Initial Consult for Special Needs Trusts

Service Description

Our Vision Meeting for families with Special Needs is a complimentary meeting to help clarify and verify your particular situation. We block out even more time (90 minutes) to make sure we cover all of the intricacies involved with your particular dynamic. In this session we will meet each other and make sure we are the right fit. Sometimes you will want to jump in to the nitty gritty because you have a base knowledge of your needs and other times you will need some more time and education on the solutions because you don't know where to start! Either way we will meet you where you are in the process. Here is what to expect from our time together: 01. An introduction and get to know each other 02. Your burning questions and answers 03. An educational approach to documents, services, and public benefits 04. A custom recognition of your specific needs 05. A discussion on public benefits and their integration with your loved ones 06. An overview of the process 07. An fee quote on the proposed service 08. A potential connection or referral for additional needs outside of our scope 09. A clear instruction on next steps if desired