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Services

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 – and we’re on call 24/7/365.

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 Tier Pricing

Limited Access
FREE

No Commitment

Self Guided Onboarding
Partial Access to Care Planning Tool
Document Vault: 5GB
Budgeting, Income, and Asset Aggregation
Comprehensive Medication Recordkeeping
Weekly and Non-Weekly Event Scheduling
Permissioned Access for Family, Friends, and Professionals
Service and Medical Provider Tracking

Get Started

Full Access
$ 50

24 Month Agreement

Self Guided Onboarding
Complete Access to Care Planning Tool
Document Vault: 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
Access To Fiduciary Services
Access to Add-on Features & Upgrades

Get Started

Optional Upgrades (For Paid Users)

Special Needs Trust Generation

Custom 3rd Party Special Needs Trust
$ 1000

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.

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Optional Onboarding Support

4 Hours Onboarding Support with Nurse Case Manager
$ 500

Our Nurse Case Managers Are Ready To Help With Your Care Plan. 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
$ 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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Professional Support & Analysis

Government Benefits Analysis
$ 750

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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Nurse Case Management & Concierge Support

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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