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Providers Learn More

  • An in-house pooled trust solution
  • Retain control and transparency of client funds
  • Maintain eligibility, eliminate frivolous spend-down
  • Low cost to consumers, no cost to provider
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Families Learn More

  • A low cost solution for families
  • Responsive customer service
  • Accepts modest balances
  • Highly competitve to other third-party managed pooled trusts

Contributing to a Happier Life...

Our mission is to meet the financial planning goals of individuals with special needs and the people that care for them.  We provide low cost solutions to providers and families.     

Our objective is to allow individuals with intellectual disabilities and their caregivers the opportunity to preserve assets while maintaining eligibility for government benefits.  

Our Provider Trust and irrevocable trusts provide mechanisms for developing sound financial plans that aid in achieving happier lives for those with special needs.

 

Learn more about us

What Our Clients Say About Arlington Heritage

““In the years that Access Services has worked with Arlington, I can truly state that the services you and your associates have rendered to Access and our clients have been professional, sensitive and outstanding. The benefits of planning have been extraordinary and because the planning is part of our routine it lessens the stress for everyone involved."

Rob Reid, Executive Director
Access Services”

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    Social Security is clear about resources for Supplemental Security Income or SSI. Nonetheless, there is confusion among providers, families, and direct support professionals when it comes to funding end-of-life plans...

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    Kristen Ford-Hernandez is the mother of Jaden, a child with Intellectual Disabilities. As a parent you may often find yourself facing issues you are not prepared for or know how to address, as a parent of a child with ID those issues may become more frequent and challenging as they get older....

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