Contact Us

122 Salem Towne Court

Apex, NC 27502

919 589-0017

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

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News

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Support LPT

We Take Pride in Our Accuracy

Each year, Life Plan Trust undergoes a financial audit, and on alternate years, an additional procedure called an Agreed Upon Procedures Audit. The Agreed Upon Procedures Audit covers the individual client records for persons who have funded trusts, as well as individuals who have enrolled and plan to fund their trusts in the future. The auditors, when onsite at the office, randomly choose a number of client files for a detailed review. They make sure there is a comprehensive Careplan on file, that an Annual Update report has been done in the last 12-18 months, that services provided to the individual correspond with what is included in the Careplan, and for funded trusts, that there are receipts and other documentation to support all financial disbursements and deposits. They also review the allocation of income from the Pooled Investment account for each of the files selected, to be sure this has been accurately reflected. The Life Plan Trust Board of Directors seeks out this detailed review as an evaluation tool for quality assurance in our work with families. I am happy to report that the auditors did not find any exceptions to the items they surveyed…in other words, all the careplans, services provided, and financial transactions were accurately reflected. This is the third time we have undergone the Agreed Upon Procedures audit…and the third finding of no deficiencies or exceptions. We take pride in the work that our staff do on behalf of our beneficiaries…and it shows!

FAQS

Welcome to 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.

Wells Fargo Foundation Supports Life Plan Trust

On November 15th, 2011, the Wells Fargo Foundation presented Life Plan Trust with a donation of $3000 at the grand opening of their new branch in Apex. Pictured are Executive Director Susan Hartley and President Art Warner, with the ceremonial check.

Life Plan Trust very much appreciates the generosity of the Wells Fargo Foundation for their financial support of our work with families of individuals with disabilities. Contributions to Life Plan Trust are always appreciated: please consider making a donation to help support the essential services we provide.We provide many services free of charge, such as our comprehensive information packet on efective future planning, toll free number and staff expertise in benefit eligibility, and informative Future Planning Seminars!

If you would like to donate to our Challenge Grant, please mail your check to:

Life Plan Trust

122 Salem Towne Court

Apex NC, 27502

Contributions are tax deductible to the fullest extent of the law