Special Needs Planning Services

Our mission is to plan with you, not for you. By planning together, you will walk away with a user friendly legal plan that you can understand. If you don’t understand, our work is not complete.


Special Needs Trusts & ABLE Accounts

  • First Party Special Needs Trusts

  • Third Party Special Needs Trusts

  • Pooled Trusts

  • ABLE Accounts

Decision Making at Age 18+

  • Power of Attorney / Advance Healthcare Directives

  • Supported Decision Making Agreements

  • Guardianship

  • Conservatorship

Public Benefit Planning

  • DDS & Autism Services

  • Medicaid

  • Social Security Benefits (SSI / SSDI)

  • Advocacy

Transition & Life Care Planning

  • Planning Road Map

  • Housing

  • Employment

  • Letter of Intent

 Simplify.

It’s time for it to click.

Get Started Today.

Call us at (860) 266-7724