Frequently Asked Questions

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Frequently Asked Questions
Click on the question for the answer!

Q: Do you have any account minimum balances before any monies can be withdrawn?

Q: Do we need to leave a minimum amount in an Life Enrichment Trust account?
     For example, what if an individual has $10,000 in an LET account and they want to
     take an expensive trip, like to Hawaii where the cost is approximately $9,000, can we
     ask for this amount or do we have to leave a certain amount in the account?

Q: Can a representative payee establish a pooled trust?

Q: Can the representative payee for an individual complete an LET application and then
sign the application as the settlor? Is it possible for the individual to sign as settlor?

Q: If an individual signs by making a mark, or has an illegible signature, what is the
proper procedure to make their mark or signature legally binding?

Q: Can the trust lose or gain money depending on what the investments do?

Q: Can I view the funds online?

Q: What can I buy?