About
Life Plan Trust is a public, non-profit corporation that provides financial management as trustee for individuals with mental illnesses and intellectual and developmental disabilities. They serve as trustee, paying bills on the beneficiary's behalf, advocating for appropriate services, and assist with ensuring high quality of care. Life Plan Trust also provides additional essential services like education, referrals, and a listening ear to understand the needs of the beneficiary. Their staff creates an individualized Care Plan for each beneficiary and stays updated on trust regulations, Supplemental Security Income (SSI), and Medicaid rules to disburse trust funds without jeopardizing government benefit eligibility. They offer competitive and usually lower fees compared to banks or financial institutions and have managed trust accounts of less than $100,000. Life Plan Trust provides services throughout the State of North Carolina and has Regional Family Services Coordinators assigned to each beneficiary.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Financial Management
Life Plan Trust serves as trustee for individuals with mental illnesses and intellectual and developmental disabilities, paying bills on their behalf and advocating for their needs.
Advocacy
Life Plan Trust advocates for appropriate services and assist with ensuring high quality of care for their beneficiaries.
Education and Referrals
Life Plan Trust provides education and referrals to support the needs of their beneficiaries.
Care Planning
Life Plan Trust creates an individualized Care Plan for each beneficiary to identify their needs and specify the services to be provided.
Trust Management
Life Plan Trust stays updated on trust regulations, Supplemental Security Income (SSI), and Medicaid rules to disburse trust funds without jeopardizing government benefit eligibility.
Community Resource Research
Life Plan Trust researches available community resources to support the needs of their beneficiaries.