TrustSteward

TrustSteward helps U.S. families supporting someone with a disability organize Special Needs Trust records, track ABLE contributions and benefit interactions, and prepare a Letter of Intent.

RECORDS TO KEEP TOGETHER
- Beneficiary profiles, trusts and historical ABLE account records
- Asset transactions, benefit encounters, trust distributions and ABLE contributions
- Dates, amounts, user-selected classifications and narrative notes
- Letter of Intent versions with ten care and succession-planning sections

REFERENCE TO CHECK
Browse bundled SSI/SSDI, Medicaid, ABLE and trust references and a directory of eight organizations that offer information or referrals. These materials are general reference, not legal, tax or benefit advice. Services may charge fees and aid eligibility varies.

The onset-age comparison reflects the 2026 ABLE expansion to onset before 46; age alone does not establish eligibility. Contribution displays and reports use verified references for the reporting year, with an optional contiguous-US work example. If the year has no verified reference, the App shows the recorded total and pauses the comparison. Actual extra depends on compensation, residence and retirement-plan conditions; Hawaii and Alaska differ. The App does not calculate your personal lawful allowance or determine SSI/Medicaid status.

Encounter +60/90-day and CDR +365-day displays are arithmetic comparisons, not official filing deadlines or review dates. Read your notice and verify receipt rules, state procedures and shorter continuation deadlines independently.

FREE
One stored profile, up to ten asset transactions and ten benefit encounters per profile, five trust distributions across trusts and five ABLE contributions across accounts. Read-only Letter of Intent access, basic reference, App Lock and the Trust Administration Overview PDF are included. Creation limits do not erase existing records.

PRO
Choose an annual auto-renewing subscription or a one-time Lifetime purchase. Apple shows the local price and any trial you qualify for before you buy. Both options unlock unlimited records, full Letter of Intent editing, all five reference modules, multi-year record views and all eight PDF reports. Lifetime does not renew or cancel a separate annual subscription.

STORAGE AND RECOVERY
Records are stored on your device. The app has no developer-operated account or record-sync server. PDF reports are generated on your device and shared at your direction. They are readable, unencrypted reports and cannot restore the database.

Recovering records requires a usable Apple device backup. Restore Purchases restores Pro access only. If your records fail to open, contact support before deleting or reinstalling the app.

App Lock does not conceal shared PDFs or widget summaries. TrustSteward does not file forms, move money, give professional advice, determine eligibility or predict outcomes. It is independent of the agencies and organizations it references.

Manage or cancel your annual subscription in your Apple Account settings before renewal. Deleting the app does not cancel billing.

Support: captainlongevity@gmail.com
Privacy Policy: https://app-legal-pages.vercel.app/truststeward/privacy
Terms of Service: https://app-legal-pages.vercel.app/truststeward/terms