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How To Enroll

Why Use
a Pooled Trust

Because staying eligible for benefits shouldn’t mean giving up stability or peace of mind.

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Why Pooled Trust

Support you can rely on. Peace you can feel.

Pooled Trust provides steady support, protects the benefits you rely on, and helps manage everyday needs with clarity and care.

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Clear guidance. Steady support. Real peace of mind

What We Offer

A pooled trust is more than a financial tool – it’s a way to stay in control of your life while keeping the benefits you rely on.

We’re here to guide you with clarity, compassion, and steady, reassuring support.

Support you can rely on:

 ✔ Protection For Your Income
 Keep Medicaid while safely covering your essential living needs.

✔ A Team That Listens First
 We take the time to understand your situation before recommending any options.

✔ Simple, Calm Explanations
 No complicated language. No pressure. Just clear, gentle guidance –  the way we would explain it to our own families.

✔ Help Choosing The Right Trust Option
 Whether you’re under 65, over 65, or supporting a loved one, we help you choose the path that fits your life.

How We Can Help

Practical help for the things that matter most
Members use their pooled trust to pay for everyday needs that support safety, comfort, and independence. It allows eligible individuals to set aside income in a structured, Medicaid-compliant way, helping protect important benefits while still covering approved living expenses. The pooled trust provides clear guidance, ongoing support, and careful administration to ensure everything remains aligned with Medicaid requirements, giving you confidence and peace of mind.
Common approved expenses include:

✔ Housing and monthly bills

✔ Car payments and insurance

✔ Medical expenses not covered by insurance

✔ Phone and internet

✔ Personal care

✔ Other essential living costs

How We Work

A caring, reliable process from the first conversation onward.

We follow three simple principles:

  • 01
    We listen first
    Every person’s situation is unique, so we begin by understanding your needs.
  • 02
    We guide you gently
    We explain the options and the process in plain English, step by step, so nothing feels overwhelming.
  • 03
    We manage your trust safely and transparently
    Your funds are handled with strong safeguards, clear reporting, and ongoing support from real people who are here when you need help.
Apply Now
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How To Enroll

A simple process with guidance at every step.

Getting started is easier than most people expect. Here’s what enrollment looks like:

A pooled trust may be a good fit if your income is above Medicaid limits or if you need help covering essential expenses while keeping your benefits.

Call our office or schedule a consultation. We’ll help you understand which trust option fits your needs.

 

We explain every form in simple terms and guide you through the required documents.

Once your account is active, you can begin using your trust for approved expenses.

Disclaimer:

The WNY Coalition Pooled Trust will not provide legal advice over the internet. This website, or any email correspondence sent by you to us, does not create a lawyer-client relationship. Please do not send us any information which you consider confidential regarding any legal matter until such relationship is formally established. The WNY Coalition Pooled Trust is not responsible for the content of other websites this site may be linked. The information on this web site is not legal advice. Legal advice is dependent upon the specific circumstances of each situation. Also, the law may vary from State to State, so that some information in this web site may not be correct for your jurisdiction. Finally, the information contained in this web site is not guaranteed to be up to date. Therefore, the information contained in this web site cannot replace the advice of competent legal counsel licensed in your state. Past results do not guarantee future outcomes. This website may be considered attorney advertising.