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-
Structured Settlements & Special Needs Trusts
Structured settlements can be very helpful after a lawsuit. Unfortunately, many personal injury cases result in a person sustaining disabilities that ... read more
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3 Steps to Setting Up a Special Needs Trust
Several reasons exist to create a special needs trust , but some people may not be aware of how to start the process. It’s vital to recognize the most ... read more
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What Doesn’t a Special Needs Trust Pay For?
Providing your loved one with assets in a special needs trust can be significantly helpful. However, it’s best to ensure you know what the special ... read more
