To be eligible to receive your cash now from an inheritance, the following requirements must be met:

If you are serving as a trustee of a testamentary or other trust, AIC may be able to allocate funds to the trust or to trust beneficiaries prior to a final distribution or a recurring distribution. AIC has the expertise necessary to review the trust documents to determine if this type of transaction is possible and, if so, under what terms it may be made.

Trust beneficiaries can draw on from AIC’s services for a wide variety of purposes including meeting ordinary living expenses, paying tuition or medical expenses or even improving trust property. Examples of this last use of funds include readying trust property for sale or improving or repairing trust property to enhance its value or improve collected rents.

Whatever the desired use of funds, AIC stands ready to work with your trust department to provide the money your beneficiaries need.