LIFE, Inc. Pooled Trusts — Local services in Town of Hempstead

This was my first time looking for a trust For my sister who is disabled. I received Referrals for several different trust’s but quickly narrowed it down to three. All three would meet my needs but life, inc pool trust was the most reasonable when it came to monthly and annual fees, during my conversation with Brian everything was laid out in terms that I could understand. He took the time to reach out to my Sister and actually filled out 90 percent of the paperwork over the phone. I would recommend them to anyone who has this need ,do your research and compare I don’t think you‘ll Be...

Brian was very informative and professional. His Zoom seminar answered my basic questions and then he worked with me individually to get my paperwork organized. He made the pooled trust enrollment process smooth and seamless. Being able to do the remote notary procedure was particularly helpful, since my Mom is 102 and in a wheelchair. I just learned that our first payment from Life, Inc. was received by our management company so the system is working and I couldn’t be more satisfied. Their customer support system is responsive as well. You can’t go wrong with...

Responsive and available to answer all of my questions, personal attention given to all of my concerns. We have a need to setup a pooled trust to qualify for NYS Medicaid, this provided us an opportunity to stay below the income threshold legally and qualify. Brian Lawrence at Life, Inc. Pooled Trust was able to answer my questions, explain the process and fee structure. We maintain control over the deposits and distributions. Note they are not a Medicaid Q&A. They manage an irrevocable pooled trust that we...