Life Plan Trust is a public, non-profit corporation that provides financial management services as trustee for individuals with mental illnesses, intellectual and developmental disabilities. We were founded by The Arc of North Carolina, NAMI North Carolina, The Autism Society of North Carolina, and Easter Seals UCP North Carolina in response to a need expressed by families to ensure long-term security for their loved ones. Our staff goes beyond basic financial duties and provides additional essential services such as advocacy, education, referrals and listening ear to understand the needs of the beneficiary. We create an individualized Care Plan for each beneficiary to identify their needs and specify the services to be provided. Life Plan Trust is dedicated to helping those with mental illnesses and intellectual and developmental disabilities manage their finances and lead a secure life.
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