Joining SSNPT

Establishing and accessing your sub-account is very easy with the Settlement Solutions Pooled Trust.  Here is how the process works:

  1. Complete the SSNPT intake (provided upon request).
  2. The joinder agreement and trust documents are prepared by an elder law attorney using our proprietary on-line platform and then sent for execution.
  3. Thereafter, a document review consultation will be done to answer questions.
  4. Consult with your attorney and sign documents. Funding instructions are provided to your personal injury attorney.

You will need the following for your attorney:

  • A photocopy of your driver’s license, state ID card, military photo ID, passport, or other photo ID.
  • If a court order is needed we will work with your attorney (oftentimes where the Beneficiary is a protected person under a guardianship).

After we receive all documents, you will receive instructions on how to fund your account. Once your Pooled Special Needs Trust sub-account is funded, you will be able to begin making disbursement requests almost immediately. You will also receive a welcome packet. For more detailed information on completing the Settlement Solutions National Pooled Trust Joinder Click Here.

Testimonials

Many of my clients have joined or have helped a family member join the Settlement Solutions National Pooled Trust. My experience working with this pooled trust has always been very positive.

Derek B. Alvarez, Tampa, FL

The Settlement Solutions National Pooled Trust are user friendly, fast, efficient and most importantly cost effective.

Anthony F. Diecidue, Esq., Tampa, FL

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