To begin the enrollment process, click on the enrollment link below, complete the requested information and click submit. However, you should first review the steps involved in joining the pooled trust.
Step One: Notification
IMPORTANT: If the trust must be funded before the end of a month and the signing will take place less than 7 business days before month’s end, please call Lee Guardianship Services, Inc. at (239) 791-0906.
Step Two: Complete Trust Enrollment
Before you begin filling out the enrollment form, you must have Adobe Acrobat installed on your computer. If you need to install the FREE Acrobat reader – click on the logo below.
Within three business days of completing the online enrollment form, the following documents will be e-mailed to the address that you provided:
- Joinder Agreement;
- Fee Agreement;
- Acceptance of Duties Form; and
- Special Needs Trust Limitations Disclosure.
The documents should be reviewed on receipt and any supporting documentation should be gathered. If any changes need to be made, please call Lee Guardianship Services, Inc. at (239) 791-0906. Also, should you need these documents in less than three business days, please call.
Step Three: Document Review and Signing
After the documents have been reviewed, the beneficiary and attorney should meet to discuss the use, terms and limitations of the Pooled Special Needs Trust. After a discussion of these issues, the documents can be executed. Mail all original documents along with supporting documentation to Lee Guardianship Services, Inc. at 3783 Seago Lane, Fort Myers, Florida 33901. The funding check should not be mailed to Lee Guardianship Services, Inc. Specific instructions regarding the funding check appear in Step Four.
Once the original documents are fully executed by both parties, Lee Guardianship Services, Inc. sends a copy of the documents to the referring attorney for forwarding to the appropriate agency. The master pooled trust agreement and all amendments should also be provided to the agency providing benefits and can be downloaded from our website.
Step Four: Trust Funding
The funding check for your client’s Pooled Special Needs Trust should be sent overnight to Wachovia Securities at the following address:
Lee Guardianship Services, Inc.
c\o Wachovia Securities
11031 U.S. Highway 19
Port Richey, Florida 34668
The check must be made payable to:
Lee Guardianship Services Inc. ” f.b.o. Trust Beneficiary Full Name “
Do NOT send trust funding checks to Lee Guardianship Services, Inc.
The above form is a .PDF document. You must have Adobe Acrobat installed on your computer to open the form. If you need to install the FREE Acrobat reader – click on the logo below.