Supporting Marion to be Safe, Happy and Healthy

Marion was a member of the Life Navigators Trust Program. She had a Trust III – Pooled Trust, designed specifically for individuals age 65 years or older.

Marion’s Trust III allowed her to remain eligible for public benefits, which provided the services she received every day. This allowed her to remain at her assisted living facility, where she enjoyed playing bingo with the other residents. Marion’s Trust III greatly improved her quality of life. Through her Trust, she received a new chair to ensure she was comfortable in her room. She also repaired her favorite clock, which was a gift from her late husband.

Marion had recently celebrated her 102nd birthday with a party using her Life Navigators Trust, enjoying the time with friends. Marion was so thankful for the peace of mind that her Life Navigators Trust III provided her.