SERVICES FOR

FIDUCIARIES

ARE YOU A FIDUCIARY WHOSE CLIENTS NEED ADDITIONAL SUPPORT?

WE CAN HELP.

We deliver excellent, trusted service at a more affordable price point than most Case Management providers. Here’s how we can meet your clients’ needs.

WE CAN HELP YOUR CLIENTS WITH

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MONEY MANAGEMENT & BUDGETING 

We help people budget their monthly income to pay bills and household expenses on time. Our knowledgeable team leans on their experience to advise individuals on common financial pitfalls often faced. As a result, your clients should not need to access their special needs trust to cover their monthly expenses.

We encourage the use of the True Link Card, a customizable, reloadable Visa card that offers special needs trustees and guardians a simple way to disburse funds, manage how money can be spent, and protect client finances.

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APPLYING FOR HOUSING &

PUBLIC BENEFITS

We gather the required documents, apply for, and advocate for all benefits available to our clients and frequently revisit eligibility for additional benefits as life circumstances change. Our Benefits Planners, certified through Cornell University’s Benefits Practitioners training series, assist our Case Managers when complicated situations arise.

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COORDINATING MEDICAL APPOINTMENTS

Our Case Managers assist with making appointments and can accompany individuals to appointments if desired. We document what takes place at appointments for fiduciaries, so they remain up-to-date about their clients’ needs.

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DAY-TO-DAY,

ONE-TO-ONE SUPPORT

Our Case Managers provide one-to-one support wherever the individual is most comfortable meeting – in their home, at a coffee shop, at the grocery store, and more.

ADDITIONAL DETAILS

Our Case Managers will also assist with:

  • Record keeping and expenditure tracking

  • Leveraging our knowledge of local housing resources, tracking current and upcoming opportunities for vouchers, subsidies, below-market units, and compiling documentation for applications to apply for and secure housing 

  • Hiring and training in-home care, including In-Home Support Services (IHSS), services through long-term care insurance policies, and private attendants

  • Working with individuals with a mental health diagnosis and referring them to a counselor, therapist, or 24-hour crisis support if needed

  • And additional customized services.

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"As a professional fiduciary working on behalf of vulnerable clients, I need to partner with only the most effective, reliable and trustworthy people and agencies. LifeTrust Care checks all those boxes and more. They’ve been invaluable in helping me with a variety of services: placing clients in appropriate and affordable senior housing, providing ongoing support and life skills training to clients, advising me on my clients’ public benefits planning, and assisting with their MediCal applications. I can always count on them as knowledgeable thought-partners and caring service providers, who will help me meet my clients’ needs without breaking their banks!"

Jennifer Keystone,

Keystone Consulting

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“We have partnered with a highly trained and experienced social worker who is providing
in person services, transportation, assistance with shopping, banking, and companionship to my out-of-state client’s disabled relative at an affordable cost. The strength of this program is its complete flexibility to serve disabled persons of all ages with just the service they need. They provide highly skilled staff. The assigned worker had such a variety of skills that she drove the client to appointments, helped her furnish her apartment, assisted her with paperwork, and did the tech support that allowed the client to use email and do online banking.”

Patricia Tobin,

Law Office of Patricia Tobin

REACH OUT FOR MORE INFORMATION ON HOW WE CAN MEET YOUR CLIENTS’ NEEDS.

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"As a private fiduciary firm, we deal with a variety of issues on behalf of clients, including budgeting, securing housing, providing advocacy for medical issues, and accessing public benefits. None of these tasks are without complications. As the fiduciary it can prove to be time consuming and thereby expensive for the client to have us coordinate the delivery of these needs. We were fortunate to begin working with the Life Trust Care (LTC) program because they have experience effectively traversing all those needs. The LTC has made a difference in the lives of several of our clients by helping to develop and implement their budgets, getting them into affordable housing programs that we didn’t know existed, diligently navigating bureaucracies, and working with our clients to access the maze of mental health services. The Life Trust Care program has provided support in those areas for our clients at a much more affordable price, and more efficiently than we could have found elsewhere. The Life Trust Care program is a highly beneficial service for our clients and the people who support them. "

Herb Thomas,

Kairos Fiduciary Services