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
- 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
For more information email your contact details to firstname.lastname@example.org with the subject line “Private Consultation” or phone 086 023 6995.