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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
  • The Benefits of a Third-Party Special Needs Trust

    In a third-party special needs trust, you can provide a loved one with assets without jeopardizing their ability to maintain government benefits. ... read more

  • What’s a Minor’s Trust?

    When you want to provide security and long-term plans for your young child, you should consider a minor’s trust. This type of trust can be very ... read more

  • Understanding Inheritance Issues

    In many situations, someone with a disability may encounter issues with benefits should they receive an inheritance. While an inheritance can be a ... read more

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