Trust Services & Financial Home
Protect your benefits and ensure your future care with a Life’s WORC Trust. We work with you & your family in order to develop the best financial solution for your unique situation.
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Here are some helpful forms and documents.
Surplus Income Trust Documents
Other Trust Services Resources
Trust Services Glossary
We use a lot of words that might be difficult to understand. Here is a glossary that helps define some of our commonly used words.
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Trust Services FAQ
Legal and Financial issues can be difficult to navigate on your own. Here are some answers to some frequent questions we get, however, we are here to help you. Please contact us with any questions about your specific circumstances.
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