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.