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Life’s WORC Financial Support and Trust Services

Protect your benefits and ensure your future care with a Life’s WORC Trust. Our team of professionals diligently and compassionately work with you and your family to develop the best financial solution for your unique situation.

Explore Trust and Planned Giving Options to fit your needs.

Individual Trusts

An Individual Supplemental Needs Trust with Life’s WORC enables you to set aside money without jeopardizing your government entitlements.

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Pooled Trusts

Life’s WORC Pooled Trusts are a flexible option for families for whom setting up an Individual Supplemental Needs Trust may be too complicated or costly.

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Pre-Funeral Arrangements

Trust beneficiaries who are eligible for Medicaid or Supplemental Security Income (SSI) are entitled to pre-fund their funeral expenses.
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Why Life’s WORC Trust & Financial Support Services

We offer professional, experienced trust management, Trustee Services and Trust Administration Services.

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Resources & FAQs

Legal and Financial issues can be difficult to navigate on your own – trust Life’s WORC to help you through the process.

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Planned Giving

Making a planned gift is a wonderful way to show your support and appreciation for Life’s WORC and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.

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I’ve had very positive experiences dealing with Samantha from Life’s WORC Trust Services, primarily for trust fund disbursements. They keep a close eye on our account and have always been most helpful in terms of looking into and resolving any issues I may have had. They have been easy to reach via phone and email.

— Susan Wenz —

Samantha and her team at Life’s WORC Trust Services have been nothing less that spectacular and she always, ALWAYS exceeds my expectations. She is so pleasant to talk to and answers my emails quickly and on point. Today it is hard to find someone with such caring and knowledgeable skills who really takes custody of its patients and their families.

— Mike DeStefano —

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