Indiana Trust Joinder Agreement, Trust Documents, Fees and Special Services

We have close ties with Indiana, and offer extended services here. The following has links to these services and fees as well.State of Indiana map

Hoosier Social Workers
Special Needs Integrity salutes the independent case managers, residential providers, social workers, and other providers that work directly with Hoosier consumers on a daily basis.. Nobody knows more about the daily needs of persons with disabilities than those who work and live side by side with consumers every day.

We are here for you as well. Our graduated enrollment fee makes us a perfect match for your consumers’ smaller settlements , unexpected “windfalls,” and excess income. If you have a consumer that needs a fast and cost-effective answer to the question of “what do I do with this money before the first of the month?” then give us a call. We can help. In most cases, we can have your consumer’s account set up the same day.

Hoosiers Aged 65 and Older
Also, Hoosiers over the age of 65 now have a pooled trust option that previously was not available in the state of Indiana. Special Needs Integrity welcomes consumers over the age of 65 who may need to utilize a Pooled Special Needs Trust. Click here for more details on funding a trust age 65 and over.

Downloads and links

Indiana Self-Settled Pooled Trust

Indiana Joinder Agreement

Indiana Testamentary and Third Party Joinder Agreement

Indiana Testamentary and Third Party Pooled Trust




The National Foundation for Special Needs Integrity, Inc. is a public charity tax-exempt pursuant to §501(c)(3) of the Internal Revenue Code. Donations to The National Foundation for Special Needs Integrity, Inc. are tax deductible.