Elder Law Attorneys Trust Us to Refer Their Clients
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Why Elder Law Attorneys Prefer KTS Pooled Trust for Their Clients
For over a decade, we have assisted clients of elder care attorneys in qualifying for Medicaid Home Care benefits. Get one-on-one service from our dedicated attorney representative. Joinder approved within the hour.
- Better care for your clients: We understand you value the relationships you’ve built with your clients and their families and will provide exceptional customer service to them.
- Trusted reputation and hundreds of 5-star reviews: The only call you’ll get from your client about KTS is a “Thank You” call for referring them to us!
- Exclusive services: Fast funds with same-day disbursement and next-day electronic bill payments. 24/7 access to manage bills, balances, and transactions via mobile app or online.
- Expertise in unique situations: We have years of experience dealing with thousands of clients with various needs. Elder law attorneys trust our good reputation in the community.
Schedule your short intro call today to learn more about how we can help your clients.
Attorneys: Schedule Your Quick Intro
Schedule your quick meet and greet with Sam Schwartz, our CEO, on how KTS works with the clients of elder law attorneys.
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What Makes KTS Pooled Trust Different?
KTS has been collaborating with elder law attorneys for over a decade, and we understand that your reputation is of utmost importance to you. We keep this in mind every day when serving the clients you refer to us, ensuring that the only feedback you receive is a thank you for sending them to KTS.
We recognize that we serve an elderly population that has been managing their own affairs for many years. We understand that letting someone else handle their bills and transitioning these responsibilities can be challenging for them. That’s why we work hard to address their unique needs and alleviate any anxiety related to this process.
At KTS, we make a welcome phone call to each client to discuss how they plan to use the trust. During this call, we talk about the specific bills they would like to pay, including the amounts and details for each bill. We also discuss which bills can be set up for recurring monthly payments to simplify the process. This allows us to set everything up in advance to avoid any issues and ensure a smoother experience for our clients. We will take the time necessary to ensure they are comfortable with the process and feel confident moving forward.
Why Do Elder Law Attorneys Prefer Us
We Provide Better Care For Your Clients
We understand that your time is valuable, and we want you to confidently delegate the next responsibility, knowing that your clients are in excellent hands. We appreciate the relationships you have built with your clients and their families, and we work diligently to ensure that those relationships remain strong.
Dedicated Attorney Representative
KTS will assign you a dedicated representative who is available to assist you at a moment's notice. Your calls will be answered immediately, and your emails will receive prompt responses. Joinders will be approved in under an hour, and we will provide you with any necessary paperwork without delay. We are committed to ensuring you receive the attention you deserve right away.
Customer Driven
We take pride in having over 950 highly rated reviews that reflect our commitment to providing exceptional service. Our representatives are patient and kind, dedicating the necessary time to address any concerns clients may have and offering support when needed. There are no long waits, unanswered calls, or emails—we respond immediately.
Simpler Process & Innovative Software
We take pride in keeping our system simple for our members, guiding them through every step of the process with personalized care. Our streamlined processes and state-of-the-art software ensure meticulous oversight and include safeguards against errors, allowing us to manage member funds accurately and efficiently. Members can always access their account information online or through our automated phone system to check their balance and view recent transactions. They can also securely upload bills, update ACH information, set up recurring payments, and more.
Better Bill Payment
We provide same-day electronic payments and promptly enter disbursements into our system within an hour. Almost all payments go into our larger biller network, ensuring they are paid electronically the next day. For payments that require a check, we send them from our office, and they typically reach their destination within 2-3 days—unlike other trusts that use banks that send checks from out-of-state facilities that can take 7-10 days. We also offer direct deposit for any payment; all we need is a short form filled out with some banking information. Additionally, we'll pay bills for up to 90 days following a member’s passing.
Fee Flexibility
When an attorney or client requests flexibility due to special circumstances, we recognize that some clients may face financial challenges. To support those experiencing difficulties, we are willing to reduce or waive our enrollment fee and/or offer discounts on our monthly fees in certain situations. When flexibility is requested by an attorney or client due to special circumstances, we understand that some clients may struggle financially. To support those who are experiencing difficulties, we are willing to reduce or waive our enrollment fee and/or offer discounts on our monthly fees in some circumstances.
Convenient Debit Card
Our debit card can only be used for living expenses in a manner similar to spending money held in the trust. It is restricted from use in all other places. This feature allows clients to use their funds more independently, especially if they do not have their own credit cards. KTS can easily load the debit card using the clients' funds from their trust accounts.
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