Professional Partnerships for  Your Clients Future Let Us help You 
secure their legacy 
Connect With Us

Get Connected  

Let Us Help Lighten the Load
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.

Why Is Legacy the best choice for Your client?

Did you know that most Pooled Special Needs Trusts keep a portion of the funds that are remaining in the trust when the beneficiary passes away? Legacy Enhancement gives the beneficiary a choice. They can leave the funds in the trust to be used for the benefit of others within the trust who have also chosen to leave their funds within the trust, OR they can choose to pay back the state(s) Medicaid office first and all remaining proceeds will be paid to a named beneficiary of their choosing. The claimants get the right to choose up-front where any remaining proceeds will go and to whom they will benefit in the future upon their death.
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
  • How Are Trusts Taxed?

    A trust is a great tool to add to your estate plan because it can help your family accumulate wealth for future generations. A trust is a legal entity ... read more

  • Can a Trust Reduce Inheritance Tax?

    Paying taxes is an inevitable part of life in the United States, but there are certain ways to reduce the amount of taxes you have to pay. Inheritance ... read more

  • How Do I Create a Trust?

    If you place your assets in a living trust, they’ll be distributed according to your wishes after you pass. A revocable living trust allows for ... read more

/