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
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This Is What You Need to Know About Third-Party Special Needs Trusts
While first-party special needs trusts receive funds by the individual with special needs, a third-party special needs trust requires funding from a ... read more
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This Is What You Need to Know About First-Party Special Needs Trusts
We know that any kind of trust can be confusing. When it comes to special needs trusts, you should know about the different types available. One of ... read more
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People have many misconceptions about estate planning, with the main myth being you have to be rich to benefit from an estate plan. However, this is ... read more
