PLAN of Arizona creates awareness of the importance of comprehensive planning for persons with disabilities. PLAN develops tools, programs, and resources designed to help secure the person’s future. These resources include Supplemental Needs Trusts and related service coordination. Our support services are person/family centered and directed, and promote maximum independence of individuals with disabilities as they age and face changing needs.
PLAN of Arizona provides comprehensive service coordination through the work of experienced and dedicated staff members that become a beneficiary’s primary contact. The Client Service Coordinators get to know each beneficiary, and work to ensure needs are properly met.
PLAN’s professional trustee, First International Bank and Trust manages the trust fund and is located in Phoenix, Arizona. The PLAN of Arizona Executive Director and Board of Directors review each beneficiary account annually to determine suitable budgeting and make adjustments when warranted. Sound judgment ensures that trust funds are available to sustain the beneficiaries’ supplemental needs for as long as possible.