FUELING GOALS AND PROVIDING PEACE OF MIND

Whether a person is awarded money during a settlement, receives an inheritance, or preparing to transfer their wealth, our Pooled Trusts can be a great solution – No matter the amount.

OUR MISSION

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At Secured Futures, we help children and adults maintain their government benefits, protect their money and manage their spending.

As a national nonprofit organization, we are committed to providing professional pooled trust administration services.

OUR POOLED TRUSTS

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Special Needs Trust

MAINTAIN GOVERNMENT BENEFITS

Support for children and adults with disabilities, ensuring needs-based government benefit eligibility.

DESIGNED FOR:

  • Minors and adults with disabilities

  • Receivers of needs-based government benefits

  • Recipients of personal injury settlements

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Minor’s Trust

FOR THE SOLE BENEFIT OF A MINOR

Oversight and management of funds until a minor reaches a designated age – often age 18, 21, or 25.

DESIGNED FOR:

  • Minors who receive an inheritance outright

  • Minors who receive a settlement

  • Requires a court order

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Preservation Trust

INCOME AND SPENDTHRIFT PROTECTION

Steady income for adults, while protecting their remaining funds from unintended or wasteful use.

DESIGNED FOR:

  • Recipients of personal injury settlements

  • Family members who want to leave assets to an adult family member

  • Wealth and asset protection

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Support Trust

WEALTH TRANSFERS

Estate-planning tool that allows an individual to transfer their wealth to family members.

DESIGNED FOR:

  • Paying for someone’s health, education, maintenance, and/or support

  • Recipients of personal injury settlements

  • Adults and minors who receive an inheritance

Client Testimonials

5 Yellow Stars in a row

“After struggling with many other agencies having the experience of working with Secure Futures was literally a blessing! The process was organized, structured, easy, and very responsive! The interactions I had with representatives was not only helpful, but pleasant and reassuring. Finally, an agency we can truly trust, and with which we enjoy working! Thank you Secure Futures!”

Cheryl H.

5 Yellow Stars in a row

“Secured Futures is one of the best services you can ask for. Their partnership and expertise made each request and or process seemingly easy. I recommend them highly for your financial needs! One Happy Client ☺️”

Pastor Leonora W.

5 Yellow Stars in a row

“I am beyond satisfied with the services provided by Secured Futures. The staff is very professional and informative. They take the time to walk you through the process and answer all our questions. It has been evident from the first meeting that my client’s funds are in excellent hands. I look forward to growing in my working relationship with Secured Futures.”

Mekesha H.

GET MORE INFO

Learn more about our Trust Services and get updates from Secured Futures