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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
  • Terminating a Special Needs Trust

    A Special Needs Trust (SNT) is a vital tool for families raising a loved one with special needs. It can provide for the individual's care and quality ... read more

  • How Long Does it Take to Set Up a Special Needs Trust?

    Setting up a special needs trust can seem like a daunting task, but it doesn't have to be. In fact, there is no waiting period, and the process can be ... read more

  • Can a Special Needs Trust Own a House?

    A special needs trust is a legal document that allows a person with disabilities to maintain their independence and quality of life. Many people with ... read more

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