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Ready to start your futures planning?
Just ask us how it all works.
Make An Appointment
We offer the following virtual appointments; click on "Book Now" to choose a time that works for you.
To obtain a link to schedule this free consultation, please attend a Trust Talk Tuesday event where we will provide an overview of the pooled special needs trust program, clarifying the differences in the types of accounts, so that you can come prepared to the consultation to discuss specifics revolving around the plan for your loved one's future. These Trust Talk Tuesday events are offered twice per month; after the event, you will receive a link to schedule a complimentary consultation if so desired. NOTE: Please note that this complimentary consultation is available only once after attending a Trust Talk Tuesday. We hold these events twice a month, as they are designed to focus on how we can best support your loved one’s needs. If you find you need further assistance after the consultation, additional meetings will have a private pay fee. We look forward to helping you!
If you need more information after your free consultation, you can schedule follow up consultations with our Trust Director. Receipt of payment is required prior to appointment.
If you need more information after your free consultation, you can schedule follow up consultations with our Trust Director. Receipt of payment is required prior to appointment.
We will settle details and complete the documents you need to establish your new special needs trust. Note: When you schedule this meeting, you will be asked to pay the trust establishment fee of $1050. You will be prompted to pay online after you complete the scheduling form. Receipt of payment is required prior to appointment.
If you are considering to place real property in our Special Needs Trust, our experts can guide you on how to get started. Note: This meeting is offered only once to people seeking information on Real Estate services.