Contact Us

122 Salem Towne Court

Apex, NC 27502

 

919-589-0017

 

Contact Us

Toll free: 1-888-301-0799 (In North Carolina Only)

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Support Life Plan Trust when you shop for groceries and when you shop online -- find out more here!

Upcoming Events

 

 

Please check back with us for event announcements.

Welcome to Life Plan Trust!

What's New: 

 

New Logo!

Welcome to our newly designed logo! We will be gradually adopting this fresh new design on all our printed materials over the next few months.  Thanks to Madeleine Loeb, a graphic designer from Chapel Hill, NC, for her generous contribution of time and graphic design expertise!

About Life Plan Trust:

Many of you are aware of the Life Plan Trust Program, a non-profit organization started jointly by The Arc of North Carolina and NAMI North Carolina (formerly The North Carolina Alliance for the Mentally Ill) in 1990. Life Plan Trust works with families of individuals with developmental or intellectual disabilities, mental illness and other disabilities to help develop comprehensive plans for future care, and can serve as trustee for funds designated for your family member's benefit.

 

Additional sponsoring organizations include The Autism Society of North Carolina and Easter Seals UCP of North Carolina. We welcome you to our website to learn more about what Life Plan Trust does and to answer any questions you may have.

 

To receive a free  comprehensive information packet on effective future care and estate planning for families of individuals with disabilities, please call or contact us via email (you can use the Contact Us link to the left) with your name and address. The packet contains information on government benefit eligibility, estate planning options such as trusts, and ideas on how to effectively coordinate benefits and provide supplemental support for your loved one with a disability. Please note that estate planning information is applicable in North Carolina; the information on federal benefits such as SSI may be applicable in other states as well.





State Employees: Life Plan Trust is an approved SECC charity for 2014! You can help support Life Plan Trust by designating Code 2532 to receive your State Employees Combined Campaign gift. We appreciate your generosity!



2014 Continuing Legal Education Seminar

Life Plan Trust will be presenting a Continuing Legal Education Seminar on Friday, May 16th, at the McKimmon Center in Raleigh. Estate Planning for Individuals with Disabilities: Avoiding the Pitfalls will be a half day meeting for North Carolina attorneys, incorporating information on benefit eligibility, effective methods of estate planning, including trust options, and information on guardianship. Speakers from NC Medicaid and the Social Security Administration have been invited, and application made to the NC State Bar for 4 hours of general CLE credit. Please see the CLE tab on the website for a registration form. Deadline for registration is May 7th.

Testimonial

from David's family


If you have wondered what kind of a difference Life Plan Trust can make in the life of your family member with a disability, please take a look at a letter we recently received from the family of one of our long time clients. Life Plan Trust worked with David for twenty years, visiting him on a regular basis, and reporting on those visits to his siblings, who all lived out of state.

 

David recently passed away, after experiencing some health problems in his later years. Even as his memory was failing, he often asked when our Family Services coordinator was coming to visit: they had a close relationship, and he looked forward to seeing her.

 


David, a beloved member of the LPT family

 

 

Dear Susan,

 

On behalf of David's family, we want to thank you and Life Plan Trust for the loving service and support thatthe Trust provided to David -- and by doing so, to us -- through all these years. You have created a miracle, with a small staff and a big reach, which helps so many people with their family members with special needs.

I remember when our dad first contacted you about how we could manage with family so far away after our parents passed away. You provided just the help we needed: to know that David had regular visits with an advocate who could let us know how things were going. Your Family Services Coordinator has been a great friend to David and helped us when we needed an experienced advocate during some tough transitions.

Thank you again for your contribution to this field. What a great service you provide!

Sincerely,
David's Four Siblings

 


Life Plan Trust is grateful for this expression of thanks from David's family...we really miss him! We are happy that our organization was able to bring peace of mind and comfort to David's siblings in the years we were privileged  to work with him.

 

 

 

 

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