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Services

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.

Navigate

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.

Manage

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
$2500

+ $20 per month

No Contract

Get Started
Plan & Trust
$4000

+ $20 per month

No Contract

Get Started
Manage
$650

Starting at $650/month + Trustee’s Fees

3 Month Agreement

Get Started