Supporting Financial Stability and Independence

Representative Payee Services
Serving California Regional Center Clients

Trust Management Services serves individuals who need assistance managing Social Security (SSA) and Supplemental Security Income (SSI) benefits.

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Creating Consistency​ and Confidence Since 2004

For over 20 years, Trust Management Services (TMS) has provided representative payee services to clients of:

  • Alta California Regional Center
  • Harbor Regional Center
  • Redwood Coast Regional Center
  • Tri-Counties Regional Center
  • Valley Mountain Regional Center

More About Us

Expert SSA and SSI Benefit Management

Services TMS Provides

  • Managing Social Security benefits and working directly with the Social Security Administration on the client’s behalf
  • Developing personalized budgets to support individual needs and goals
  • Paying rent, board & care, P&I, bills and essential expenses on the client’s behalf 
  • Ensuring full compliance with Social Security regulations to safeguard benefits 
  • Management of other government benefits including VA, Railroad, OPM, CSF Annuities & PERS
  • Management of client wages upon request
  • Coordinating with Regional Center Service Coordinators and support teams

Services Details

That Dedicated-Account-Manager Feeling

A Consistent Point of Contact Every Step of the Way

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TMS pairs each client with a dedicated Account Manager who provides consistent, attentive service tailored to their individual needs.

Support extends beyond the individual, with ongoing coordination across:

  • Regional Center Service Coordinators
  • Independent and supported living teams and care home staff
  • Family members and loved ones based on client consent

What You Can Expect from TMS...

As A Client

You’ll receive one-on-one support from a dedicated account manager who understands your needs and unique situation. TMS manages your money in a way that safeguards your benefits while supporting your independence and providing peace of mind.

As a Family Member

You can trust that your loved one’s finances are handled with care, consistency, and integrity. TMS protects their benefits and makes thoughtful decisions so you can focus on supporting them, while their finances are taken care of. 

As a Service Coordinator

You can trust TMS to manage all aspects of a client’s Social Security benefits, with every decision made in their best interest, allowing you to confidently leave the financial management to us. 

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From Our Community

In Their Own Words

"I want to thank Lonetta for filing a waiver for me. That really helped me."

—Tantiana, TMS Client

"I appreciate everything that you guys do for us. You always answer us and you are always there for us and helping us out. I'm happy that you guys help special needs people so much."

—Angela & Ronnie, TMS Clients

"I also wanted to take a moment to thank you for your help and support for Juan. It meant so much to me that I had a partner in helping him live his best life ❤️Thanks!"

—Angela, Sister of a TMS Client

Essential Resources At Your Fingertips

Find important documents, links, and community resources.

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TMS is Here for You

TMS provides representative payee services to clients of select Regional Centers. Service Coordinators and clients of these Regional Centers are encouraged to contact TMS to learn more about available services.

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