Important Materials
Everything You Need, All in One Place
Explore essential documents and materials you may need throughout your trust journey, all organized to make things easier to navigate.
Under 65
For individuals under 65 establishing or managing a first-party pooled trust to protect assets while maintaining eligibility for public benefits.
Age 65 and Over
For individuals age 65 and older enrolling in a pooled trust to help manage excess income and preserve Medicaid eligibility.
Friends & Family
For family members or loved ones establishing a third-party trust to support a person with disabilities without affecting their benefits.
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