Achieva offers informative resources from each of the families within our organization. Filter by keyword, category or topic to assist in your search.
The Joinder Agreement is a document that needs to be filled out to enroll in the Pooled Trust or to start the application for the Charitable Residual Fund.
This pdf form is to be filled out and submitted in order to open an account for a special needs trust with Achieva Family Trust.
List of PA attorneys familiar with special needs trusts.
Achieva Family Trust's Charitable Residual Handbook is a comprehensive look at the Charitable Residual Fund, how it relates to Pooled Trusts, and the steps needed to apply.
A detailed comparison between the benefits of ABLE Accounts and Special Needs Trusts including contribution specifics and eligibility.
Achieva Family Trust's Fund Request form for beneficiaries to request funds from their trust account.
Achieva Family Trust is a nonprofit corporate trustee for people with disabilities to protect their financial assets. If you are managing the financial assets of a person with a disability, learn more