What we solve

Coordinating Special‑Needs Trusts (SNT) and ABLE accounts without jeopardizing benefits.
Aligning beneficiary designations and funding strategies across accounts and policies.
Creating a clear Letter of Intent and preparing trustees with practical checklists.
Integrating the special‑needs plan with your overall tax, estate, and investment strategy.

Outcomes you’ll feel

Confidence that benefits and eligibility are protected.
Clarity and readiness for future trustees with written guidance.
Lower administrative burden; more time for your family.

How we work together

Intro call (30 minutes): Fit, goals, and scope.
Discovery (60 minutes): Benefits review; documents and care‑team contacts.
Your Family Map: Trust/ABLE coordination, funding plan, beneficiary alignment, Letter of Intent checklist.
Turn on your GPS: Annual calendar cadence; coordination with your attorney/CPA; documentation and updates.

Talk with a ChSNC‑Credentialed Advisor Download the Annual Calendar

FAQs

Can you coordinate with our special‑needs attorney?

Yes. We work directly with your legal and tax team, document the process, and keep deadlines systematically managed.

Will this affect benefits?

Our role is to coordinate with your attorney and benefits professionals and follow best‑practice processes designed to preserve eligibility; we provide planning and execution support, not legal determinations.

Do you charge hourly?

No. We use a flat planning fee for the Map and a flat annual retainer for the GPS, tiered by complexity. Investment management is optional.