What is a trusted advisor?

A trusted advisor is a person a disabled person can rely on to help them with disability planning. This may be a parent, a friend, a lawyer, a doctor, or even a financial planner. In California, a trusted advisor is someone who is familiar with the laws that govern disability planning, and who has experience in helping disabled people with their planning needs. A trusted advisor should have the necessary expertise to provide sound advice and guidance on a variety of disability planning topics. The trusted advisor should be able to work closely with the disabled person, their family, and other professionals to develop a plan that meets their needs. The advisor should also be familiar with the various government and private disability-related funds, benefits, and assistance programs that are available. A trusted advisor should be able to assist the disabled person with the application process for obtaining funds and benefits, and should be able to answer any questions they have. Ultimately, the trusted advisor should be someone the disabled person can trust and rely on to help them make important decisions related to their disability planning.

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