Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico. Legacy’s mission is to enrich the overall quality of life for individuals who are disabled or have special needs. Its services include: Minor’s Trusts, Pooled Special Needs Trusts (PSNT), 1st & 3rd Party Special Needs Trusts (SNT), and Settlement Preservation Trusts. The team takes a four-step holistic approach to establishing and maintaining your trust:
ANALYZE →RECOMMEND →IMPLEMENT →MONITOR
ANALYZE
Identify objectives, financial and medical needs and risk tolerances.
RECOMMEND
Outline customized options that best meet individual requirements.
IMPLEMENT
Initiate the plan
MONITOR
Track your progress from trust disbursements to asset allocation and account performance.
The team at Legacy Enhancement will use this approach to establish the right kind of special needs trust that will protect current and future assets. Legacy will manage funds for supplement needs while preserving public entitlement and will assist individuals with other needs not covered by benefits or insurance.
Legacy offers low cost, competitive fees to establish and maintain a trust. Those who need it most can rest assured that with the team at Legacy Enhancement, your legacy will be preserved. Contact Legacy Enhancement for a free consultation. Get to know us and how we can help you preserve your legacy.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 7500 San Felipe,
- Phone
- +1-888-988-5503
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacyenhancement.org
- HQ
- Houston, TX
- Competitors
- Kern Enterprise Inc, NearFX, ACES RED - Alexan Consulting Enterprise Services, Resources Enhancing Your Delivery…, PowerCircle Financial, Unique Approach Consulting and Counseling Services, Sucre-Vail Wealth Advisors, Quest Financial and Insurance Services, Instructor Services, AMA LOVE & Associates, Full Proof Consulting.
Legacy Enhancement Trust Questions
Legacy Enhancement Trust's helpline number is +1-888-988-5503
Legacy Enhancement Trust's website is legacyenhancement.org
Legacy Enhancement Trust's LinkedIn profile is https://www.linkedin.com/company/legacy-enhancement-trust
Legacy Enhancement Trust has
6 employees.
View email and phone details for 6
employees at Legacy Enhancement Trust.
Legacy Enhancement Trust's industry is
Financial Services
Legacy Enhancement Trust's top competitors are
Kern Enterprise Inc,
Nearfx,
Aces Red - Alexan Consulting Enterprise Services, Resources Enhancing Your Delivery…,
Powercircle Financial,
Unique Approach Consulting And Counseling Services,
Sucre-Vail Wealth Advisors,
Quest Financial And Insurance Services,
Instructor Services,
Ama Love & Associates,
Full Proof Consulting.
Legacy Enhancement Trust's categories are Financial Services
Legacy Enhancement Trust's founding year is 2015
