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
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.