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?
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
Trust Presentations
Trust Brochure
Trust Handbook
Trust Fees
Request for Disbursement
Loan Agreement Form
Attorney Instructions and Checklist
Heirs at Law Form
Frequently Asked Questions

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

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