Family plan of massachusetts pooled trust

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We proudly serve people with disabilities – lifelong or related to illness, injury, or age – helping to preserve assets, to protect access to public benefits, and to live well.

Established in 1971, PLAN is a professional trustee providing quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support.

Announcements

PLAN of MA & RI Announces New Partnership with The Arc Rhode Island

September 6, 2024

Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI; www.planofma-ri.org/) is proud to announce a new partnership with The Arc Rhode Island focused on […]Read More »

Podcasts

Rob Wrubel-Father and Financial Planner

August 23, 2024

Rob Wrubel has had an amazing journey to get to where he is. He talks about following his purpose and passion on his life’s journey. He is the father of […]Read More »

Trusts & Services

What We Do

We describe our approach to managing trusts as “Prudent Stewardship.” We recognize our most important duty is balancing beneficiaries’ current and future needs while paying strict attention to the nuances of public benefits…Read More »

Two Adams Place Suite 110, 859 Willard St. Quincy, MA 02169

331 Waterman St., Suite 225W Providence, RI 02906

While our offices are located in Quincy, MA and Providence, RI, we provide special needs trust services to individuals located in or near Greater Boston, North Shore MA, South Shore MA, Central MA, Western MA, Cape Cod, Providence RI, Warwick RI, Newport RI, Cranston RI, and all other parts of Massachusetts and Rhode Island.