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
Heirs at Law Form
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.