ALL PEOPLE WITH DISABILITIES – LIFELONG OR RELATED TO ILLNESS, INJURY, OR AGE - SHOULD HAVE THE MEANS TO LIVE HEALTHY AND WELL

Personalized Support to Beneficiaries

We take a direct and individualized approach to serving our beneficiaries. Indeed, PLAN is unique in having a veteran team of social-work trained Service Coordinators who support and advise beneficiaries on a continuing basis.

Each beneficiary is connected with a PLAN Service Coordinator, who is the primary point of contact for her/him and their family. Service Coordinators have three objectives: enhancing the beneficiary’s life; preserving trust assets to last as long as possible; and protecting the beneficiary’s eligibility for Medicaid and SSI benefits.

  • All PLAN Service Coordinators are licensed social workers with extensive experience. These caring professionals help a beneficiary identify day-to-day needs and long-term goals. They work with the individual, and often their family, to create a prudent spending plan that addresses those needs and goals. And they coordinate disbursement of funds to the providers of goods and services for the beneficiary.

Our Service Coordinators communicate with beneficiaries, family members, and external service providers. They help to identify unmet needs and eligible expenses; identify and suggest resources, goods and services; and determine whether expenditures meet legal requirements.

In doing their work, Service Coordinators consider many factors—including the beneficiary’s age, disability, needs, expenses, and trust account balance. But the most important factor is first and always the beneficiary’s best interest.  

Contact us to learn more about how our experienced and caring Service Coordinators can be helpful to you or the disabled person in your life.