Trust I – Community Trust
Funded by parents, grandparents or other third party
The Life Navigators Trust I – Community Trust (Third Party Trust) can be funded for immediate use or unfunded for use in the future. Most often, the Trust I is established as an unfunded trust that will be funded at a later date through a will, retirement account, life insurance plan or estate plan. This Trust was developed in 1988 by a group of experienced lawyers, many of whom have a loved one with a disability.
A comprehensive guide for families, individuals with disabilities and attorneys. Discover which Life Navigators trust is right for you.
Families must retain an attorney to draft the Trust documents and establish a Trust account. Attorneys may complete our fillable PDF documents here.
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.