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White Logo for Aged Trust a Non-Profit for Elderly and Disabled

We help make life affordable!

Healthcare, medication, and living expenses are increasing, but you can save on costly care expenses with an AGED Pooled Special Needs Trust.

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Who is AGED Trust?

AGED Trust is dedicated to supporting seniors and individuals with disabilities in Florida who do not qualify for government benefits, like Medicaid, because of excess income or assets. Serving as trustee for various Special Needs Trusts, including pooled and non-pooled options, AGED Trust has no account size restrictions, making support accessible to everyone regardless of their financial situation.

We can help you, or a loved one, qualify for government benefits like Medicaid, reduce medication and healthcare costs, and reduce facility expenses while preserving assets for a better quality of life.

Why Choose AGED Trust?

  • Friendly, personalized customer service
  • Benefit Specialist on-hand to assist with Medicaid questions and applications
  • Strong safeguards to protect your money
  • Options to leave remaining trust funds to heirs or community programs

AGED Trust is here to help you secure your future, maintain your independence, and access the benefits you deserve.

Contact us today for a free consultation.  AGED does not provide legal advice. Seek advice from a qualified attorney as needed.

What Makes AGED Trust Different?

AGED Trust has checks and balances in place to ensure client funds are protected. These safeguards include:

  • Transparency: Clients have access to their accounts online to review balance and account activity and download statements

  • Audited Financials: We have audited financial statements available upon request to promote transparency and accountability in our financial operations

  • Quarterly Statements: Trust statements are mailed to clients quarterly
  • Multi-level Approval Process: Our multi-level approval process provides checks and balances for trust fund and company fund transfers
  • Elder Law Attorney Oversight: We meet regularly with an independent board-certified Wills, Trusts, Estates and Elder Attorney Firm to ensure AGED Trust is complying with ever changing statutes, laws, and regulations.
  • Using True Link: Trust assets are held by qualified securities custodians and FDIC-insured banks to ensure the security of client’s funds. We utilize True Link Financial, Inc. for trust software and True Link Financial Advisors, LLC. for trust investments. True Link also provides monthly trust reconciliation to AGED Trust, which are verified against our internal records to ensure accuracy. True Link has been in the Special Needs Industry for more than a decade and manages more than $1 Billion dollars for over 25 pooled trust companies throughout the US.
  • Utilizing Independent Service Providers: We utilize service providers for company and trust services such as accounting services, payroll services, investment services, and IT services of which no AGED Trust employees have any financial ownership or interest in.
  • Independent Board of Directors: AGED’s board of directors consists of seven individuals who meet with the Executive Director, Senior Trust Advisor, Accounting & Finance Manager, and Office Manager quarterly to review financial statements and other business. No one on the board of directors is employed by AGED Trust or any of AGED Trust’s independent service providers.

Who Can an AGED Trust Help?

Senior Man sitting on a bed solemnly

Individuals unable to afford medications and copays.

Elderly women with a nurse in a nursing home

Nursing homes and assisted living residents.

Younger man in a wheel chair using his laptop to research his financial options as a disabled individual

Persons with disabilities who are unable to work.

Young man smiling in a greenhouse.

Adults with developmental disabilities.

Learn More

People are talking about AGED...

"Please let all at AGED know how much I appreciate the services they provide.

They have been a great blessing to so many, especially me.

I have lost in the last two years, all my cases, and at 70 (Oct 71). I am ready to spend time with my 4 grandchildren, and care for my own family. It was an amazing journey, enhanced so much by AGED. A new set of adventures await me."

Peggy N.
AGED Client

“Looks like my mom is all set up with her new insurance, Medicaid and all associated benefits. Please pass along a big thanks to everyone at AGED that has helped with this entire process. I have come across so many folks at AGED and every single one of them have been incredibly helpful. I really thought this was too good to be true and it has been a godsend for my mom. I wish I had known about this benefit a long time
ago.”

Juan C.
Advocate of AGED Client

“When I found AGED, my medical expenses were high, and my house was in foreclosure. I average going to the hospital three times a year, and I no longer worry about the expense because of the benefits they helped me obtain. If it wasn’t for AGED, I wouldn’t be in my house anymore. I don’t know where I would be now. Their trust changed my life. I tell everyone I can that AGED is a wonderful company.”

Jill S.
AGED Client

“With everything we’ve had to go through with mom, AGED has been the one place we have never been unhappy with. AGED excels in customer service in a time when customer service has gone by the wayside.”

Timothy F.
Advocate of AGED Client

 “The Pooled Trust with AGED has had a life changing improvement for many of my clients with high medical expenses. For some clients the savings between the medications and provider co-pays is over $7,000 per year, when they qualify for Medicaid. Some households with modest incomes go from a negative cash flow, and rising credit card debt, to financial security and peace of mind. I am so thankful to everyone at AGED for greatly improving the quality of life for so many seniors in need.”

Joe S.
Insurance Benefits Consultant

“I first tried AGED’s Trust when I had a lovely woman who was in a very large private room at a popular facility. After planning for future years, I determined she would be running out of money at the $7,000 rate the facility was charging. The benefit of using AGED was outstanding! She could remain in a private room; continue to have caregivers at the facility and in the hospital and the rate dropped from $7,000 to $1200 a month. What could be better?!”

Jane P.
Professional Guardian

"This organization is awesome!
Very easy to work with and very nice people.
Always have my back and respond quickly to my questions and requests. Top notch!!"

John R.
Professional Guardian

 “AGED has been instrumental in my success as a new guardian. When I started my guardianship career almost 4 years ago, my first several clients were indigent. The AGED Guardianship Benevolent Fund is a resource that was available to me as a guardian to allow a portion of my guardianship fees to be paid enabling me to accept these indigent cases and still be able to help support my family financially. I am forever grateful to AGED and the resources they provide to help our community.”

Amanda R.
Professional Guardian

"The team at Aged Trust have been nothing short of amazing! They walked me through the grueling process of setting up a pooled trust for my aunt and then helped in obtaining Medicaid for her. Not only were they quick to respond to my many questions and concerns, they followed up on any problems. There was no charge in the Medicaid application process! Lawyers charge thousands of dollars for the same service. It was divine intervention that I found them and I am very thankful for their kind and very knowledgeable help!"

Marie H.
Advocate of Client

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