Pooled Minor’s Trust

FOR THE SOLE BENEFIT OF A MINOR

When minor children receive money or other assets in their own name, outright, court orders are often issued to ensure the child’s best interest. So, when a minor child receives a judgement, settlement or an inheritance, the Court often recommends the money be held in a Trust until the child becomes a designated age – often 18, 21, or 25. This is where we come in. Our Pooled Minor’s Trust has been designed to house money, while safeguarding funds for the minor beneficiary’s future.

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MINOR’S BEST INTEREST

A Pooled Minor’s Trust can be designed to pay for approved expenses for the sole benefit of the minor child OR keep the funds untouched until a designated age. This approach, fosters and encourages happiness, security, mental health, and emotional development into young adulthood.

BENEFICIARY SERVICES

Whatever you need, we are here for you. We are waiting for your call with open arms and open ears — because at Secured Futures, you are part of our family. Beneficiaries and their family members can count on us to be there to advise, coach, and support them when needed.

UTILIZING FUNDS

We make it easy to access funds. From small to medium payouts, for bills and shopping, to large payouts, for cars and houses, beneficiaries have the option to either use their True Link VISA card for purchases on the go or submit requests as they come up.