Life Plan Trust

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. Life Plan Trust began as a service program of The Arc of North Carolina, NAMI North Carolina, The Autism Society of North Carolina, and Easter Seals UCP North Carolina. Life Plan Trust grew out of a need expressed by families on how to ensure long term security for their loved ones, while still preserving their benefits. Life Plan Trust staff goes above and beyond basic financial duties and provides additional essential services like advocacy, education, referrals, and a listening ear to understand the needs of the beneficiary. Our staff creates an individualized Care Plan for each beneficiary that is used as a tool to identify the needs of the individual and specifies the services to be provided.