What is a Trust?

Planning for the future

What is a Trust?

A trust is a legal entity that owns and manages assets for the benefit of an individual. In this case, the person benefiting has a disability. Unlike other trusts, a Life Navigators Trust does not negatively impact someone’s eligibility for public benefits.

Why should I consider a Trust?

Setting up a financial plan for an individual with a disability is essential because funding for community–based programming is limited and traditional benefit programs often do not meet all of an individual’s needs.

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 Handbook
Trust Fees
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 trust@lifenavigators.org.