Hope Trust Turns Problems into Automated Solutions

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US Census data tells us

10-25%

of Americans have a disability that has a major impact on their ability to work and/or live independently

This is

30-80M people

20-25%

of Americans say they are providing financial and/or caregiving support for a family member with a major disability

Individuals with disabilities and special needs are the

largest minority group in the US

What Is a Care Plan?

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.

What Is a Special Needs Trust?

A 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.

Without Hope Trust

The Current Landscape

Problem

Professionals are Disconnected

There is no one professional with all the answers and there is little communication between disciplines.

Problem

There is No Care Planning Platform

Without a comprehensive plan that details the nuances of the beneficiary’s life, how will trustees / caretakers know what to do?

Problem

There is No Tool to Determine Actual Trust Needs

How much is needed to fund the Trust? Are government benefits incorporated? What funding mechanism should be used: 401(k)s, IRAs, Life Insurance?

Problem

A Special Needs Trust Needs to be Drafted

Special Needs Trusts are complex documents. When drafted incorrectly, benefits may be lost, money may be wasted, or conflict can arise.

Problem

Families Struggle to Appoint a Trustee

Corporate Trustees rarely know the beneficiary, family members lack training, and banks rarely want to serve as trustee due to complexity and liability of SNT administration.

Problem

Daily Stressors Take Away from Family Bonding Time

Challenges that come with caring for a loved one with special needs on a daily basis cause undue stress for families and take away from time together as a family.

Hope Trust

Coordinate Critical Services

Daily Care, Financial, Medical, Social, and Legal Services

Create a Life Care Plan

To Detail the Beneficiary’s nuances: Medical, Legal, Social, and Financial

Draft a Custom Special Needs Trust

To Protect Essential Government Benefits

Hope Trust Network

Quantify the Funding Need

For the Special Needs Trust and Implement a Tailored Plan

Protect Assets

With Special Needs-Focused Fiduciary Services

Work with a Network of Interdisciplinary Professionals

Integrated Financial, Legal, Social, and Healthcare Coordination

Hope Trust’s Dynamic Technology Helps Families

Build relationships with professionals, family members, and others in the support system

Gain a realistic understanding of the financial and care needs

Create a dynamic lifetime budget

Analyze the funding plan and impact of government benefits

Identify and quantify any funding gaps

Access additional services at exclusive partner rates

Provide special needs focused fiduciary services to clients while retaining AUM

Hope Portal –
Tech Platform

  • Life Care Plan
  • Successor Care Coordination & Support
  • Gap Analysis
  • Document Organization
  • Drafts Customized SNT
  • Provider Tracking
  • Emergency Contact Management
  • Budget Building
  • Medication Tracking
  • Daily Schedule with Assistance Tracking

Hope Portal –
Professional Services

  • Government Benefit Analysis
  • Housing & Accessibility Analysis
  • IEP/Education Assessment
  • Cost Analysis
  • Caregiver Assessment

Hope Trust
Network

  • Funding Plan and Investment Management
  • Conservatorship/Guardianship
  • Estate Planning
  • Setup ABLE Account
  • Special Needs Trust Administration

Service Tier Pricing

How It Works

Features for Partner

Free TierNO CONTRACT $400/month24 MONTH CONTRACT
Client pays $50/month plus $1000 for special needs trust Client pays nothing
Referral Code to Link to Client Accounts
Create Client Accounts
Document Vault Storage 5GB 10GB
Access to Client Life Care Plan
Access to Special Needs Trust (With Additional Fee)
Access to “Meet Your Trust Objective” Tool (MYTO) For Qualified Partners
Access to Client Budgeting, Income, & Asset Aggregation
Access to Client’s Circle of Support
Access to Special Needs Training Program
Access to Fiduciary Services
Access to Hope Trust Marketing Materials
20% Off Consumer Monthly Pricing 10 Accounts Included $40/Month Per Additional Client
Partner Paid Hope Trust Services to Your Clients
Spearhead the Special Needs Planing Process
Branded Client Portal with your Company Logo
Manage Client Accounts & Subscriptions
Preferred Referral Partner
Access to Hope Trust Advisory Team Limited
Free Sign Up Free Sign Up

Features for Partner

Free TierNO CONTRACT $400/month24 MONTH CONTRACT
Client pays $50/month plus $1000 for special needs trust Client pays nothing
Referral Code to Link to Client Accounts
Create Client Accounts
Document Vault Storage 5GB 10GB
Access to Client Life Care Plan
Access to Special Needs Trust (With Additional Fee)
Access to “Meet Your Trust Objective” Tool (MYTO) For Qualified Partners
Access to Client Budgeting, Income, & Asset Aggregation
Access to Client’s Circle of Support
Access to Special Needs Training Program
Access to Fiduciary Services
Access to Hope Trust Marketing Materials
20% Off Consumer Monthly Pricing 10 Accounts Included $40/Month Per Additional Client
Partner Paid Hope Trust Services to Your Clients
Spearhead the Special Needs Planing Process
Branded Client Portal with your Company Logo
Manage Client Accounts & Subscriptions
Preferred Referral Partner
Access to Hope Trust Advisory Team Limited
Free Sign Up Free Sign Up

Hope Trust serves clients throughout the United States.