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Services

Planner

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.

Navigator

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 – and we’re on call 24/7/365.

Manager

We provide the long-term answers you need with turnkey trust management and administration that combines Navigator services with the fiduciary expertise of our partner, New York Private Trust Company. 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 Tier Pricing

Plan
Only
$3000

+ $50 per month + $250 per hourly consultation

Contact
Plan and
Trust
$5000

+ $50 per month + $250 per hourly consultation

Contact
Navigate / Manage Basic (Monthly)
$650

50 hours per year + $250 per exceeding hour

Contact
Navigate / Manage Premier (Monthly)
$1000

100 hours per year + $150 per exceeding hour

Contact

Calculator

How much money do I need today to take care of my loved one for the rest of their life?

Beneficiary Details:

Beneficiary's Post-Tax Annual Budget:

Beneficiary's Age:



Government Aid Received by Beneficiary:






Desired Life of Fund:

Current Trust Assets: $







We're Here to Help

Contact us today to learn more about Hope Trust. Tell us about your situation, find the answers you need, and discover how we can best serve you and your loved one.