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Hope Trust with Debbie Niemann
Phone: (833) 467-3878 | Email: [email protected]
Web: https://www.hopetrust.com/
Hope Trust has reinvented Trust management and oversight. They offer a white-glove service. They answer "Who is going to help my child when I am gone". They have made the letter of intent simple to do.
Their Hope Care Plan starts the same as most LOIs. However, it goes beyond what you will get in an LOI. There are over 6,000 questions in the Hope Care Plan. It's like the old "choose your own adventure" books. I really think it's amazing technology! Worth completing even if you don't have them serve as Trustees.
A Hope Care Plan is a custom guide about knowing and caring for your loved one. Hope Trust gets info about medical, legal, social, and financial needs. This is used to build the Hope Care Plan. It covers the beneficiary’s needs and wishes. The Trustee will use these to provide for your child.
They use your Hope Care Plan to create a Special Needs Trust rough draft. Hope Trust recommends taking this draft to a Special Needs attorney in your state to confirm it meets local requirements. They may also serve as Trustees for Special Needs Trusts they do not write.
You can either have Hope Trust manage the Trust's money or use a Financial Advisor. If you have a good existing relationship, keep it. However, if you are not working with someone, or you're not happy, I think they offer a great solution.
Full disclosure - I am not taking your situation, or any fees, into consideration. I strongly recommend you do your own research and comparisons. Want a free tool to compare Trust companies? I've built one, you can get it here: https://www.specialneedsnavigator.us/free-tools/how-to-pick-a-trustee
As an Amazon Associate, I earn commissions from qualifying purchases.
For more information about True North Disability Planning you can find us here:
Web: https://truenorthdisabilityplanning.com/
Blog - https://ejorgensenwordpresscom.wordpress.com
Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning
Waypoints - https://waypoints.substack.com/
Facebook: @TrueNorthDisabilityPlanning
Twitter: @NeedsNavigator
Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning
---
Send in a voice message: https://podcasters.spotify.com/pod/show/abcs-disability-planning/message
Support this podcast: https://podcasters.spotify.com/pod/show/abcs-disability-planning/support
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By ABCs of Disability Planning
5
99 ratings
Phone: (833) 467-3878 | Email: [email protected]
Web: https://www.hopetrust.com/
Hope Trust has reinvented Trust management and oversight. They offer a white-glove service. They answer "Who is going to help my child when I am gone". They have made the letter of intent simple to do.
Their Hope Care Plan starts the same as most LOIs. However, it goes beyond what you will get in an LOI. There are over 6,000 questions in the Hope Care Plan. It's like the old "choose your own adventure" books. I really think it's amazing technology! Worth completing even if you don't have them serve as Trustees.
A Hope Care Plan is a custom guide about knowing and caring for your loved one. Hope Trust gets info about medical, legal, social, and financial needs. This is used to build the Hope Care Plan. It covers the beneficiary’s needs and wishes. The Trustee will use these to provide for your child.
They use your Hope Care Plan to create a Special Needs Trust rough draft. Hope Trust recommends taking this draft to a Special Needs attorney in your state to confirm it meets local requirements. They may also serve as Trustees for Special Needs Trusts they do not write.
You can either have Hope Trust manage the Trust's money or use a Financial Advisor. If you have a good existing relationship, keep it. However, if you are not working with someone, or you're not happy, I think they offer a great solution.
Full disclosure - I am not taking your situation, or any fees, into consideration. I strongly recommend you do your own research and comparisons. Want a free tool to compare Trust companies? I've built one, you can get it here: https://www.specialneedsnavigator.us/free-tools/how-to-pick-a-trustee
As an Amazon Associate, I earn commissions from qualifying purchases.
For more information about True North Disability Planning you can find us here:
Web: https://truenorthdisabilityplanning.com/
Blog - https://ejorgensenwordpresscom.wordpress.com
Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning
Waypoints - https://waypoints.substack.com/
Facebook: @TrueNorthDisabilityPlanning
Twitter: @NeedsNavigator
Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning
---
Send in a voice message: https://podcasters.spotify.com/pod/show/abcs-disability-planning/message
Support this podcast: https://podcasters.spotify.com/pod/show/abcs-disability-planning/support
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