Special planning, for your loved one with special needs.

JJust like we custom design all of our estate plans, we specifically tailor your plan to make sure that any loved ones with special needs have the financial and emotional support they’ll need after you are gone. We know that everyone’s needs are different, so we believe that any trust for a person with special needs should reflect their unique lifestyle and wishes.

To give us the background information we need for a free initial consultation, you can choose to fill out our intake form online, or you can fill out our paper form (available here if you’re single, or here if you’re married). During the consultation, we will discuss your loved one’s specific needs and your wishes about how they should be provided for after you are gone. We will answer any of your questions and we will help you refine your objectives into a customized estate plan. At the end of the initial consultation, we are usually able to give you a flat fee quote—or at least an estimated range—for whatever options you are interested in.

From there, you can take as much time as you want to consider your options. Even if you ultimately decide not to move forward, you will not be charged and we will be happy to help you however we can in the future. If you decide to move forward, we are usually able to prepare draft documents for your review within 30 days so that you can get back to your life with peace of mind that your loved one will be well taken care of even after you are gone.