Pooled Support Trust

WEALTH TRANSFERS

When it comes to supporting a person’s health, education, maintenance, and/or support a Support Trust makes it easy. Often used as an estate-planning tool, this Trust helps pass wealth from one generation to the next. This flexible Trust option addresses long-term support for individuals, while protecting funds from wasteful spending. Grantors will have peace of mind knowing the funds will be professionally managed and overseen, keeping the family unified from one generation to the next.

CORPORATE TRUSTEE

Stewarding wealth means putting into practice core values which will sustain individuals as well as their fortune. A Pooled Support Trust with Secured Futures means professional management and oversight of funds. This ensures the grantor’s wishes are fulfilled.

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.

Young woman smiling

HIGHLIGHTS

  • Flexible long-term support.
  • For the sole benefit of an adult or minor.
  • Not intended to relieve a parent or guardian of his or her duty to support a minor beneficiary.
  • Protects funds from unintended or wasteful use.
  • Someone answers when you call, or we’ll call you back.
Young woman smiling

HIGHLIGHTS

  • Flexible long-term support.
  • For the sole benefit of an adult or minor.
  • Not intended to relieve a parent or guardian of his or her duty to support a minor beneficiary.
  • Protects funds from unintended or wasteful use.
  • Someone answers when you call, or we’ll call you back.

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FREQUENTLY ASKED QUESTIONS

We accept accounts of all sizes, so we have no minimum. However, we recommend establishing the Trust with at least $40K for the best experience. If you have less than that, we can still manage and establish your account.

Yes. Our Pooled Trust can accommodate accounts of all size, both big and small.

Funds within a Trust are conservatively invested to preserve capital for as long as possible. Interest and gains are part of the beneficiary’s trust assets.

Beneficiaries have the option to either use their True Link VISA card for purchases or request disbursements from their Trust Administrator as defined in their Trust agreement.

The family, or guardian, informs Secured Futures of the passing and sends in a copy of the death certificate. Once received, the remainder beneficiary instructions on the Trust agreement are followed.

The beneficiary of any Pooled Trust can request to transfer to another Pooled Trust. The Trusts are irrevocable and cannot be terminated except by court order.

READY TO SETUP A POOLED TRUST?