Trust Program

Planning for the financial and service needs of individuals with disabilities to create bright futures

Many families wonder what will happen to their loved one with a disability once they are gone. The Life Navigators Trust Program offers peace of mind and security while protecting public benefits.

What is a Trust?

A trust is a legal entity that owns and manages assets for the benefit of an individual. In this case, the person benefiting has a disability. Unlike other trusts, a Life Navigators Trust does not negatively impact someone’s eligibility for public benefits.

Why should I consider a Trust?

Setting up a financial plan for an individual with a disability is essential because funding for community–based programming is limited and traditional benefit programs often do not meet all of an individual’s needs.

Trust Options Overview

Trust I – Community Trust (Third Party Trust)
Trust II – Pooled Trust (Funded Entirely with Beneficiary’s Assets)
Trust III – Pooled Trust (Funded Entirely with Beneficiary’s Assets)
                *for Age 65 and Over

Additional Information

Trust Brochure
Trust Handbook
Trust Fees
Frequently Asked Questions

Learn more about our Trust Program by watching this overview video!

Are you interested in receiving a hard copy of our Trust Handbook?  Do you have questions regarding our Life Navigators Trust Program or fees?  Please contact us at 414-774-6255 or trust@lifenavigators.org or fill out the contact form below.

 

Thank You for Your Interest in Our Trust Program

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