Hope Trust

Special Needs Financial Planning; Care Planning; Trust Administration

Raising $1,500,000
(

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HOPE TRUST SERVICES: OVERVIEW

Hope Trust is a technology-based special needs planning and trust administration platform designed to help those with challenges achieve their potential and live fuller, more rewarding lives. Working as a trustee, or seamlessly with third-party trustees and investment managers, Hope Trust enables families and professionals to create a comprehensive life plan and provide holistic financial planning, case management, and fiduciary services, such as managed distributions and government benefits navigation.

WHO WE SERVE:
THE ADDRESSABLE MARKET

THREE TIERS OF SERVICE
GENERATE REVENUE

THE HOPE CARE PLAN:
OUR CORE OFFERING

The foundation of our technology is the Hope Care Plan, which is created using our comprehensive and innovative intake questionnaire.


The Care Plan is an easy-to-read document that gives a holistic view of the beneficiary and can be shared with family members, caregivers and professionals in their circle of support.

BEYOND THE PLAN: THE HOPE PORTAL

Grantors Can Use the Portal to:

  • View Budget and Account Info
  • Update the Care Plan 24/7/365
  • Save Important Documents to the Document Vault
  • Communicate with the Beneficiary, Hope Trust Staff, and Their Legal and Financial Professionals 
  • Add New Users (i.e. the Team of Advisors from all disciplines) and Adjust Permissions

Beneficiaries Can Use the Portal to:

  • View Their Budget and Make Disbursement Requests
  • Request Concierge Services such as Bill Pay, Order Groceries, Schedule Transportation, Schedule a Doctor’s Appointment, or Request Concert Tickets
  • Request Emergency Services to Their GPS Location, Dispatched via the Portal
  • Manage Their Calendar of Scheduled Services

THE MOBILE APP

INTEGRATING THE DISCIPLINES

Holistic planning requires an interdisciplinary team of professionals.

Our technology and services connect the many disciplines families lean on when planning for their loved one with special needs.  These disciplines are usually siloed and often contradict the work of another in ways that can irreparably harm the beneficiary’s planning.

WITHOUT HOPE:
THE CURRENT LANDSCAPE

HOPE TRUST TURNS PROBLEMS
INTO SOLUTIONS

HOPE ALWAYS PREVAILS

SPREADING HOPE:
STRATEGIC B2B PARTNERSHIPS

Hope Trust has forged strong relationships with key B2B partners, some formally secured, and others in the pipeline.  These partners include industry leaders in insurance, financial services and more.

Partners provide additional revenue to Hope Trust: Insurance partners will pay Hope Trust ~30% of their commission for life insurance policies sold using our special needs planning tools.

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