Attorney Information
Planning for the financial and service needs of individuals with disabilities to create bright futures
The Life Navigators Trust Program offers peace of mind and security while protecting public benefits.
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
Fillable PDF Documents
Legal Documents: Trust I – Community Trust (Third Party Trust)
Legal Documents: Trust II – Pooled Trust
Legal Documents: Trust III – Pooled Trust (for Age 65 and Over)
Additional Forms
Trust Fees
Request for Disbursement
Loan Agreement Form
Attorney Instructions and Checklist
Heirs at Law Form
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.