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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
  • What Is the 21st Century Cures Act?

    On December 13, 2016, President Obama signed the 21st Century Cures Act into law. This was a momentous occasion for people with disabilities and their ... read more

  • What Can a Third-Party Special Needs Trust Be Used For?

    A third-party special needs trust can be a valuable tool for parents of children with disabilities. This type of trust allows parents to provide ... read more

  • Special Needs Trust Spending Rules

    A special needs trust is an important legal document for families with a loved one who lives with a disability. The trust allows the person with a ... read more

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