We do the following:

  • Protect Individual Assets
  • Maintain Benefits
  • Resolve Spend Down
  • Relieve Providers of Additional Time and Costs

Getting Started

Preparation begins with a person's Individual Supports Plan (ISP) or team.  The establishment of the trust and its funding depends upon the individual's preferences, input from family members, and/or other considerations.

The process is as follows: 

  • The family or team completes our Consumer Information Form (CIF) delineating basic information and preferences. 
  • Arlington Heritage Group uses this information to create contracts and authorizations for services at the time of need. 
  • Signed contracts, authorizations, and a check are sent to AmeriServ Trust & Financial for opening the trust. 
  • Consumers have up to three years to fund the trust. If the trust is not funded within three years, a small adjustment is made for inflation and another three year period begins. 

Click here for a Consumer Information Form