When Courtney’s aunt could no longer care for herself, Courtney stepped in to make sure her needs were met. Wanting the best for her aunt, she took on the responsibility of navigating the benefits enrollment process.
A Complicated Process
The system felt daunting and time-consuming. Between forms, requirements, and deadlines, Courtney worried about making a mistake or missing something critical that could delay her aunt’s care.
Working With the Trust Team
Her experience changed once she connected with the WNY Pooled Trust team. An intake specialist guided her through each step, answering questions and staying in close communication throughout the process.
The intake specialist was responsive and helped me throughout the process as we worked to establish my aunt’s eligibility. We talked and emailed often until everything was in place. My experience with the trust was only positive, and they made my part easy.
Courtney M., Beneficiary’s Niece
Finding the Right Support
With the trust account established and eligibility secured, Courtney felt supported rather than overwhelmed. What could have been an isolating experience became a collaborative one, allowing her to focus on caring for her aunt.
