Grantor Information. The Grantor is the person providing the funds for the trust. Grantor #2 (if applicable)
You need to select an item to continue
Trustee Information (for the Special Needs Trust) the Trustee is an individual responsible for handling trust assets for the disabled child/person, if both parents are deceased:
You need to select an item to continue
Disability & Trust Information Income Information: What benefits does the disability person receive and how much? (e.g. Medicaid, SSI, Disability, etc.
Does the Beneficiary have siblings? If yes, please provide full legal name(s) and birthdate(s).
You need to select an item to continue
Beneficiary Information. The Beneficiary is the person directly benefiting from the trust. You need to select an item to continue
End of Special Needs Trust Questionnaire
Thank you for completing the Special Needs Trust Questionnaire. If you don't receive confirmation in your email, please check your junk mail.
Summary
Description
Information
Quantity
Price
Discount :
Total :