Protecting Your assets Preserving your legacy We Provide Nationwide Assistance for the Benefit of the Disabled, Special Needs Individuals, and Their Caregivers.

Who We Are

Special Needs Trusts

Helping Disabled & Special Needs Individuals Secure a Better Future

The goal of Legacy Enhancement is to provide assistance for the benefit of disabled and special needs individuals and their caregivers. We help our clients with the establishment and ongoing management of pooled, first-party, and third-party special needs trusts, managing the required funds for supplemental needs.

Our goal is to enrich the lives of our clients and their loved ones. We do this by offering the same care and attention to detail as large banks and trust companies without the same exorbitant fees.

MEET THE LEGACY ENHANCEMENT TEAM

Devoted to Achieving Your Best Interests

We are committed to easing the financial responsibilities and burdens of money management for beneficiaries and their loved ones so you can find peace of mind about your future. Whether you are interested in establishing a special needs trust, managing a minor's trust, or learning more about your options, Legacy Enhancement can help. Connect with our team to put your best foot forward to a better and brighter future.

How Can We Help?

Preserve Your Legacy

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The Benefits of Legacy

Professionally managed and invested trusts
Our staff is complete with knowledgeable professionals to make sure your investment is handled wisely.
Technology that allows us to assist clients nationwide
Our use of technology allows us to have seamless communication with our clients no matter where they are.
Capable of handling trusts of all sizes
Your family member or client will be cared for, no matter the size of the trust.
Ability to help maintain needs-based governmental assistance
We've got the experience you need to rest easy. We know what it takes, we'll take care of the rest.
Low trust establishment costs and maintenance fees
Since we are a non-profit, our only benefit is our clients success, meaning we are cost effective and won't break your bank.
Personalized care and attention to detail
We never miss a beat, so you never have to worry.

Let Us Answer Your Questions

Keep Up With Legacy

Read Our blog to stay updated

Why You Should Establish a Minor Trust
Jan 06

A minor trust can help ensure the financial security of a young relative after you pass away. Since we cannot know how much longer we have with our ... read more
Resolving Inheritance Issues
Dec 16

Many individuals living with a disability or special needs receive assistance from government programs including Medicaid and Supplemental Security ... read more
First-Party vs. Third-Party Special Needs Trusts
Dec 04

Special needs trusts (SNTs) allow families to ensure the financial security of their relatives who live with a disability. SNTs are particularly ... read more