Ensure a Secure Financial Future Without the Worry
Life’s WORC Trust Services has your best interests at heart and we want to maximize your money’s potential. With Life’s WORC as the trustee, you never have to worry about who will manage the trust after you are gone. We can be your trusted fiduciary in these financial matters.
An Individual Supplemental Needs Trust (SNT) with Life’s WORC enables you to set aside money without jeopardizing your government entitlements. You have flexible options on what to spend your money on. Trust assets supplement—but do not replace—government benefits programs. Funds can be used for virtually anything from unreimbursed medical expenses to living expenses, recreational activities and vacations.
Life’s WORC can serve as either the trustee or successor trustee. We will work with your preferred attorney or provide references upon request. Life’s WORC is responsible for handling all trust-related paperwork, taking the burden off of the parent or family member.
When the beneficiary passes away, remaining funds can be left to loved ones. First Party Trust funds must first be paid toward state reimbursement fees; remaining Third Party Trust funds can be immediately disbursed to the named beneficiaries.
The trust is professionally managed in partnership with Key Private Bank, which has extensive experience in the areas of individual and pooled trusts.