Pooled Preservation Trust
INCOME AND SPENDTHRIFT PROTECTION
When it comes to creating steady income for adults, while protecting funds from unintended or wasteful use, our Pooled Preservation Trust is a quick and flexible option. Our Pooled Preservation Trust ensures the beneficiary receives a specific amount of money on a regular basis – biweekly, monthly, or annually. This trust fund also allows additional disbursement options to cover additional, costly, expenses. This Trust is the ideal option for adults who receive an inheritance, settlement, or award from the Court.
EASILY ADAPTABLE
Our Pooled Preservation Trust allows adults to benefit from a continuous stream of income from a Trust. Such payments can be easily modified to respond to altered circumstances or conditions. This Trust is ideal for protecting wealth and leaving assets to family.
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.
HIGHLIGHTS
- Flexible and customizable.
- Periodic disbursements from the Trust.
- Protects funds from unintended or wasteful use.
- Someone answers when you call, or we’ll call you back.