PLAN of Arizona is a non-profit 501(c)3 organization based in Phoenix, Arizona. PLAN offers a variety of tools and services that help people of all ages who are affected by a disability protect needed healthcare and income benefits, conserve assets and enhance their quality of life.

PLAN provides:

  • Supplemental Needs Trusts – (Pooled and Individual)
      • Maintain eligibility for Social Security and Medicaid benefits while setting aside some extra money in a trust.
    • Join PLAN’s Pooled Trust Program or have PLAN become Trustee or Successor Trustee of an existing trust.
  • Conservatorships
    • Court-appointed money management for an incapacitated person or minor’s financial needs.
  • ABLE ACT Account Services
    • Tax-advantaged savings account available to individuals diagnosed with significant disabilities before age 26.