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Life Plan of KentuckyLife Plan of KentuckyLife Plan of Kentucky
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    Document Library

    • For First Party Trusts
    • For Third Party Trusts
    • Grant Program
    • Other Forms You May Need
    • Helpful Resources
    • New Client Checklist
    • First Party Joinder Agreement
    • Disclaimer Regarding Legal Advice Form
    • Beneficiary Background Information
    • Fee Schedule
    • W-9 signed by client beneficiary or legal guardian, or POA
    • New Client Checklist
    • Third Party Supplemental Needs Trust
    • Disclaimer Regarding Legal Advice Form
    • Beneficiary Background Information
    • Fee Schedule
    • W-9 signed by Grantor of Third Party Trust
    • Grant Checklist
    • Grant Application
    • Verification of Financial Need
    • Grant Application Instructions
    • Distribution Request Form
    • What is a Special Needs Trust?
    • What Is a Pooled Trust and How Does It Protect My Family Member?
    • Funding a Special Needs Trust, How Much Is Enough?
    • First Steps to Writing a Letter of Intent
    • Thinking About Guardianship?
    • Safe and Secure Worksheets

    Life Plan of Kentucky, Inc.
    230 Lexington Green Circle
    Suite 120
    Lex, KY 40503

    Phone: 859-523-2323

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    Life Plan of Kentucky
    • Home
    • Learn More
    • About Us
    • FAQs
    • Contact Us

      Life Plan of Kentucky, Inc.
      230 Lexington Green Circle
      Suite 120
      Lex, KY 40503

      Phone: 859-523-2323