Special Needs Legal Planning

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 DO I LEARN MORE ABOUT LEGAL PLANNING?

To learn more about Legal Planning, check out our blog post Legal Planning: Are You Prepared for the Future? Age 18 and Beyond…

 

READY TO START LEGAL PLANNING?

To get started with your planning process, contact us today!