Life Plan Trust

About

Life Plan Trust, located in Apex, NC, is a nonprofit organization that offers future planning services focused on financial management and advocacy for individuals with disabilities and their families. It provides trust management services, including acting as a trustee for personal injury settlements and managing funds through First Party and Third Party Pooled Special Needs Trusts. In addition to financial services, Life Plan Trust assists with paying bills on behalf of beneficiaries, advocating for appropriate services, and connecting families with community resources. The organization also educates individuals with disabilities in areas such as money management to promote independence.

Service area

Serves the business city