OUR FORMS
Getting Started with Your Special Needs Trust
Legacy Enhancement can assist you with the establishment and maintenance of your pooled special needs trust or minor's trust. If you’d like to request a distribution or are interested in learning more about allowable and/or restricted purchases, please see the forms below. You may also change your contact information using our downloadable Change of Contact Information form.
For more assistance, or if you have additional questions, please call us at (888) 988-5503. Free consultations are available!
Keep Up With Legacy
Read Our blog to stay updated-
What Can Special Needs Trusts Be Used For?
Special needs trusts help ensure the financial security and well-being of a person who lives with a disability. They can be made by the beneficiary ... read more
-
What Happens to a Special Needs Trust When the Beneficiary Dies?
A special needs trust can help ensure the financial security of your loved one who lives with special needs or a disability. If you expect that your ... read more
-
Who Needs a Special Needs Trust?
Special needs trusts help ensure the future financial security of a loved one who lives with a disability. Learn how a special needs trust works, who ... read more
