top of page

Special Needs Trust

$499.00Price
Providing for a loved one with special needs requires careful and compassionate planning. A direct inheritance or financial gift, while well-intentioned, can unintentionally disqualify them from vital government benefits like SSI and Medicaid. The Special Needs Trust is the crucial legal tool designed to prevent this, allowing you to provide financial support while preserving the essential assistance they rely on.
This trust lets you enhance your loved one's quality of life, secure their future, and give yourself true peace of mind.
Key Benefits:
  • Preserve Vital Benefits: Safely provide financial support without risking your loved one's eligibility for critical government aid programs.
  • Enhance Quality of Life: Funds can be used for a wide range of supplemental needs not covered by benefits, such as education, recreation, therapy, specialized equipment, and personal care.
  • Secure Financial Future: Appoint a trusted Trustee to manage and protect the funds, ensuring responsible financial stewardship for your loved one’s entire life.
  • Provide Peace of Mind: Create a clear, legally-sound plan that guarantees your loved one will be cared for according to your wishes, even when you are no longer able to.
Who Is This For?
This trust is an essential planning tool for:
  • Parents and guardians of children with special needs.
  • Family members planning to leave an inheritance to a relative with a disability.
  • Individuals who have received a legal settlement and need to protect their benefits.
  • Anyone who wants to financially support a loved one with special needs.
What's Included:
You will receive immediate access to a complete digital package containing all necessary documents and a comprehensive guide to activation. The package includes:
  • Special Needs Trust (Main Document)
  • Certificate/Abstract of Trust
  • Acceptance of Trusteeship
  • Resignation of Trusteeship
  • Trustee Successorship
  • Universal Assignment of Asset/Property to Trust
  • Quitclaim Deed
  • Limited Power of Attorney
  • Trust Ledger & Transaction Log
  • Beneficiary Acknowledgement Form
  • Minutes Meeting Record
  • Schedule A - of Assets of The Trust
  • Schedule B, C
  • Schedule D - List of Government Resources
  • BONUS: "Guide to Activate Your Trust" eBook (.pdf)
 
You can provide a future of security and enrichment without compromise. The Special Needs Trust is the essential foundation for a lifetime of care and support.
SKU: 005
    bottom of page