not financially stuck during this process.
Without court involvement, trust advances can sometimes be processed and funded more quickly.
Since trusts operate outside probate court, the verification process can be more streamlined.
If the trust distribution falls short, you owe nothing. Zero personal risk.
Revocable, irrevocable, testamentary, and other trust structures are all potentially eligible.
Qualification is based on trust assets and your beneficiary status, not your personal finances.
Unlike probate (public record), trust administration is private — and so is our process.
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