10-25%
of Americans have a disability that has a major impact on their ability to work and/or live independently
of Americans have a disability that has a major impact on their ability to work and/or live independently
This is
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
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.
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.
The Current Landscape
There is no one professional with all the answers and there is little communication between disciplines.
Without a comprehensive plan that details the nuances of the beneficiary’s life, how will trustees / caretakers know what to do?
How much is needed to fund the Trust? Are government benefits incorporated? What funding mechanism should be used: 401(k)s, IRAs, Life Insurance?
Special Needs Trusts are complex documents. When drafted incorrectly, benefits may be lost, money may be wasted, or conflict can arise.
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.
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.
Daily Care, Financial, Medical, Social, and Legal Services
To Detail the Beneficiary’s nuances: Medical, Legal, Social, and Financial
To Protect Essential Government Benefits
For the Special Needs Trust and Implement a Tailored Plan
With Special Needs-Focused Fiduciary Services
Integrated Financial, Legal, Social, and Healthcare Coordination
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
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.