Trust III – Pooled Trust (for Age 65 and Over)

Funded with assets that are entirely those of the beneficiary

Designed specifically for individuals age 65 and over, a Trust III – Pooled Trust is funded with assets that are entirely those of the Beneficiary. Most often a Trust III – Pooled Trust is established when an individual age 65 or over has a disability determination and has assets that would prevent or disqualify them from receiving public benefits. A Trust III – Pooled Trust is often funded with personal assets or benefits accrual. Through the Trust III – Pooled Trust, Beneficiaries each have a separate account, however, the accounts are pooled for investment and management purposes.

Trust Handbook

A comprehensive guide for families, individuals with disabilities and attorneys.  Discover which Life Navigators trust is right for you.

Legal Documents: Trust III – Pooled Trust (for Age 65 and Over)
Families must retain an attorney to draft the Trust documents and establish a Trust account.
What is a Trust?
Trust III – Pooled Trust (for Age 65 and Over)
Trust Presentations
Trust Handbook
Trust Fees
Request for Disbursement
Attorney Instructions and Checklist
Frequently Asked Questions

Are you interested in receiving a hard copy of our Trust Handbook?  Do you have questions regarding our Life Navigators Trust Program or fees?  Please contact us at 414-774-6255 or trust@lifenavigators.org.