Contact Us Setting up a Special Needs Trust can be an important step toward greater financial security and independence. It’s also a critical part of any estate plan. We’re here to help! Let our experienced trust management professionals guide you through the process. Contact us today!Name* First Last Best Phone*Best Email*Please provide your email address so that we may respond to your inquiry. Please also sign me up to receive periodic email updates from PLANYes--No--Requested Follow UpIf you would like to make a specific appointment to speak with a PLAN representative, please enter the date and time here, otherwise indicate the days and times that would work for you to receive a follow up call.Relationship to Beneficiary*--None--SelfAttorneyGuardian/ConservatorPower of AttorneyRepresentative PayeeFamily MemberFriendOrganizationTitleInformation about Beneficiary: (Either provide here or have available at time of call.)State of Beneficiary Residence*--None--MARIMedicaid Status--None--MassHealthRI MedicaidApplyingBeneficiary Income Source--None--SSISSDISSPensionResidence Type--None--Public HousingPrivate HousingGroup HomeSpecialized Foster CareNursing HomeAssisted Living FacilityRest HomeOtherOther Questions for PLAN?