Learn more about the Trust Program
Are you interested in hosting or attending a presentation about the Life Navigators Trust Program? Contact the Life Navigators Trust Program Manager at 414-774-6255 for more information.
A Trust presentation can be helpful to a variety of groups:
- Families of Individuals with Disabilities
- Financial Planners
- Estate Planners
- Nonprofit agencies
- Community Groups
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
Request for Disbursement
Loan Agreement Form
Attorney Instructions and Checklist
Heirs at Law Form
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 firstname.lastname@example.org.