Support for Trustees & Estate Professionals

When trustees engage Torchlight

• Distributions are conditioned on treatment, sobriety, or participation in a recovery plan, and the trustee needs verified information rather than assurances
• A beneficiary is refusing help and the family is asking the trustee to act
• A beneficiary's spending or conduct is putting them at risk and the trustee needs a way to intervene that is not the trustee
• Family members are in conflict over what should happen next

What Torchlight provides

• An intervention led by a professional rather than by the trustee or a relative
• Treatment placement and Safe Passage transport
• Collaborative Continuing Care with weekly contact and tracked attendance
• Alcohol and drug monitoring with results reported to the parties named in the beneficiary's release
• Family meetings and a family Care Coordinator, separate from the beneficiary's
• Reporting on the cadence the trustee needs, within the release

Scope and boundaries

Torchlight does not interpret trust instruments, advise on distributions, assess capacity, or give clinical opinions. We supply verified, contemporaneous information about treatment engagement and monitoring results; what the trustee does with it is the trustee's decision, with counsel.

How an engagement starts

1. 01

   Call John

   A 30-minute call to establish what decision the situation needs, who is involved, and what is already in place.

2. 02

   Confirm fit and scope

   John confirms what Torchlight can and cannot report, and what release the beneficiary will need to sign.

3. 03

   Set the next action

   Assessment, intervention, placement, transport, monitoring, or continuing care, in the order the situation requires. If another provider should lead, John says so and makes the referral.

4. 04

   Report as agreed

   Attendance and monitoring results go to the parties named in the release, on the cadence agreed at intake.

A neutral party in the room

Trustees are often the only adult in a family willing to say no. Torchlight takes that role off the trustee and gives it to a professional whose job it is, so the trustee relationship survives the recovery.

We are available to consult on situations that need discretion and a record.