This document, completed by the family, outlines the wishes of the donor(s) as to how s/he or they want the trust funds to be used to benefit a loved one.
Exciting news… we are moving!
PLAN is moving, and our new address as of May 1, 2026 will be:
50 Braintree Hill Office Park
Suite 110
Braintree, MA 02184
(Our email addresses and phone numbers will not be changing.)