Signing up is simple, and we’re happy to help you along the way.
- Complete the Joinder Agreement Application
- Sign it and have it notarized (we can help with this!)
- Submit it with your enrollment fee
You can add money to your trust in whatever way is easiest for you:
- Electronic transfer (ACH)
- Direct deposit
- Check or money order
Important: deposits must come from the Medicaid recipient's funds.
You have three easy options:
- Use your LIFE Visa Card (fastest)
Transfer funds to your LIFE Visa card and pay bills yourself for immediate control. - Set up recurring bills
For monthly expenses like rent or utilities, we can pay them automatically. - Submit one-time bills
Upload or send us the bill through the portal, email, or fax. Payments are processed within 3 business days.
- Rent or mortgage.
- Utilities
- Phone and internet
- Medical and dental costs
- Insurance
- Transportation
- Home care or personal needs
If you're unsure, just ask us.
There is a one-time enrollment fee and a small monthly administrative fee.
No security deposits. No escrow requirements. No hidden fees.
Absolutely. Our friendly trust counselors are available:
- Monday–Thursday 9am–5pm
- Friday 9am–2pm
We’re happy to walk you through everything.