The National Pooled Trust offers significant value to Beneficiaries in addition to the primary benefit of protecting their public benefits.

One of the VERY significant benefits is that The National Pooled Trust offers Beneficiaries with small to moderate amounts of money Trustee and money management services.

This is significant given the fact that many financial institutions currently charge a minimum annual trustee fee of $5,000.00 and often require a substantial assets to open an account Assuming that such an institution would even accept an initial contribution of $5,000.00, the entire trust would be consumed by the annual fee in the first year.

The National Pooled Trust has no minimum deposit and the annual fee is only a modest percentage of the fund. This means that even an initial contribution of $5,000.00 is possible, and sophisticated Trustee services are therefore possible for individuals of even modest means.

Additional added value is derived from the fact that funds are pooled for investment and management purposes. For example, a Beneficiary, with limited funds,could never perform as well in the financial market by themselves,as those same funds will perform when strengthened by their addition to a large pool of funds. The National Pooled Trust,because of its size, can command better interest rates and other financial benefits from the market that are not available to smaller amounts of money.