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
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 firstname.lastname@example.org.
Learn more about our Trust Program by watching this overview video!