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
Attorney Instructions and Checklist
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