Trust enrollment

Step One: Counsel your client

Prior to joining the Golden State Pooled Trust, it is critical that you counsel your client on the following matters. Additionally, we recommend that you review this list of frequently asked questions directly with your client. If you have questions, please contact GSPT.

Step Two: Complete the data collection form

Step Three: Receive the Joinder Packet and review with client

Step Four: Mail originals to GSPT and notify relevant government benefits agencies

Step Five: Fund the trust (initial and future funding)

Step Six: Beneficiary advocate orientation