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122 Salem Towne Court

Apex, NC 27502




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Life Plan Trust

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Welcome to Life Plan Trust!

What's New: 

Order our Estate Planning Manuals online

Rhoda dompier named new executive director

The Board of Directors of Life Plan Trust are pleased to announce their choice for Executive Director to succeed Susan Hartley.  Rhoda Dompier will begin work at Life Plan Trust in May and will train with Susan until June 30th when Susan will be retiring.  Here is some biographical information about Rhoda:


With more than 20 years of experience in non-profit organizations and government agencies, Rhoda Dompier is adept at translating complex issues for a variety of audiences, providing a voice for organizations, inciting positive change through advocacy efforts, and moving programs through design, implementation, operation and continuous quality improvement.  

Collaborating with individuals with disabilities and their families has been the focus of Rhoda’s career.  The breadth of her professional experience includes working with both children and adults who are living with intellectual, developmental, psychiatric and physical disabilities.  Prior to joining Life Plan Trust, Rhoda has been a presenter at both the local and regional level and has worked with universities and government agencies to create action blueprints and influence policy.  She has also had the personal experience of advocating for a family member with a profound disability.  


Rhoda has a unique blend of education and experience in both clinical and business practice.  Rhoda holds her Masters of Science in Rehabilitation Counseling from Boston University, an MBA from Florida International University and is a Certified Rehabilitation Counselor.  As a busy mother of three, Rhoda also has served her community by coaching youth sports and by serving as a board member of an animal welfare organization.     


Please join all of us in welcoming Rhoda to Life Plan Trust!!


Changes to special assistance program in nc

The NC Legislature included a provision for changes to the Special Assistance program in the budget bill passed last month.  Rules will be changing November 1, 2014, and will affect new applicants (anyone already receiving Special Assistance payments prior to November 1 will continue under the old rules and be eligible for Medicaid).  The new regulations are detailed in our handout on Special Assistance under the Resources Tab, and involve lower income thresholds for this benefit and for Medicaid recipients who receive Special Assistance.

Updated Estate Planning Manual for Professionals

We have a newly revised estate planning manual: 11th edition, The Professional's Guide to Estate Planning for Families of Individuals with Disabilities by Susan C. Hartley and John T. Stewart.


The 11th edition was revised in April of 2014 and contains updated information on benefit eligibility, effective methods of estate planning to preserve benefits, and sample trust documents. The manual sells for $40 to family members of persons with disabilities, and $50 for attorneys and other professionals.


It can be ordered:

  1. by mail -- send a check to Life Plan Trust, 122 Salem Towne Court, Apex, NC 27502, and, on the reference line, indicate "estate planning manual"
  2. online via Paypal, and in the reference/note section, indicate "Professional's Guide."

About Life Plan Trust:

Many of you are aware of the Life Plan Trust Program, a non-profit organization started jointly by The Arc of North Carolina and NAMI North Carolina (formerly The North Carolina Alliance for the Mentally Ill) in 1990. Life Plan Trust works with families of individuals with developmental or intellectual disabilities, mental illness and other disabilities to help develop comprehensive plans for future care, and can serve as trustee for funds designated for your family member's benefit.


Additional sponsoring organizations include The Autism Society of North Carolina and Easter Seals UCP of North Carolina. We welcome you to our website to learn more about what Life Plan Trust does and to answer any questions you may have.


To receive a free  comprehensive information packet on effective future care and estate planning for families of individuals with disabilities, please call or contact us via email (you can use the Contact Us link to the left) with your name and address. The packet contains information on government benefit eligibility, estate planning options such as trusts, and ideas on how to effectively coordinate benefits and provide supplemental support for your loved one with a disability. Please note that estate planning information is applicable in North Carolina; the information on federal benefits such as SSI may be applicable in other states as well.


State Employees: Life Plan Trust is an approved SECC charity for 2015! You can help support Life Plan Trust by designating Code 2532 to receive your State Employees Combined Campaign gift. We appreciate your generosity!



New Logo!

Notice our newly-designed logo?  We will be gradually adopting this fresh new design on all our printed materials over the next few months.  Thanks to Madeleine Loeb, a graphic designer from Chapel Hill, NC, for her generous contribution of time and graphic design expertise!


from David's family

If you have wondered what kind of a difference Life Plan Trust can make in the life of your family member with a disability, please take a look at a letter we recently received from the family of one of our long time clients. Life Plan Trust worked with David for twenty years, visiting him on a regular basis, and reporting on those visits to his siblings, who all lived out of state.


David recently passed away, after experiencing some health problems in his later years. Even as his memory was failing, he often asked when our Family Services coordinator was coming to visit: they had a close relationship, and he looked forward to seeing her.


David, a beloved member of the LPT family



Dear Susan,


On behalf of David's family, we want to thank you and Life Plan Trust for the loving service and support thatthe Trust provided to David -- and by doing so, to us -- through all these years. You have created a miracle, with a small staff and a big reach, which helps so many people with their family members with special needs.

I remember when our dad first contacted you about how we could manage with family so far away after our parents passed away. You provided just the help we needed: to know that David had regular visits with an advocate who could let us know how things were going. Your Family Services Coordinator has been a great friend to David and helped us when we needed an experienced advocate during some tough transitions.

Thank you again for your contribution to this field. What a great service you provide!

David's Four Siblings


Life Plan Trust is grateful for this expression of thanks from David's family...we really miss him! We are happy that our organization was able to bring peace of mind and comfort to David's siblings in the years we were privileged  to work with him.





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