Make An Establishment Appointment
We offer the following virtual appointments; click on "Book Now" to choose a time that works for you.
Trust Establishment
60 minutes
$1050 or $775
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.