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Getting Started:

If you need to protect your or a loved one’s eligibility for disability-related income and services, and have received:

  • An inheritance
  • Personal injury settlement
  • Social Security Back Payment,
  • Or money or property from any other source

Please go to the First Party Trust Documents in the Documents Library or contact us for help.

If you have a loved one with disabilities or special needs, and want to provide for that person’s future, in a way that protects eligibility for disability-related income or services, please go to the Third Party Trust Documents in the Documents Library or contact us for help.