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-
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
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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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First-Party vs. Third-Party Special Needs Trusts
Special needs trusts (SNTs) allow families to ensure the financial security of their relatives who live with a disability. SNTs are particularly ... read more
