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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 a Third-Party Special Needs Trust?

    If your loved one has special needs and you’re making decisions about how to handle his or her financial future, in your research you may have come ... read more

  • 5 Steps to Establish a Third-Party Special Needs Trust

    Setting up a special needs trust for your loved one who has a disability is a great way to supplement their income while making sure he or she is able ... read more

  • What Are the Requirements of a Pooled Special Needs Trust?

    A pooled special needs trust can be a great tool to help provide disabled individuals and their families with long-lasting security and ongoing ... read more

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