Test Page - Welcome to Everfund Pooled Trust

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What we do

At Everfund our mission is to improve the quality of life of the elderly and disabled.

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How we do it

We assist them in providing funding options to safeguard their income and allow them to remain or become fully eligible for Medicaid. At Everfund we value every customer.

We believe in serving and assisting you all the way. We always take the efficient and simple approach, doing all the work and keeping you in the know.

Keep It Your Way

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engagement, sales and loyalty.We Simply drag&drop elements.

Customer Service.

We are always here to assist you never hesitate to contact us with your questions and comments.

You are in control of your money.

Enjoy the freedom with the knowledge that you are in control of your money, while we safeguard your monthly excess income.

Personal Home visits.

At Everfund you get to expect personal service. We come down to your house and work with you at your time, place and convenience.

Committed to caring.

We are always committed to what we do and we believe in giving you a pleasurable experience.

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Get to know your case manager.

We designate a case manager for each account to ensure a smooth process throughout.

Your online presence is what helps businesses grow by having a high visibility among potential customers. Any business, big or small, should have the online presence expansion as a key part of their.

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Why choose us?

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What is a pooled trust?

A pooled trust is a unique type of trust operated by a federally approved 501(c)(3) that allows disabled individuals of any age to preserve their income and assets, so that they may become or retain financial eligibility for public benefits such as Medicaid Home Care.

What should I need to join a pooled trust?

Under current New York Medicaid law, income in excess of the monthly Medicaid allowance must first be spent down on home care or medical expenses prior to receiving Medicaid coverage. Unfortunately, the guidelines do not exempt living expenses, such as rent, food, clothes or utility services when calculating an applicant’s excess income. As a result, Medicaid recipients may not have a sufficient amount of funds to maintain their standard monthly living expenses. Per state and Federal regulations, any disabled individual that deposits their monthly excess income into a pooled income trust will not be subject to rules that regularly apply to monthly excess income. The deposited income will therefore not be counted as available income required to be spent down.

What are the basic requirements for joining?

1) The beneficiary must be disabled as defined by law. This typically includes age-related infirmities.

2) The Trust Account must be established by the Beneficiary. A court-appointed guardian or Power of Attorney is a viable option too.

3) The Trust account must be established solely for the benefit of the Beneficiary .

How do I benefit from a pooled income trust?

By establishing a Pooled Income Trust, the beneficiary obtains the benefit of having their monthly income available to them to pay for their living expenses without contributing to the cost of their medical care.

How do I join the trust?

Joining Everfund is simple. As soon as the beneficiary or an authorized representative submits a completed and signed Joinder Agreement accompanied by the enrollment fee, the enrollment is completed.

We'll help you

get there!

You are in control of your money.
We come down to your house and work with you.
Contact us with your questions and comments.
we believe in giving you a pleasurable experience.