Planning Services

Educational Workshops + Complimentary Initial Consultation

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Special Needs Trusts* Preparation Process

Initial Paperwork:
You will receive Life Planning Data Forms & Letter of Intent Forms.

Scheduled Meeting:
A meeting with family, caregivers, & providers will take place to review the provided information. This time will allow for additional questions to be asked & answered. 

Contact Others:
As needed, contact will be made to extended family to help them understand the process as a whole & to inform them of their role moving forward. If needed, Vertical Awe* will obtain their legal documents for review at no charge. 

Prepare Plan:
Plan preparation will officially begin. This includes all legal documents, codicils, & amendments for all family members involved. Legal documents can include: Special Needs Trust, Will, Family Trust, Living Will, Powers of Attorney, & Legal Financial Issues. 

Finalize Plan:
With a notary & two witnesses present, documents will be legally signed & finalized. Families will
be given a binder with all documents, forms, & instructions for further/future use. 

Implement Plan:
After signing all legal documents for the plan, a Tax ID# for any special needs trusts will be obtained. Steps for changing beneficiaries for all accounts will be shared & followed up on. 

Additional Services
Guardianship &/or Conservatorship Filling
Government Benefits
Multi-Family Home Planning
Medicaid
Miller Trust
ABLE Act Accounts
SNT Fairness Act Information & Assistance

PLANNING SERVICES AVAILABLE NATIONWIDE