For families that have a member with special needs, the number one question on parents’ minds is: What is going to happen to my child when I am gone? Hope Trust seeks to provide a more complete answer to that question than has ever existed for the 32MM US families struggling to plan for their loved one’s needs. Our app walks users through the creation of a care plan, a document that holistically details the daily life of the loved one with challenges. Their daily schedule, medical, legal, financial, and psychological needs are all documented in an easy to read report that can be shared with family members or future caretakers. As this is the first technology based care planning platform, the ability to update the questionnaire and care plan on a 24/7/365 basis allows for revolutionary real time changes, ensuring that all family members, caretakers and trustees can receive up-to-the-minute updates reflecting changes in health or circumstances. Not only does the care plan help family ...
For families that have a member with special needs, the number one question on parents’ minds is: What is going to happen to my child when I am gone? Hope Trust seeks to provide a more complete answer to that question than has ever existed for the 32MM US families struggling to plan for their loved one’s needs. Our app walks users through the creation of a care plan, a document that holistically details the daily life of the loved one with challenges. Their daily schedule, medical, legal, financial, and psychological needs are all documented in an easy to read report that can be shared with family members or future caretakers. As this is the first technology based care planning platform, the ability to update the questionnaire and care plan on a 24/7/365 basis allows for revolutionary real time changes, ensuring that all family members, caretakers and trustees can receive up-to-the-minute updates reflecting changes in health or circumstances. Not only does the care plan help family members know that they their loved one will be properly cared for, but it also provides the gold standing of know your client (KYC) for banks and trust companies who serve this population. Rather than receiving a trust with a generic language, trust officers will have the knowledge and guidance to properly serve a challenged beneficiary, meaningfully reducing fiduciary risk.

After completing the care plan, the app also uses the responses to the questionnaire to generate a custom 3rd party supplemental needs trust. The Hope Care Plan, combined with the customized special needs trust, lays the groundwork for the family to plan for their loved one’s financial future. Using our MYTO tool (Meet Your Trust Objectives), the beneficiary’s budget, including their government benefits, can be incorporated into the plan, allowing a Financial Advisor to deliver a solution tailored to meet their client’s needs. Hope Trust offers comprehensive training to participating FAs to ensure that they are well equipped to serve the special needs community.

For our more affluent clients, Hope Trust will soon offer a full suite of concierge services to help families with special needs planning: creating an IEP, finding doctors, group homes, rehab centers and more.Finally, when parents or grantors are no longer able to provide daily support or pass away, Hope Trust, working with banks and trust companies, can ensure that critical services and support are provided throughout the beneficiary's lifetime.
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Employees

Daria Placitella
Admin
Daria Placitella CEO A creative top performing Senior Financial Servies Executive with a demonstrated track record in business development through innovation.