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Please note due to the COVID-19 all private consultation with Allan will now be over the phone or video conferencing.

For parents who want to get everything in place for their child’s future then we have put the following package together.

Special Needs Trust Planning Package

  • 1st consultation to discuss your financial & legal situation
  • Assistance in applying for the Trust Life Policy
  • Guidance on when to set up a Special Needs Trust
  • Advice on Wills, Guardians & Trustees
  • Assistance in completing Financial Wellbeing’s Letter of Wishes
  • Co-ordinating with your Solicitor to complete your Will

Plus;

  • Assistance in opening a Special Needs Bank Account
  • Support in completing your child’s Hospital Passport
  • Special needs guidance on your personal finances
  • 2nd consultation to present your tailored Special Needs Trust Plan™
  • Email & phone aftercare support

Total Package Fee = €300

Consultation Slots

For more information email your contact details to dolores@financialwellbeing.ie with the subject line “Private Consultation” or phone 086 023 6995.