Planned Lifetime Assistance Network of Arizona

What Planned Lifetime Assistance Network of Arizona does

Planned Lifetime Assistance Network of Arizona (PLAN of Arizona, legally Plan of Arizona Inc.) is a Phoenix-based 501(c)(3) nonprofit founded in May 1994 by parents of children with disabilities to address long-term care and financial management planning for individuals with lifelong disabilities. The organization serves Arizona residents with mental health issues, developmental disabilities, and other lifelong conditions, as well as the families responsible for their care. Its primary customer segments are adults with disabilities who need benefit preservation, and the family members (typically aging parents) seeking estate and legacy planning tools for their dependents.

PLAN's core products are Supplemental Needs Trusts (SNTs) in three forms — 1st Party Pooled (Self-Settled) Trusts, 3rd Party Pooled Trusts with a $5,000 minimum deposit, and Individual/Private Trusts recommended for balances above $500,000 — administered through a domain-specialized sub-trust accounting platform that pools assets for investment and administration while maintaining separate sub-accounts per beneficiary. A Beneficiary Management System tracks disbursement guidelines, Life Plans, and ongoing family contact. Complementary services include Support Coordination by Client Support Coordinators, Representative Payee services, court-appointed Conservatorship, Trust Advisory services for existing SNTs, AZ ABLE / STABLE Account enrollment, and a Pay-As-You-Go contract option for families not yet ready to fund a trust.

Revenue is generated through ongoing trust management fees on managed balances, one-time enrollment and setup fees, service coordination and representative payee fees, and charitable donations. The organization operates from a single Phoenix office (5025 E Washington St., Suite 112) with a small staff including a President & Executive Director (Elizabeth Kosloff), trust administrators, a BSW social worker, and administrative support. PLAN is one of 26 affiliates of the National PLAN Alliance and maintains professional memberships with NAMI Arizona, The Alliance of Arizona Nonprofits, the Arizona Fiduciary's Association, and several regional disability service providers, which together form its primary referral and go-to-market channel.

Name

Planned Lifetime Assistance Network of Arizona

Legal name

Plan of Arizona Inc.

Website

https://planofaz.org

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

PLAN of Arizona is a Phoenix-based 501(c)(3) nonprofit that administers Supplemental Needs Trusts, support coordination, representative payee, and conservatorship services for individuals with lifelong disabilities and their families across Arizona.

Ownership category

akta.pro rank

Product category

Special Needs Trust Management

NAICS

Trusts, Estates, and Agency Accounts (52592), Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Social Services (8300), Services-Misc Health & Allied Services, Nec (8090)

akta.pro primary industry

Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

akta.pro secondary industries

Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Directed Trust & Trust Advisory Services (FSAAANAK), Interagency Coordination & Case Management (VR, DD, Medicaid Waivers) (EDAKANAM)

Keywords

• Special needs trust administration
• Pooled trust management
• Support coordination services
• Representative payee services
• Disability advocacy planning

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Trust Management Fees: Ongoing fees for managing pooled and individual trust accounts, including sub-account administration, record-keeping, and discretionary distributions
2. Enrollment and Setup Fees: One-time enrollment fees and contract fees for new trust establishment, including processing of trust documents and account setup
3. Service Coordination Fees: Fees for ongoing support coordination services, care management, and representative payee services provided to beneficiaries

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

PLAN of Arizona administers Supplemental Needs Trusts (1st Party Pooled, 3rd Party Pooled, and Individual/Private Trusts) for individuals with disabilities, protecting their eligibility for means-tested government benefits such as SSI and Medicaid while enabling supplemental quality-of-life spending. The organization complements trust services with Support Coordination (Client Support Coordinators providing individualized care management), Representative Payee Services, Conservatorship, Trust Advisory, ABLE ACT (AZ ABLE/STABLE) enrollment and account management, and Pay-As-You-Go contracted services. All offerings are designed to combine into an integrated package tailored to each family's planning needs.

Product overview

PLAN of Arizona operates as a single-platform non-profit service organization offering a coordinated suite of trust management and support coordination services for individuals with disabilities. The core offerings center on Supplemental Needs Trusts (SNs), including pooled trusts (1st Party Self-Settled and 3rd Party) and Individual/Private Trusts, which serve as the foundational product for protecting government benefits while enabling supplemental spending. These are supplemented by Support Coordination Services providing individualized care management, Representative Payee Services for benefit management, Conservatorship for court-appointed financial oversight, Trust Advisory Services for existing trust holders, and ABLE ACT Account Services for tax-advantaged savings. The organization also offers Pay-As-You-Go Services as an alternative engagement model for families seeking flexible, retainer-based support without establishing a full trust. All services are designed to work in conjunction with one another, allowing families to select a customized combination based on their specific planning needs.

Differentiator

Problem solved

Functional benefit

Products and services

• 1st Party Pooled Trust (Self-Settled Trust) A pooled Supplemental Needs Trust funded with assets owned by the grantor (the person with disability), designed to protect means-tested government benefits such as SSI and Medicaid when the beneficiary receives settlements, inheritances, or other monies that would otherwise exceed asset limits.
• 3rd Party Pooled Trust A pooled Supplemental Needs Trust through which family members and friends can leave inherited money for an individual with special needs without jeopardizing the beneficiary's eligibility for means-tested benefits such as SSI and Medicaid. Requires a $5,000 minimum deposit.
• Individual Trust (Private Trust) Professional trustee services for existing 1st or 3rd Party Supplemental Needs Trusts with balances exceeding $500,000 or trusts holding real estate; PLAN serves as Trustee, Successor Trustee, or Trust Advisor.
• Support Coordination Services Individualized care management provided by Client Support Coordinators who serve as the primary point of contact for beneficiaries and families, offering advocacy, companionship, housing assistance, monitoring, bill pay, daily assistance, transportation, benefit analysis, and scheduling.
• Representative Payee Services Financial management service where PLAN receives government benefit payments on behalf of beneficiaries, deposits funds into a special account, and disburses them based on a personalized budget created with beneficiaries and their support coordinators.
• Conservatorship Services Court-appointed money management for incapacitated adults or minors' financial needs, subject to fiduciary duties; PLAN handles cases involving people with disabilities, the elderly, or individuals requiring long-term relationships.
• Trust Advisory Services As-needed advisory services for family members or corporate trustees managing existing funded Supplemental Needs Trusts, offering guidance on smart purchasing, allowed distributions, and maintaining public benefits.
• ABLE ACT Account Services Partnership with AZ ABLE (Arizona's ABLE plan administered through the Arizona Department of Economic Security in partnership with STABLE Accounts and the Ohio Treasurer's Office) offering enrollment and account management for STABLE savings accounts, tax-advantaged savings accounts for individuals with disabilities diagnosed before age 26 that enable savings without losing Medicaid or SSI eligibility.
• Pay-As-You-Go Services Contracted services on a pay-as-you-go basis where families fill out new client packet forms, submit a retainer, and work with a Service Coordinator to review contract, disbursement guidelines, and develop a budget; suitable for families not yet ready to fund a full trust.

Quantifiable outcome

• Assets can be sheltered from $2,000 limit to protect government benefits
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• National PLAN Alliance (NPA)coreStrategic or Co-development PartnerPLAN of Arizona is one of 26 affiliates of the National PLAN Alliance, which is the only non-profit organization in America dedicated solely to meeting planning needs of families with adult children with lifelong disabilities. This connection allows for examination of NPA best practices to incorporate into PLAN of Arizona's service design.
• NAMI ArizonaminorStrategic or Co-development PartnerProfessional member of National Alliance of Mental Illness (NAMI) Arizona for disability support and advocacy
• The Alliance of Arizona Non-ProfitsminorStrategic or Co-development PartnerProfessional member providing connection to broader Arizona nonprofit community
• Arizona Fiduciary's AssociationminorStrategic or Co-development PartnerProfessional membership for trust and fiduciary services expertise
• The Centers for HabilitationminorStrategic or Co-development PartnerResource partner for habilitation services for individuals with disabilities
• The Marc CenterminorStrategic or Co-development PartnerResource partner for disability services and support
• Brain Injury Alliance of ArizonaminorStrategic or Co-development PartnerResource partner for brain injury support and services
• AZ ABLE / STABLE AccountscoreStrategic or Co-development PartnerPartnership with AZ ABLE (Arizona's ABLE plan administered by Arizona Department of Economic Security in partnership with STABLE Accounts and Ohio Treasurer's Office) to offer enrollment and account management services for qualified individuals with disabilities. PLAN offers enrollment and account management services for STABLE savings accounts.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Others

• National PLAN Alliance: National umbrella of 26 PLAN affiliates including PLAN of Arizona; comparable because PLAN of Arizona is a member affiliate, sharing mission, governance models, and pooled-trust-administration best practices.
• National ABLE Resource Center: National resource for state ABLE programs; comparable because AZ ABLE / STABLE account enrollment is a partnership offering for PLAN, placing the National ABLE Resource Center in an adjacent enabling position.

Direct peers

• PLAN of Massachusetts: Sister PLAN Alliance affiliate providing pooled SNTs and support coordination services in Massachusetts; comparable as a direct sibling nonprofit operating the same model in another state.
• Special Needs Trust Company: Specialized trust administrator operating pooled special needs trusts nationwide; comparable because it offers 1st and 3rd Party Pooled SNTs with sub-account administration closely paralleling PLAN of Arizona's core offering.
• Commonwealth Community Trust: Pooled special needs trust administrator serving beneficiaries nationally; comparable because it competes directly with PLAN's pooled trust products for the same SSI/Medicaid-eligible beneficiary population.

Broad incumbents

• The Arc: Largest US national disability advocacy organization with affiliated chapters providing some trust and benefits-related services; comparable as a broader disability-services incumbent with overlapping SNT-related offerings.
• Special Needs Alliance: Membership organization of attorneys and financial professionals specializing in disability and special-needs planning; comparable as a broader professional network addressing the same Supplemental Needs Trust planning needs PLAN serves.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/PLANofAZ
• LinkedInlinkedin.com/company/planned-lifetime-assistance-network-of-arizona-inc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planned Lifetime Assistance Network of Arizona