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End your search for Pooled Special Needs Trust in Chicago at Life's Plan, Inc.

https://lifesplaninc.org/create-a-trust/third-party-supplemental-trust/ This is a permanent, irrevocable, legal decision that you and/or the beneficiary are making when seeking the Life's Plan, Inc. staff to assist you in setting up your pooled trust account. Life's Plan, Inc. offers several options for meeting the supplemental service needs of people with disabilities and the elderly without jeopardizing state and federal entitlements. For more details, visit our website or contact us.

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End your search for Pooled Special Needs Trust in Chicago at Life's Plan, Inc.

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  1. Once it has been determined that a 3rd party pooled trust is the right option for a beneficiary situation, you must know a few key facts before proceeding.

  2. This is a permanent, irrevocable, legal decision that you and/or the beneficiary are making when seeking the Life’s Plan Inc. staff to assist you in setting up your pooled trust account.

  3. To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

  4. We are required by law to attempt to match the information provided by you against lists issued by various governmental agencies.

  5. Contact Us! Life's Plan, Inc. Corporate Offices 901 Warrenville Rd, Lisle, IL 60532 630-628-7189 lifesplaninc.org

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