Resources and Forms

The following resources are made available by ACHIEVA Family Trust to assist beneficiaries, caregivers, and advisors.

Frequently Asked Questions
Types of Trusts: Pooled, Payback, Common Law Trusts
Estate Planning
Pooled Trust Joinder Agreement
Master Trust Agreement
Common Law Trust Sample Language
Attorneys Specializing in Trusts for People with Disabilities
Policies and Procedures for Disbursement
Examples of Distributions
Consent to Obtain or Release Confidential Information
Fund Request Form
Request to Begin Standing Order
Respite Reimbursement Form
Mileage Reimbursement Form
Government Benefit Primer

Obtained government approval to be the first in the country to provide family trust pooled services to help families plan and privately finance support for loved ones with disabilities.