Choose Your Plan and Make a Difference

Hope Trust's mission has been to give the caregivers of individuals with special needs access to tools, planning, and resources they need.

Create Your Plan

We apply proprietary technology to your intake questionnaire to create a personalized, comprehensive Care Plan. This Plan articulates and addresses every aspect of your loved one’s daily life and requirements, along with your trust terms and funding options. Use the Plan as your roadmap for creating a richly detailed Special Needs Trust for review by your legal and financial advisors. Your Care Plan also will inform and guide our staff of care providers.

Upgrade to Concierge Service

Our Care Coordinators, guided by the Care Plan, listen closely and then source, coordinate and deliver the services your loved one requires. We’re there for all of your needs – from the tasks of daily living and managing a household, to handling paperwork, or even arranging tickets to a ballgame or a vacation.

Appoint the Right Trustee

We provide the long-term answers you need with turnkey trust management and administration that combines planning and concierge services with the fiduciary expertise of our partners. Your special needs trust will be managed and administered in accordance with your wishes, so your loved one receives the care they need throughout their lifetime.

Service Level Pricing

Our services have been designed to give you access to a system of care for as low as $0 per month, with several options for customizations and additional services.

Core CareLIMITED ACCESS Total CareFULL ACCESS
$0 /month
No Commitment
$50 /month
24 Month Agreement

Features

Access to Care Planning Tool Partial Complete
Document Vault 5GB 10GB
Budgeting, Income, and Asset Aggregation
Live Bank Account Linking with Asset Aggregation
“Meet Your Trust Objective” Tool
Comprehensive Medication Recordkeeping
Weekly and Non-Weekly Event Scheduling
Permissioned Access for Family, Friends, and Professionals
Service and Medical Provider Tracking
Access Hope Trust Concierge Services Hourly or Monthly Plan
Access To Fiduciary Services Starting at 85 bps

Onboarding Support

Nurse Case Manager Assistance With Care Plan Creation $500
Complete Support With Benefits Analysis $1,500

Additional Services Support

Special Needs Trust Generation $1,000
Home/Housing Assessment $2,500
Education Assessment $750
Benefits Analysis $1,250
Caregiver Assessment $2,500
Optional Upgrades (For Paid Users) Get Started Get Started
Optional Upgrades (For Paid Users)

Features

Access to Care Planning Tool

The Care Plan Document is an all-encompassing and dynamic document containing the details and nuances of the beneficiary’s medical history and care.

PAID TIER: Build out your personalized Care Plan Document with 20+ dynamic surveys to build your medical history and care plan. Access and save your Care Plan Document over multiple users with authorized permissions.

FREE TIER: Access to 2 dynamic surveys to build out your medical history and care.

Document Vault

Your hub for storing your most sensitive personal information, including over 65 document types. Supported file types include identification, healthcare records, education and work documents, legal and end of life planning documents, insurance, and financial and government program documents. 5 GB of storage space supported in the free tier. 10 GB of storage space supported in the paid tier.

Budgeting, Income, and Asset Aggregation

A portal designed to help you generate a monthly budget based on assets and income data, including easy to read and interactive graphs and percentages.

Live Bank Account Linking with Asset Aggregation

Link your bank account to adjust your monthly budget automatically!

"Meet Your Trust Objective" Tool

The MYTO (Meet Your Trust Objective) Tool takes your budgeting, income, and asset data and calculates how much of a financing gap exists for funding your trust. That way you know exactly where you stand and if you’ve met your funding goal!

Comprehensive Medication Recordkeeping

Keep your medication information all in one place, including specifics about side effects, dosage amount, strength, dosage form, and frequency. Best of all, your list of medications draws from our comprehensive medication database.

Weekly and Non-Weekly Event Scheduling

Need help keeping track of your loved one’s scheduled events and locations for treatment? Our event scheduling feature is here to help!

Permissioned Access for Family, Friends, and Professionals

They say it takes a village and this is especially true if someone you love has special needs. Our portal allows for anyone you choose to become an authorized user of the platform. You control their permissions and access to your secure documents!

Service and Medical Provider Tracking

Keep all your doctors, medical services, and other related information in one place with our easy to use medical provider tracking service!

Access Hope Trust Concierge Services

Hope Trust Concierge Services are here to help source, coordinate, and deliver Care Coordinator services to you. Anything you and your loved one need, our Care Coordinators are here for you!

Access to Fiduciary Services

If named as trustee, Hope Trust is mandated by law to be a fiduciary, which means Hope Trust must act in the best interest of your loved one (the beneficiary).

Onboarding Support

Nurse Case Manager Assistance with Care Plan Creation

Need help understanding everything included with your care plan? We have nurse case managers as part of our Care Coordination team. Registered nurses are on staff with up to 4 hours of support to guide you through the creation of your Care Plan.

Complete Support with Benefits Analysis

Work with a team of registered nurse case managers to complete your Care Plan, and our experts will do an in-depth review of goverment benefits eligbility.

Additional Services

Special Needs Trust Generation

Generate a custom 3rd party special needs trust ready for review and execution with your own attorney or with one of our recommended partners. Save time and money with this comprehensive, easy-to-use tool!

Home/Housing Assessment

Our staff will develop a comprehensive home assessment documenting acute medical care, quality of life and long term care needs objectives and goals, including modification opportunities, maintenance needs and other recommendations.

Education Assessment

Need to know what education options are available for your loved one? Our staff will create and review with you an individualized education plan to evaluate your education needs and support options.

Benefits Analysis

We will complete an assessment to identify currently available benefits and provide recommendations for applying and maximizing those benefits, including Medicaid/medical, Medicare, private insurance, SSI/SSDI, Veterans Affairs, housing, food, etc.

Caregiver Assessment

We will work with you to evaluate your loved one's care and quality of life needs and evaluate the need for caregiver supports. We will provide a written assessment that includes our recommendations on the level of support required.

Optional Upgrades
(For Paid Users)

Special Needs Trust Generation

CUSTOM 3RD PARTY SPECIAL NEEDS TRUST

$1000

Work with a team of registered nurse case managers to complete your care plan. They can do all of the technical work for you and deliver a completed plan. Additionally our experts will do an in depth review of government benefits eligibility.

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Optional Onboarding Support

4 HOURS ONBOARDING SUPPORT WITH NURSE CASE MANAGER

$500

We have nurse case managers as part of our care coordination team. Registered nurses can answer questions guide your responses help with uploads or any other support that may be needed. Includes up to 4 hours of support.

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ONBOARDING SUPPORT & GOVERNMENT BENEFITS ANALYSIS

$1500

Work with a team of registered nurse case managers to complete your care plan. They can do all of the technical work for you and deliver a completed plan. Additionally our experts will do an in depth review of government benefits eligibility.

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Professional Support & Analysis

GOVERNMENT BENEFITS ANALYSIS

$1250

We will complete a benefits assessment for the client to identify currently available benefits, project availability of future benefits and provide recommendations for applying and maximizing those benefits. Benefits include Medicaid/Medical, Medicare, private insurance, SSI/SSDI, Veterans Affairs, housing, food, etc.

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EDUCATION ASSESSMENT / IEP SUPPORT

$750

Our staff will review the clients individualized education plan, 504 plan or other education plans to evaluate the current school supports. The assessment will provide written recommendations to improve the educational support plan for the client.

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HOME CARE & HOUSING ANALYSIS

$2500

We will review and evaluate one home, including floor plan, accessibility, utilities, maintenance, location and general suitability for the client. Our staff will develop a comprehensive home assessment documenting acute medical care, quality of life and long term care needs objectives and goals, including modification opportunities, maintenance needs and other recommendations.

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CAREGIVER ASSESSMENT

$2500

Consultant will work to evaluate the care and quality of life needs in the individual and evaluate the need for caregiver supports. We will provide a written assessment that includes our recommendations on the level of support required.

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Professional Support & Analysis

HOURLY

$250

Do you have an issue requiring expert guidance? Work with our team of nurse case managers to quickly solve the complex issues that arise in caring for a loved one with challenges. Whether planning a specialized vacation, looking for a new doctor or group home, or planning a home modification project – we are here to help!

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MONTHLY PACKAGES (4 HOURS)

$650

Many of our loved ones need daily support: paying bills, ordering groceries, arranging transportation, completing government forms and more… Yet, with busy lives, jobs and other commitments, sometimes these administrative tasks can be exhausting. Moreover, for many, these responsibilities can turn parents, siblings and caregivers of those with challenges into administrators or gatekeepers. Let us handle these tasks so your time spent with your loved one be spent enjoyably instead of on administration.

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Fiduciary Services (Trustee Services)

FIDUCIARY SERVICES

$Starting at 85 bps

Unique challenges require a unique trustee. Work with our team to ensure that your loved one has a trustee who understands their nuances, preferences, and the optimal use of trust assets. Guided by the life care plan created on our platform, our team of health and social service professionals will understand your vision and hopes for your loved one, and get to know the beneficiary to ensure that that assets are used to maximize their life, safety and happiness. Hope Trust does not provide investment management – allowing you the freedom to appoint your preferred financial advisor.

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FAQs

What makes Hope Trust different?

Hope Trust is a revolutionary concept in trust administration. Through our technology, we know every issue and challenge facing each beneficiary. With an amazing team of Hope Care Coordinators trained to serve those with challenges, we actively seek solutions to social, medical, financial, legal, and daily living struggles.

What types of diagnoses/disabilities can Hope Trust support?

Hope Trust’s skilled care coordinators can support every imaginable challenge—behavioral, emotional, developmental or physical. This includes individuals who have dual diagnoses and chronic conditions. For example, we serve individuals of all ages with psychiatric disorders, physical disabilities, substance abuse problems, intellectual disabilities, brain injuries, dementia, and chronic physical illnesses or diseases.

What is a Hope Care Coordinator?

A Hope Care Coordinator (HCC) is a professional with health and human services expertise who is here to serve you. HCCs implement and monitor the plan you developed for your loved one and are the main contact any time you or your loved one needs assistance. These coordinators will oversee day to day needs, ensure that the individual receives the highest quality of services, and manage unexpected emergency situations.

Do you draft a special needs trust – and do I still need a lawyer?

Yes, and Yes! Our trust document has several unique features that help our clients become integrated with our system, including incorporating your Hope Care Plan directly into the Special Needs Trust. Once you complete the questionnaire, your documents will be instantly generated and should be taken to your attorney for review.

Can I keep my asset manager and have Hope Trust be trustee?

Yes! Hope Trust partners with investment managers and will happily work with yours. Alternatively, we can refer you to one of our existing partners should you need a recommendation.

How do we get started?

Just click login on the website or download our app. http://app.hopecareplan.com

Can Hope Trust help with seniors?

There is a lot of overlap between senior care and caring for those with special needs, yet there are also several major differences. At this time, we are not specializing in serving senior clients, however, we may accept such trusts on a case by case basis. Don’t worry, we anticipate expanding into senior services shortly!

What is a Hope Care Plan?

A Hope Care Plan is the customized guidebook for knowing and caring for your loved one. By completing our intake questionnaire, we gather key data regarding medical, legal, social, and financial needs. We then generate a guidebook – your Hope Care Plan – that contains the knowledge of the beneficiary’s needs and the grantor’s wishes your trustee relies on in discharging their duties.

If Hope Trust is appointed trustee, our holistic and interdisciplinary team of social workers, psychologists, lawyers, nurses and financial professionals will be guided by the plan in determining how to best serve the trust beneficiary.

How often is the Hope Care Plan updated?

The Hope Care Plan can be modified at any time to reflect the changing needs of your family member. At least annually, a thorough review is conducted to ensure all information is relevant and up to date.

Can we still be Hope Trust clients if we don’t use a smart phone?

Absolutely! While many of our clients prefer the smartphone or tablet-based experience, you can also use a desktop or laptop computer to access our site.

What qualifications do Hope Care Coordinators have?

Our dedicated care coordinators have degrees in social work, nursing, psychology and other related fields. In addition, they undergo a comprehensive training program with emphasis on support and creative problem solving.

How many relationships will a Hope Care Coordinator manage?

The maximum number of relationships that a Hope Care Coordinator will be responsible for is 20. Since Hope Trust is dedicated to serving our clients, any of the Hope Care Coordinators will be able to help you with all requests for services.

How often will the care coordinator visit my loved one?

Our care coordinators work remotely and are available to your loved one by phone, text, or email. Hope Trust has partnerships with a number of local providers who will visit your loved one on a weekly, monthly, or quarterly basis. The frequency of these “check in” visits is determined by the needs of your family member and can be modified at any time to meet new challenges.

Hope Trust serves clients throughout the United States and has case managers and financial partners ready to work with you wherever you’re located.