WHAT IS SPECIAL NEEDS LEGAL PLANNING?
The Legal Plan is the fifth, and final, essential step of your comprehensive Special Needs Plan that ensures that all of the plans you’ve created for your loved one with special needs—Vision, Life, Resource, and Financial—are carried out according to your wishes and preparations.
When combined with the Resource Plan and Financial Plan, your Legal Plan will help your child fulfill the hopes and dreams of their Vision Plan and reach the destination you’ve envisioned for him or her.
WHAT ARE THE BENEFITS OF LEGAL PLANNING?
Your Legal Plan should educate, organize, and prepare you to make the inevitable decisions necessary to ensure that your family, including your child with special needs, is properly protected and planned for. What this means is—your Legal Plan should equip you with the information and knowledge you need to understand the legal components of special needs planning, including wills, trusts, and guardianship, and it will connect you with a pre-screened expert attorney who understands the complexities of special needs legal planning.
WHAT SHOULD MY LEGAL PLAN DO?
The true benefit of creating a Legal Plan is that it will empower you to be in control of your legal planning process and provides you with the confidence that comes from knowing that the legal decisions you make today, align with your future vision for your family’s great life.
HOW OFTEN SHOULD I UPDATE MY LEGAL PLAN?
We highly encourage families to update their loved one’s Legal Plan anytime key details change, or at least every five years.
HOW DOES THE ENABLE LEGAL PLAN TOOL WORK?
While the ENABLE team does not directly provide legal advice or services, we have a lot of experience helping families understand their legal needs. The ENABLE Legal Plan tool helps make the process of creating a Legal Plan as easy, efficient, and affordable as possible, so that the families feel well-prepared for the futures.
To accomplish this, the ENABLE team provides several valuable resources to help you prepare to engage with an attorney, including a Guide to Legal Planning and a series of Legal Planning Questions that you and your family should discuss before scheduling a meeting with an attorney.
Additionally, if you don’t already have an attorney you’d like to work with, the ENABLE team will personally connect you to a law firm and attorney in your geographical area who we have prescreened and determined to be competent in all components of Special Needs Legal Planning. This individual will assist you in drafting the necessary documents and filing the appropriate paperwork to create your Legal Plan.
Finally, ENABLE team members fully understand the legal planning process and are available to address questions you have as you work with your attorney to create your Legal Plan.
Like Financial Planning, we have found that many families delay creating a Legal Plan—not because they view it as unimportant—but because they feel overwhelmed, frustrated, and confused by the process.