IF YOU ARE THE PARENT OF A CHILD WITH DISABILITIES

Universal Guardian Trust

CONTACT ME FOR A DISCOVERY CALL

Suggest a 15 minute appointment time that works for you and I will respond back with a calendar link!

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Hours

Mon  09:00 am - 05:00 pm

Tue   09:00 am - 05:00 pm

Wed  09:00 am - 05:00 pm

Thu   09:00 am - 05:00 pm

Fri     09:00 am - 05:00 pm

Sat    Closed

Sun   Closed

IF YOU KNOW THE ANSWERS TO THESE QUESTIONS YOU ARE READY

Your Contact Info

 

A trust can be set up for a single person, a married couple, or a blended family.

Name Equal Share Heirs

 

Who will be sharing equal shares of your assets when you're gone? Typically your children, however not all heirs have to receive an equal share. You can also specify varying amounts to different heirs.

Appoint Guardians of Dependent Children

 

Whether typically developing minors or dependent adults with disabilities, you want to name who would care for them and eventually file for legal guardianship if something happens to you.

Who Will Be In Charge

 

Otherwise referred to as the Successor Trustee. This can be a person or persons serving together or alone. You can also choose a Corporate Trustee, a regulated professional entity that avoids family feuding & fracturing.

Distribution Terms

 

Do you want everyone to receive a lump sum or do you want built-in protection from spend-thrifts, divorce, creditors, or lawsuits? Do you want it all distributed at once or do you want some left in trust to grow?

Any Charities to Benefit

 

You don't have to know the answer to this right away, but with a click of a button, you can choose to benefit one or multiple charities when you pass.