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GET IN TOUCH
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.
We will talk about your goals and the unique needs of your loved one with a disability. Our aim is to set up a plan that represents your goals and financial situation, but it also embraces the life and interests of your loved one. Note: This meeting is offered only once to people seeking information on establishing a trust. You will pay a fee for future consultations.
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.