Legacy Enhancement is a non-profit corporation established to assist individuals who are disabled or have special needs nationwide. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with everything from trust establishment to funds disbursement to how the trust will be managed after the beneficiary passes away.
Learn more about how we can assist you—give us a call at (888) 988-5503 for a free consultation.
Legacy Enhancement offers a different option for those who do not wish to establish a trust with a traditional bank or large trust company. We offer the same professional trust management as larger entities with a level of personalized care and low fees that big banks and other trust companies lack.
Why choose Legacy Enhancement?
- Capability to handle trusts of all sizes
- Professionally managed and invested trusts
- Personalized care and attention to detail
- Low trust establishment costs and maintenance fees
- Ability to help maintain needs-based governmental assistance
We are here to answer your questions and guide you through the entire process. If you are an individual who has a disability or are the caretaker of someone with special needs, who has received money from an inheritance, legal settlement, or divorce, the Legacy Enhancement pooled trust may benefit you. Whether you are interested in a pooled special needs trust or minor'strust, Legacy Enhancement is here to help you through the process.
Professionally managed and invested trustsOur staff is complete with knowledgeable professionals to make sure your investment is handled wisely.
Capable of handling trusts of all sizes
Your family member or client will be cared for, no matter the size of the trust.
Ability to help maintain needs-based governmental assistanceWe've got the experience you need to rest easy. We know what it takes, we'll take care of the rest.
Low trust establishment costs and maintenance feesSince we are a non-profit, our only benefit is our clients success, meaning we are cost effective and won't break your bank.