Hope Trust is the first digital life care and trust planning platform created for individuals with special needs. The platform enables users to develop a personalized special needs care plan that can be accessed and managed by family members, friends and care professionals. Hope Trust plans incorporate important legal, financial, government benefit and succession planning aspects and can be modified at any time to reflect the changing needs of the special needs individual.

"The Hope Trust platform was created to address the unique and ever-changing requirements of loved ones with special needs and offers the holistic planning solution that has been sought by many such families," said Daria Placitella, co-founder and CEO of Hope Trust. "Our partnership with BMO, and their willingness to provide our services to their clients at no cost, demonstrates their dedication to this often-overlooked community. We look forward to serving both their current and prospective clients."

This partnership marks BMO's latest step to continue to build and invest in technology to transform the banking experience, with customer experience as a top priority. BMO will sponsor 20 clients with one-year licenses of Hope Trust's platform as part of the pilot.

"As a corporate trustee, BMO looks for innovative solutions to better serve our clients," said Amy Griman, national head of trust & estates for BMO Wealth Management U.S. "Working with Hope Trust to create digital care plans for our clients with loved ones with special needs is one more way we're trying to Boldly Grow the Good in business and life."

On Thursday, May 6, BMO and Hope Trust will host a free webinar that will highlight important considerations when planning for the future of dependents with special needs and share Hope Trust's unique approach to making this planning straightforward and easy to execute. More information and registration details can be found here.

Last year, Hope Trust participated in BMO Harris Bank's and 1871's fintech industry program for women-founded startups, WMN•FINtech. More information can be found here.

Additionally, the startup was also named to Pepperdine University's Most Fundable Companies of 2020 list.