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How To Enroll

Put Your Trust
In Us

We help people with disabilities and seniors protect their income and stay eligible for benefits.

Get Started Here

A simple way to protect your income while keeping essential benefits

For over 23 years, WNY Coalition Pooled Trust has helped people stay independent by protecting their income while keeping essential benefits. Families trust us because we make every step simple, clear, and caring – so you can move forward with comfort, stability, and peace of mind.

getting-start-new

Getting started is simple, just follow these steps.

  • 01
    Check if a pooled trust is right for you
    Take a moment to answer a few simple questions. This quick self-check can help you understand whether the program aligns with your needs.

    View Self-Assessment Guide
  • 02
    Speak to our specialist
    Speak one-on-one with our specialists to explore the best trust options for your needs.
  • 03
    Submit initial deposit
    We’ll guide you through paperwork and setup clear, gentle instructions and simple steps.
  • 04
    Get started
    Access your trust and begin using it for eligible expenses.
Apply Now

The values that guide how we support every person and every family.

  • Trust
    We act with integrity, transparency, and genuine care.
  • Empathy
    We listen first and explain things clearly and gently, the way we would for our own families.
  • Independence
    We help you stay in control of your life, your choices, and your peace of mind.
values

Our Partners and Memberships

AllianceOfPooledTrust
center for elderly
keybank
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people inc

Success Stories & Insights

Real experiences and helpful guidance to support your decisions.
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Success Stories
Larry’s Story: A Path Back to Independence

Before everything changed, Larry was living on …

woman looking at her notebook
Insights
Pooled Trust Terms Explained in Plain English

Trusts and legal terms can sometimes feel …

woman holding a pad sitting behind the laptop
Success Stories
April’s Story: A Way to Keep Both Security and Stability

When April lost a relative, she also …

View all

Trusted by Our Customers

“The Pooled Trust helped my mom keep her savings while still getting the care she needs. It gave our whole family peace of mind.”
Anonymous Beneficiary
“We were afraid dad would have to move into a facility, but the trust made it possible for him to age safely and comfortably at home.”
Anonymous Beneficiary
“Being able to stay home means everything to me. The trust made that possible.”
Anonymous Beneficiary

Pooled trust explained in simple terms.

We know these topics can feel overwhelming at first. That’s why we break everything down in a calm, clear, and caring way - just like we would for our own families.
Enroll Today

Answer a few simple questions:
 – Is your income slightly above Medicaid limits?
 – Do you still need help paying for daily or personal expenses?
 – Are you supporting someone who needs help managing their income?

If you're unsure, our specialists can guide you in a quick, friendly call.

Most members use their pooled trust for everyday expenses like rent, utilities, transportation, phone/internet, personal care, and medical needs. We’ll walk you through what’s eligible.

No. A properly managed pooled trust is designed to protect your Medicaid eligibility. Our team ensures everything is set up correctly.

Getting started is quicker than most people expect. On average, it takes our members 14-21 days to set up an account. Once your initial documents and deposit are submitted, we guide you through each step until your trust is active.

We’re here to help at any stage - with patience, clarity, and compassion. There’s no pressure and no confusing language. You can reach us via email info@wnypooledtrust.org, phone 1-866-362-5081, or submit a contact us form.

Dedicated professionals
at your service

Meet the people who guide families with patience, compassion, and clarity.
Team, Alexandra Dzielski's photo
Alexandra Dzielski

Senior Accountant

“Our priority is simple: helping you make the most of your funds while protecting the benefits you rely on.”

Team, Corey Haertel's Photo
Corey Haertel

LMSW, Social Worker

“Behind every trust is a person, and behind every person is a story worth supporting.”
Team, Jay Mapstone's Photo
Jay Mapstone

LMSW, Intake Specialist

“Getting started can feel overwhelming, but I’m here to make it easy and supportive every step of the way.”

Let’s plan your peace of mind.

Every journey begins with the first step. Reach out today, and let’s build a trust that supports your independence and dignity.

Learn How To Enroll