We make enrollment in our Pooled Trusts as easy as possible! Though federal law sets the backdrop for Supplemental Trusts Pooled Trusts, some differences do apply from state to state. To that end, Life Enrichment Trust has developed a unique Joinder/Master Trust Agreement for each state or commonwealth.
The first several pages form the Joinder Section, the part of the agreement that needs to be completed for each individual beneficiary. The Master Trust section that follows contains the appropriate citations and references to the statutes and regulations that govern supplemental needs pooled trusts. All LET Joinder/Master Trust Agreements comply with current Social Security requirements so that our Pooled Trusts may be used in complete confidence. Additionally, the documents have also been approved for use by the appropriate legal body within each state or commonwealth.
To establish your trust today, click the button below to get in touch with us and begin the enrollment process!