4.93
1,000+ Reviews
Trusted by 12,000+
Since 2012
Discover the advantages of our customer-first approach to pooled trust management.
Hear from satisfied clients who successfully navigated the Medicaid qualification process.
Find answers to common questions about our pooled trust and Medicaid eligibility.
Create a personalized strategy to secure your home care benefits eligibility
Follow our clear roadmap to qualify for Medicaid benefits regardless of income
Get expert answers to complex Medicaid qualification and application questions
Stay informed with the latest updates on Medicaid policies and eligibility requirements.
Access all necessary documents to establish and manage your pooled trust account.
Expand your knowledge about pooled trusts, Medicaid, and elder care planning.
Read practical insights and guidance for navigating Medicaid and pooled trusts.
Partner with us to provide your clients with the most competent Pooled Trust services.
Discover how we've helped thousands qualify for Community Medicaid and home care benefits since 2012.
Discover how our grants support non-profits focused on helping people with disabilities.
Serving all New York counties with personalized pooled trust services
Joinder Agreement (Application)
Application Instructions
Direct Debit (ACH) Form
Brochure
Fee Schedule
Instructions For Filing
Disbursement Form
Recurring Disbursement Form
Disbursement Direct Deposit/E-Pay Form
KTS Combined Application
MAP 3177
DOH 5139
DOH 5173
Sample HIPAA
DOH 5143
MAP 751E
Accessibility Tools
