Pooled Trust NY and Other Personal Financial Services

A BalancedCare Pooled Trust can help you preserve your monthly income for living expenses, and still qualify for Medicaid, SSI, and other Public Benefits. We are a trusted, non-profit organization, offering you and your loved one's
peace of mind, and a better solution!

Learn How a Pooled Trust Can Preserve Your Monthly Income & Qualify For Benefits That You Need!

What is a Pooled Income Trust?

A pooled income trust is a type of Supplemental Needs Trust operated by a non-profit organization for the benefit of a person with disabilities no matter the age to help them qualify for Community Medicaid benefits.

See What It Could Mean For You!

Use our Calculator to see how joining a Pooled Trust will help you qualify for Medicaid and still have funds available to pay for your living expenses.

Let’s Get Started!

We are here to help you, answer your questions and simplify the process. Click Here to Get Started!

Here Are Some Important Reasons to Choose BalancedCare!

Trusted Non-Profit

Designated VA Fiduciary & Social Security benefit administrator.

Exceptional Support

Our staff offers knowledgeable, compassionate customer service.

Simple to get started

Our staff will help you through the entire application process.

Low Maintenance Fees

As a non-profit agency, we maintain some of the lowest industry fees.

No Minimum Balance

You do not need to carry excess money to keep an active account.

24/7 Client Portal Access

View your account activity anytime, to review payments, deposits, etc.

Automatic Bill Paying

All applicable bills will be setup to be paid automatically, on time.

Automated Deposits

We setup direct deposits to your account, from your account.

Pooled Trust Completion

BalancedCare will submit your pooled trust packet to Medicaid

Try the BalancedCare Pooled Trust Calculator to See Your Savings!

Our Clients

Our #1 source of referrals.

You have been nothing short of amazing! Without your kind assistance, we would still be in limbo with my mother's Medicaid application. I will be happy to share our experience with you, to any facilities that may be in need of your services!

Terri

We Are a Trusted Agency For the Veterans & Social Security Administrations.

Rep - Payee

VA Fiduciary

Pooled Trusts

If you have questions, we’re here to help, so lets talk!

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Call Our Office

Often times a phone call can answer all your questions at the same time. We are always happy to talk to you.

Call (585) 360-1854

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