Why Invest in this Trust?

Families with children with developmental disabilities throughout Washington are in vastly different financial and economic situations.

Some people simply hire lawyers and/or financial consultants to help prepare the appropriate documents to ensure the stability and legality of their special needs trust. And they often pay up to $5,000 in fees to complete the paperwork and filings to establish a trust fund. Others may not have the know-how or the financial means to pay thousands of dollars to set up a special needs trust and appropriately invest in it. Here’s where the Life Opportunities Trust comes in. This special needs trust takes the challenge out and puts affordability back into the equation for investing in the future.

The Life Opportunities Trust has several benefits for families.

• Protects and Preserves Assets

• Invests in the Future

• Receives Matching Funds

• Saves for Important Services

• Requires $25 a Month Minimum Investment

• Avoids Costly Legal Fees to Set Up a Private Fund

Unlike other special needs trusts, the State of Washington has put its financial and organizational support behind the Life Opportunities Trust.