Life’s Plan is a specialized not-for-profit organization dedicated to providing comprehensive legal and financial solutions for individuals with disabilities and their families. With over 30 years of experience, the firm stands out for its focus on special needs trusts and long-term commitment to protecting the quality of life and financial security of vulnerable beneficiaries.
The organization takes a compassionate, client-centered approach, offering professional trust management and care coordination to ensure government benefit eligibility is maintained. It serves as a corporate trustee for trusts with assets as low as $10,000, making its services accessible to families who may not qualify for traditional bank trustees. Life’s Plan emphasizes drafting precise trust documents and providing ongoing administration tailored to the unique needs of each beneficiary.
Services Offered
- Estate planning attorney services
- Financial consulting
- Financial planning
- Drafting special needs trust agreements
- Administering pooled special needs trusts (OBRA and Third-Party sub-accounts)
- Individual trust management services
- Self-funded payback trusts
- Third-party supplemental trusts
- Third-party termination of trusts
- Case management and care coordination
- Charitable grants for individuals with disabilities
- Trustee selection guidance
- Micro Industries for self-advocates
- Educational resources and manuals
Life’s Plan serves clients throughout Illinois and collaborates with affiliated organizations including Ray Graham Association and TI-TRUST, Inc. The team includes experienced trust administrators and legal professionals specializing in elder law, guardianship, and special needs planning.
