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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
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    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

  • 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

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