Why Is Legacy the best choice for Your client?
That beneficiary will receive all remaining funds after payback to the state(s). Legacy Enhancement does not keep any portion of the remaining balance.
Advantages of Partnering With Legacy Enhancement
Dedicated Call Center: Our onsite team is ready to answer any questions that beneficiaries and their loved ones may have. We strive to answer every call as it is received. Should your client get voicemail, we will return their call the same day it is received.
Easy Access: In addition to quick processing of distribution requests, we offer a prepaid debit card that gives beneficiaries instant access to their trust funds.
Multilingual Staff: Our staff has the ability to provide friendly service in more than 150 spoken languages.
AI-Based Technology: Unlike other pooled trusts, we have developed our processes with the client's experience in mind. Clients can easily log in to our website to check their balances, which are reconciled daily. On the back end, we are able to track spending habits and distribution requests, allowing our team to offer budgeting guidance as needed.
Polite, caring, and friendly staff that make working with Legacy Enhancement easy for your clients.

Keep Up With Legacy
Read Our blog to stay updated-
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
-
Estate Planning in Pennsylvania
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
-
This Is Who Special Needs Trusts Are Designed For
A special needs trust can be beneficial in the right situation, but it’s not designed for everyone. Instead, they come into play in unique ... read more
