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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
  • How Can a Special Needs Trust Be Used?

    Special needs trusts (SNTs) allow you to ensure the financial security of a loved one who lives with special needs or a disability. SNTs are unique in ... read more

  • Why You Should Establish a Minor Trust

    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

    Many individuals living with a disability or special needs receive assistance from government programs including Medicaid and Supplemental Security ... read more

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