Hope Trust serves clients throughout the United States.
A care plan is how you share and coordinate information specific to your loved one with special needs, such as medication instructions, emergency procedures, food preferences, social activities, and more.
Learn moreA special needs trust is a legal arrangement that allows for loved ones with special needs to receive income while maintaining their eligibility for public assistance benefits such as Social Security, SSI, Medicare, or Medicaid.
Learn more)
)
Hope Trust is the first and only comprehensive, holistic solution that addresses the unique and ever-evolving needs of loved ones with special needs:
Daily Care, Financial, Medical, Social, and Legal Services
To detail the Beneficiary’s Nuances: Medical, Legal, Social, and Financial
For the Special Needs Trust and Implement a Tailored Plan
With Special Needs-Focused Fiduciary Services
Trained to Support Special Needs Families
We create a better life for families affected by special needs
Get Started for Free
To Protect Essential Government Benefits
Our services have been designed to give you access to a system of care for as low as $0 per month, with several options for customizations and additional services.
| Core CareLIMITED ACCESS | Total CareFULL ACCESS | |
|---|---|---|
| $0 /month No Commitment |
$50 /month 24 Month Agreement |
|
Features |
||
| Access to Care Planning Tool | Partial | Complete |
| Document Vault | 5GB | 10GB |
| Budgeting, Income, and Asset Aggregation |  |
|
| Live Bank Account Linking with Asset Aggregation |  |
|
| “Meet Your Trust Objective” Tool | |
|
| Comprehensive Medication Recordkeeping | |
|
| Weekly and Non-Weekly Event Scheduling | |
|
| Permissioned Access for Family, Friends, and Professionals | |
|
| Service and Medical Provider Tracking | |
|
| Access Hope Trust Concierge Services | |
Hourly |
| Access To Fiduciary Services | |
Starting at 85 bps |
Onboarding Support |
||
| Nurse Case Manager Assistance With Care Plan Creation | |
$600 |
| Complete Support With Benefits Analysis | |
$1,800 |
Additional Services Support |
||
| Special Needs Trust Generation | |
$1,000 |
| Home/Housing Assessment | |
$3,000 |
| Education Assessment | |
$900 |
| Benefits Analysis | |
$1,500 |
| Caregiver Assessment | |
$3,000 |
| Optional Upgrades (For Paid Users) | Get Started | Get Started |
| Optional Upgrades (For Paid Users) | ||
| Core CareLIMITED ACCESS | Total CareFULL ACCESS | |
|---|---|---|
| $0 /month No Commitment |
$50 /month 24 Month Agreement |
|
Features |
||
| Access to Care Planning Tool | Partial | Complete |
| Document Vault | 5GB | 10GB |
| Budgeting, Income, and Asset Aggregation | |
|
| Live Bank Account Linking with Asset Aggregation | |
|
| “Meet Your Trust Objective” Tool | |
|
| Comprehensive Medication Recordkeeping | |
|
| Weekly and Non-Weekly Event Scheduling | |
|
| Permissioned Access for Family, Friends, and Professionals | |
|
| Service and Medical Provider Tracking | |
|
| Access Hope Trust Concierge Services | |
Hourly |
| Access To Fiduciary Services | |
Starting at 85 bps |
Onboarding Support |
||
| Nurse Case Manager Assistance With Care Plan Creation | |
$600 |
| Complete Support With Benefits Analysis | |
$1,800 |
Additional Services Support |
||
| Special Needs Trust Generation | |
$1,000 |
| Home/Housing Assessment | |
$3,000 |
| Education Assessment | |
$900 |
| Benefits Analysis | |
$1,500 |
| Caregiver Assessment | |
$3,000 |
| Optional Upgrades (For Paid Users) | Get Started | Get Started |
| Optional Upgrades (For Paid Users) | ||
Register today to access our tools and create your customized care plan and trust documents.
Complete your intake questionnaire and choose between our care plan tiers, starting at $0!
Choosing our paid plan gives you access to numerous customization options, including housing assessment, benefits analysis, and more!
Hope Trust serves clients throughout the United States.
